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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
TFM
651
TFC Financial Management
Massachusetts
$1.47K +$408 +2 +33%
QC
652
Quent Capital
New York
$1.47K
NSIM
653
North Star Investment Management
Illinois
$1.1K
CWC
654
Carolinas Wealth Consulting
North Carolina
$1.02K
CA
655
Centerpoint Advisors
Massachusetts
$1K
CMP
656
Coston McIsaac & Partners
Maine
$1K
TFA
657
Transamerica Financial Advisors
Florida
$1K
GI
658
Gradient Investments
Minnesota
$733 -$1.43K -7 -64%
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$733
DWA
660
Delos Wealth Advisors
Texas
$414
TWD
661
True Wealth Design
Ohio
$367
AWM
662
Avior Wealth Management
Nebraska
$366
HWP
663
Highline Wealth Partners
California
$366
UFF
664
USA Financial Formulas
Michigan
$366
CPG
665
Cornerstone Planning Group
New Jersey
$366 +$408 +2 New
CTC
666
Central Trust Company
Missouri
$184
M
667
MOTCO
Texas
$183 -$204 -1 -50%
CTA
668
Colonial Trust Advisors
South Carolina
$183
FCM
669
Farallon Capital Management
California
-$249M -1,058,697 Closed
DCP
670
Durable Capital Partners
Maryland
-$72.9M -309,848 Closed
PCM
671
Palestra Capital Management
New York
-$65.8M -279,740 Closed
Artisan Partners
672
Artisan Partners
Wisconsin
-$53.8M -228,841 Closed
CGI
673
Comgest Global Investors
France
-$23.7M -100,896 Closed
SSA
674
Schonfeld Strategic Advisors
New York
-$10.2M -43,448 Closed
EWM
675
Elevatus Welath Management
New York
-$4.73M -20,086 Closed