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685 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.2B)

3% more funds holding

Funds holding: 663685 (+22)

1.43% more ownership

Funds ownership: 98.08%99.51% (+1.4%)

1% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 227

11% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $83.9M

Holders
685
Holders Change
+22
Holders Change %
+3.32%
% of All Funds
10.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
68
Increased
224
Reduced
227
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Abound Wealth Management
Tennessee
$4K +$842 +4 +31%
CCA
652
Column Capital Advisors
Indiana
$3.77K -$210 -1 -6%
HIA
653
Harbor Investment Advisory
Maryland
$3.77K
RTL
654
Red Tortoise LLC
Georgia
$3.77K
BWM
655
BerganKDV Wealth Management
Minnesota
$3.53K
DI
656
Disciplined Investments
Oklahoma
$3.06K
ANBT
657
American National Bank & Trust
Texas
$2.82K
GI
658
Gradient Investments
Minnesota
$2.59K -$631 -3 -21%
SIC
659
SJS Investment Consulting
Ohio
$2.35K -$1.05K -5 -33%
MA
660
MCF Advisors
Kentucky
$2.35K
CMP
661
Coston McIsaac & Partners
Maine
$2K
BG
662
Bollard Group
Massachusetts
$2K +$2.1K +10 New
QC
663
Quent Capital
New York
$1.88K
SOW
664
State of Wyoming
Wyoming
$1.88K +$421 +2 +33%
PWMG
665
Prestige Wealth Management Group
New Jersey
$1.65K
TFM
666
TFC Financial Management
Massachusetts
$1.42K -$421 -2 -25%
CWC
667
Carolinas Wealth Consulting
North Carolina
$1.41K
NSIM
668
North Star Investment Management
Illinois
$1.41K
CA
669
Centerpoint Advisors
Massachusetts
$1K
TFA
670
Transamerica Financial Advisors
Florida
$1K +$210 +1 New
BF
671
BOK Financial
Oklahoma
$941 -$2.53K -12 -75%
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$941
LSA
673
Leonteq Securities AG
Switzerland
$471 -$1.89K -9 -82%
DWA
674
Delos Wealth Advisors
Texas
$471
SS
675
Sunbelt Securities
Texas
$471