663 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, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
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
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
626
M&R Capital Management
New Jersey
$5.68K
IBOK
627
Independence Bank of Kentucky
Kentucky
$5.13K
SFG
628
Steward Financial Group
Texas
$5K -$1.88K -12 -27%
ZB
629
Zions Bancorporation
Utah
$4.21K -$550 -3 -12%
Lazard Asset Management
630
Lazard Asset Management
New York
$4K
BF
631
BOK Financial
Oklahoma
$3.73K +$3.05K +18 +450%
PWMG
632
Prestige Wealth Management Group
New Jersey
$3.48K +$2.2K +12 +171%
VNA
633
Valley National Advisers
Pennsylvania
$3K -$12K -60 -80%
SWA
634
Sutton Wealth Advisors
Florida
$2.93K -$2.93K -16 -50%
HIA
635
Harbor Investment Advisory
Maryland
$2.93K
RTL
636
Red Tortoise LLC
Georgia
$2.93K
AWM
637
Abound Wealth Management
Tennessee
$2.75K -$367 -2 -12%
AF
638
Advisornet Financial
Minnesota
$2.75K -$3.11K -17 -53%
CCA
639
Column Capital Advisors
Indiana
$2.75K -$183 -1 -6%
SOW
640
State of Wyoming
Wyoming
$2.38K +$916 +5 +63%
SS
641
Sunbelt Securities
Texas
$2.38K +$2.02K +11 +550%
ANBT
642
American National Bank & Trust
Texas
$2.2K
SIC
643
SJS Investment Consulting
Ohio
$2.02K +$183 +1 +10%
NS
644
NBC Securities
Alabama
$2K +$2K +13 New
MA
645
MCF Advisors
Kentucky
$1.83K
TFM
646
TFC Financial Management
Massachusetts
$1.47K +$367 +2 +33%
QC
647
Quent Capital
New York
$1.47K
NSIM
648
North Star Investment Management
Illinois
$1.1K
CWC
649
Carolinas Wealth Consulting
North Carolina
$1.02K
TFA
650
Transamerica Financial Advisors
Florida
$1K