720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.56%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
651
McIlrath & Eck
Washington
$13.1K
BFEC
652
Benjamin F. Edwards & Company
Missouri
$13K +$3.85K +16 +42%
CT
653
Cambridge Trust
Massachusetts
$12.4K
FHA
654
First Horizon Advisors
Tennessee
$12.1K +$2.47K +10 +26%
BIA
655
Bell Investment Advisors
California
$11.9K -$1.98K -8 -14%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.6K +$11.6K +47 New
GKIM
657
GW&K Investment Management
Massachusetts
$11K +$1.2K +5 +12%
SA
658
SRH Advisors
Kansas
$10.4K
SC
659
Solstein Capital
California
$10.4K
LFG
660
Larson Financial Group
Missouri
$10.4K
JWA
661
JFS Wealth Advisors
Pennsylvania
$9.61K -$1.97K -8 -17%
CAC
662
Core Alternative Capital
Georgia
$9.17K -$1.73K -7 -16%
FMP
663
Financial Management Professionals
Texas
$9K
CTWM
664
Cherry Tree Wealth Management
Minnesota
$8.41K
IPW
665
Impact Partnership Wealth
Georgia
$7.68K -$51.8K -209 -87%
MRCM
666
M&R Capital Management
New Jersey
$7.67K
AF
667
Advisornet Financial
Minnesota
$7.42K +$3.71K +15 +100%
FWM
668
FSA Wealth Management
Massachusetts
$7K +$7K +27 New
MFT
669
Moisand Fitzgerald Tamayo
Florida
$6.93K -$3.71K -15 -35%
ZB
670
Zions Bancorporation
Utah
$6.43K +$742 +3 +13%
Lazard Asset Management
671
Lazard Asset Management
New York
$6K +$692 +3 +13%
VNA
672
Valley National Advisers
Pennsylvania
$6K +$2.67K +12 +80%
FFO
673
Fortitude Family Office
Arizona
$5.69K +$5.69K +23 New
BF
674
BOK Financial
Oklahoma
$5.44K
PWMG
675
Prestige Wealth Management Group
New Jersey
$5.19K +$495 +2 +11%