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 %
VWWMG
701
Vermillion & White Wealth Management Group
Pennsylvania
$1.24K +$1.24K +5 New
WWM
702
Wolff Wiese Magana
California
$1.24K +$1.24K +5 New
TFA
703
Transamerica Financial Advisors
Florida
$1K
GI
704
Gradient Investments
Minnesota
$989
JGIA
705
Jackson Grant Investment Advisers
Connecticut
$989
CTA
706
Colonial Trust Advisors
South Carolina
$742 +$495 +2 +200%
TAM
707
Tucker Asset Management
Colorado
$742 +$742 +3 New
VWA
708
Valued Wealth Advisors
Utah
$550 +$550 +3 New
SIS
709
Strategic Investment Solutions
Illinois
$502 -$31.1K -124 -98%
SS
710
Sunbelt Securities
Texas
$495 -$2.72K -11 -85%
HWP
711
Highline Wealth Partners
California
$495
TWD
712
True Wealth Design
Ohio
$495
DWA
713
Delos Wealth Advisors
Texas
$495
CPG
714
Cornerstone Planning Group
New Jersey
$495
BHWM
715
Beaird Harris Wealth Management
Texas
$495 +$495 +2 New
AWM
716
Avior Wealth Management
Nebraska
$494
EWM
717
Evermay Wealth Management
Virginia
$248 +$248 +1 New
M
718
MOTCO
Texas
$247
A
719
AlphaQuest
New York
$247 +$247 +1 New
ACA
720
American Capital Advisory
Idaho
$25
DWM
721
Dogwood Wealth Management
Kansas
$5
EIG
722
EdgePoint Investment Group
Ontario, Canada
-$119M -650,491 Closed
Fidelity International
723
Fidelity International
Bermuda
-$15.1M -82,500 Closed
First Trust Advisors
724
First Trust Advisors
Illinois
-$9.6M -52,403 Closed
ACM
725
Aquatic Capital Management
Illinois
-$6.7M -36,600 Closed