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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
EHC
701
Everett Harris & Co
California
-$247K -1,048 Closed
DILIC
702
Dai-ichi Life Insurance Company
Japan
-$244K -1,036 Closed
SFI
703
Siemens Fonds Invest
Germany
-$237K -1,014 Closed
HCM
704
Howland Capital Management
Massachusetts
-$237K -1,006 Closed
GT
705
Glenview Trust
Kentucky
-$236K -1,005 Closed
FWCM
706
Ferguson Wellman Capital Management
Oregon
-$236K -1,003 Closed
PCS
707
Personal CFO Solutions
New Jersey
-$236K -1,002 Closed
AAM
708
Auxier Asset Management
Oregon
-$235K -1,000 Closed
CG
709
Clarus Group
Texas
-$235K -1,000 Closed
NFG
710
Nadler Financial Group
Illinois
-$235K -1,000 Closed
WTB
711
Washington Trust Bank
Washington
-$235K -1,000 Closed
IAA
712
Independent Advisor Alliance
North Carolina
-$233K -991 Closed
TWM
713
Thrive Wealth Management
Pennsylvania
-$232K -987 Closed
SF
714
Summit Financial
New Jersey
-$227K -964 Closed
CAAS
715
Capital Asset Advisory Services
Michigan
-$223K -941 Closed
MLFP
716
MPS Loria Financial Planners
Illinois
-$220K -935 Closed
PFS
717
Prospera Financial Services
Texas
-$219K -926 Closed
SC
718
Sepio Capital
Utah
-$218K -925 Closed
PVM
719
Palogic Value Management
Texas
-$217K -923 Closed
MA
720
MJP Associates
Connecticut
-$217K -920 Closed
JWCA
721
J.W. Cole Advisors
Florida
-$213K -904 Closed
VFA
722
Valeo Financial Advisors
Indiana
-$211K -896 Closed
VVP
723
Venture Visionary Partners
Ohio
-$210K -893 Closed
IAN
724
Integrated Advisors Network
Texas
-$209K -887 Closed
MWM
725
Modera Wealth Management
New Jersey
-$204K -869 Closed