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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$55.4M +$1.93M +9,444 +3%
N
52
Nuveen
North Carolina
$55M +$6.93M +33,946 +13%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$54.2M -$946K -4,635 -2%
GIC
54
GFI Investment Counsel
Ontario, Canada
$53.7M +$819K +4,013 +1%
RG
55
Rathbones Group
United Kingdom
$53.7M -$35.9K -176 -0.1%
1832 Asset Management
56
1832 Asset Management
Ontario, Canada
$50M +$117K +571 +0.2%
GF
57
Greenhouse Funds
Maryland
$48.4M +$41.6M +203,694 +336%
FCM
58
Frontier Capital Management
Massachusetts
$48.1M -$5.33M -26,089 -9%
Federated Hermes
59
Federated Hermes
Pennsylvania
$48M -$2.61M -12,772 -5%
Barclays
60
Barclays
United Kingdom
$47.9M -$9.55M -46,795 -15%
AIM
61
Artemis Investment Management
United Kingdom
$45M +$1.98M +9,685 +4%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$44.6M -$285K -1,396 -0.6%
TCM
63
TimesSquare Capital Management
New York
$44.6M -$2.7M -13,235 -5%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$41.4M +$387K +1,895 +0.8%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$40.4M +$3.85M +18,862 +9%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$37.3M +$10.6M +51,693 +34%
RJA
67
Raymond James & Associates
Florida
$36.5M +$727K +3,562 +2%
CPH
68
C Partners Holding
Switzerland
$36.5M +$14.7M +72,198 +57%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$35.6M -$1.42M -6,975 -3%
Deutsche Bank
70
Deutsche Bank
Germany
$34.9M +$2.16M +10,561 +6%
CIBC Asset Management
71
CIBC Asset Management
Ontario, Canada
$34.4M -$1.72M -8,446 -4%
Squarepoint
72
Squarepoint
New York
$33.6M +$32.9M +161,011 +726%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$32.1M +$9.83M +48,127 +38%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$30.5M -$367M -1,798,885 -92%
National Pension Service
75
National Pension Service
South Korea
$29.6M +$1.62M +7,952 +5%