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636 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Bayesian Capital Management
New York
-$286K -1,666 Closed
TSS
677
Two Sigma Securities
New York
-$276K -1,508 Closed
YIH
678
Y-Intercept (HK)
Hong Kong
-$252K -1,470 Closed
JF
679
Jump Financial
Illinois
-$223K -1,297 Closed
Man Group
680
Man Group
United Kingdom
-$212K -1,237 Closed
MA
681
MUFG Americas
New York
-$88K -511 Closed
PP
682
Paloma Partners
Connecticut
-$76K -443 Closed
OIS
683
Okabena Investment Services
Minnesota
-$73K -425 Closed
Bank Julius Baer & Co
684
Bank Julius Baer & Co
Switzerland
-$57K -332 Closed
EIP
685
Ellis Investment Partners
Pennsylvania
-$53K -311 Closed
DZ Bank
686
DZ Bank
Germany
-$42.5K -248 Closed
HGERS
687
Householder Group Estate & Retirement Specialist
Arizona
-$25K -150 Closed
HFM
688
Harvest Fund Management
China
-$22K -129 Closed
Loomis, Sayles & Company
689
Loomis, Sayles & Company
Massachusetts
-$19K -110 Closed
WWM
690
Wolff Wiese Magana
California
-$17K -100 Closed
HL
691
Harding Loevner
New Jersey
-$13K -78 Closed
RTC
692
Riverview Trust Company
Washington
-$12K -69 Closed
EW
693
Evoke Wealth
California
-$8K -49 Closed
BWL
694
Bogart Wealth LLC
Virginia
-$7K -41 Closed
CA
695
Crewe Advisors
Utah
-$7K -41 Closed
SFO
696
Standard Family Office
South Dakota
-$3K -20 Closed
CG
697
Cutler Group
California
-$3K -19 Closed
CAL
698
Capital Analysts LLC
Pennsylvania
-$3K -17 Closed
CFFP
699
Center for Financial Planning
Michigan
-$3K -16 Closed
IWP
700
IAG Wealth Partners
Wisconsin
-$3K -15 Closed