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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
Simplex Trading
701
Simplex Trading
Illinois
-$575K -2,734 Closed
TSS
702
Two Sigma Securities
New York
-$521K -2,477 Closed
SLF
703
Sun Life Financial
Ontario, Canada
-$470K -2,323 Closed
BC
704
Bridgefront Capital
Texas
-$426K -2,100 Closed
PMEF
705
Point72 Middle East FZE
United Arab Emirates
-$436K -2,073 Closed
Rockefeller Capital Management
706
Rockefeller Capital Management
New York
-$392K -1,937 Closed
IFU
707
iSAM Funds (UK)
United Kingdom
-$383K -1,888 Closed
IG
708
ING Group
Netherlands
-$368K -1,816 Closed
Balyasny Asset Management
709
Balyasny Asset Management
Illinois
-$306K -1,510 Closed
ESCM
710
Echo Street Capital Management
New York
-$296K -1,458 Closed
CCIA
711
Campbell & Co Investment Adviser
Maryland
-$256K -1,264 Closed
Voloridge Investment Management
712
Voloridge Investment Management
Florida
-$213K -1,052 Closed
EI
713
Ellevest Inc
New York
-$212K -1,043 Closed
BAM
714
Belpointe Asset Management
Nevada
-$172K -847 Closed
ASN
715
Advisory Services Network
Georgia
-$65.1K -321 Closed
BSC
716
Brown Shipley & Co
United Kingdom
-$49.7K -245 Closed
PP
717
Paloma Partners
Connecticut
-$36.5K -180 Closed
CWP
718
Concord Wealth Partners
Virginia
-$29.8K -147 Closed
AAS
719
Ameritas Advisory Services
Nebraska
-$21.6K -106 Closed
Loomis, Sayles & Company
720
Loomis, Sayles & Company
Massachusetts
-$22K -106 Closed
VF
721
VitalStone Financial
Texas
-$19K -65 Closed
SC
722
Schubert & Co
Texas
-$4.06K -20 Closed
TWA
723
TCI Wealth Advisors
Arizona
-$3.04K -15 Closed
NC
724
NewSquare Capital
Pennsylvania
-$2.64K -13 Closed
CBT
725
Central Bank & Trust
Kentucky
-$1.01K -5 Closed