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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
TWD
676
True Wealth Design
Ohio
$471
UFF
677
USA Financial Formulas
Michigan
$471
HWP
678
Highline Wealth Partners
California
$471 +$421 +2 New
M
679
MOTCO
Texas
$471 +$421 +2 New
AWM
680
Avior Wealth Management
Nebraska
$470
SIS
681
Strategic Investment Solutions
Illinois
$421
CTC
682
Central Trust Company
Missouri
$236
CTA
683
Colonial Trust Advisors
South Carolina
$235
Holocene Advisors
684
Holocene Advisors
New York
-$41.9M -206,495 Closed
GC
685
Gillson Capital
Illinois
-$29.3M -144,682 Closed
JCM
686
Junto Capital Management
New York
-$26.6M -130,954 Closed
Walleye Capital
687
Walleye Capital
New York
-$7.02M -33,345 Closed
Tudor Investment Corp
688
Tudor Investment Corp
Connecticut
-$4.47M -21,214 Closed
DTL
689
Dynamic Technology Lab
Singapore
-$3.26M -16,091 Closed
E
690
Ergoteles
New York
-$2.69M -13,267 Closed
CM
691
Crestline Management
Texas
-$1.92M -9,479 Closed
ACM
692
Aquatic Capital Management
Illinois
-$1.83M -9,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
693
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.77M -8,730 Closed
Walleye Trading
694
Walleye Trading
New York
-$1.79M -8,493 Closed
VF
695
Virtu Financial
New York
-$1.43M -7,054 Closed
CSS
696
Cubist Systematic Strategies
Connecticut
-$1.34M -6,377 Closed
PCA
697
Pallas Capital Advisors
Massachusetts
-$1M -4,997 Closed
YIH
698
Y-Intercept (HK)
Hong Kong
-$1.01M -4,982 Closed
SEC
699
Seven Eight Capital
New York
-$744K -3,668 Closed
IMRF
700
Illinois Municipal Retirement Fund
Illinois
-$670K -3,304 Closed