679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
651
Disciplined Investments
Oklahoma
$3.06K
ANBT
652
American National Bank & Trust
Texas
$2.82K
GI
653
Gradient Investments
Minnesota
$2.59K -$706 -3 -21%
SIC
654
SJS Investment Consulting
Ohio
$2.35K -$1.18K -5 -33%
MA
655
MCF Advisors
Kentucky
$2.35K
CMP
656
Coston McIsaac & Partners
Maine
$2K
BG
657
Bollard Group
Massachusetts
$2K +$2K +10 New
QC
658
Quent Capital
New York
$1.88K
SOW
659
State of Wyoming
Wyoming
$1.88K +$471 +2 +33%
PWMG
660
Prestige Wealth Management Group
New Jersey
$1.65K
TFM
661
TFC Financial Management
Massachusetts
$1.42K -$472 -2 -25%
CWC
662
Carolinas Wealth Consulting
North Carolina
$1.41K
NSIM
663
North Star Investment Management
Illinois
$1.41K
CA
664
Centerpoint Advisors
Massachusetts
$1K
TFA
665
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
BF
666
BOK Financial
Oklahoma
$941 -$2.82K -12 -75%
JGIA
667
Jackson Grant Investment Advisers
Connecticut
$941
TWD
668
True Wealth Design
Ohio
$471
UFF
669
USA Financial Formulas
Michigan
$471
SS
670
Sunbelt Securities
Texas
$471
DWA
671
Delos Wealth Advisors
Texas
$471
HWP
672
Highline Wealth Partners
California
$471 +$471 +2 New
M
673
MOTCO
Texas
$471 +$471 +2 New
AWM
674
Avior Wealth Management
Nebraska
$470
SIS
675
Strategic Investment Solutions
Illinois
$421