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668 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $97.7M

2% less funds holding

Funds holding: 685668 (-17)

2.74% less ownership

Funds ownership: 99.51%96.77% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

16% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 73

24% less capital invested

Capital invested by funds: $28.7B → $21.7B (-$6.96B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
668
Holders Change
-17
Holders Change %
-2.48%
% of All Funds
10.6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
214
Reduced
250
Closed
73
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
626
Macroview Investment Management
Maryland
$6.96K +$7.76K +38 New
BBHC
627
Brown Brothers Harriman & Co
New York
$6.59K -$613 -3 -8%
CTWM
628
Cherry Tree Wealth Management
Minnesota
$6.23K -$204 -1 -3%
BAAM
629
Baker Avenue Asset Management
California
$6.04K -$3.67K -18 -35%
MRCM
630
M&R Capital Management
New Jersey
$5.68K
IBOK
631
Independence Bank of Kentucky
Kentucky
$5.13K
SFG
632
Steward Financial Group
Texas
$5K -$2.45K -12 -27%
ZB
633
Zions Bancorporation
Utah
$4.21K -$613 -3 -12%
Lazard Asset Management
634
Lazard Asset Management
New York
$4K
BF
635
BOK Financial
Oklahoma
$3.73K +$3.67K +18 +450%
PWMG
636
Prestige Wealth Management Group
New Jersey
$3.48K +$2.45K +12 +171%
VNA
637
Valley National Advisers
Pennsylvania
$3K -$12.3K -60 -80%
SWA
638
Sutton Wealth Advisors
Florida
$2.93K -$3.27K -16 -50%
HIA
639
Harbor Investment Advisory
Maryland
$2.93K
RTL
640
Red Tortoise LLC
Georgia
$2.93K
AWM
641
Abound Wealth Management
Tennessee
$2.75K -$408 -2 -12%
AF
642
Advisornet Financial
Minnesota
$2.75K -$3.47K -17 -53%
CCA
643
Column Capital Advisors
Indiana
$2.75K -$204 -1 -6%
SOW
644
State of Wyoming
Wyoming
$2.38K +$1.02K +5 +63%
SS
645
Sunbelt Securities
Texas
$2.38K +$2.25K +11 +550%
ANBT
646
American National Bank & Trust
Texas
$2.2K
SIC
647
SJS Investment Consulting
Ohio
$2.02K +$204 +1 +10%
LSA
648
Leonteq Securities AG
Switzerland
$2.02K +$1.84K +9 +450%
NS
649
NBC Securities
Alabama
$2K +$2.65K +13 New
MA
650
MCF Advisors
Kentucky
$1.83K