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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
MIM
151
MetLife Investment Management
New Jersey
$8.15M +$128K +608 +2%
AIG
152
American International Group
New York
$8.09M +$149K +708 +2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$7.97M +$509K +2,417 +8%
SOMRS
154
State of Michigan Retirement System
Michigan
$7.92M
ASRS
155
Arizona State Retirement System
Arizona
$7.91M -$414K -1,967 -6%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$7.91M -$6.1K -29 -0.1%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$7.76M +$4.5M +21,402 +173%
TFA
158
Toth Financial Advisory
Virginia
$7.72M +$42.9K +204 +0.6%
AB
159
Amalgamated Bank
New York
$7.54M +$21.7K +103 +0.3%
Creative Planning
160
Creative Planning
Kansas
$7.44M +$371K +1,763 +6%
Nomura Asset Management
161
Nomura Asset Management
Japan
$7.41M -$35.1K -167 -0.5%
VAS
162
Vestmark Advisory Solutions
Massachusetts
$7.03M +$118K +559 +2%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$6.94M -$130K -616 -2%
DA
164
Detalus Advisors
Missouri
$6.82M
AMBIA
165
Allen Mooney & Barnes Investment Advisors
Georgia
$6.75M
KC
166
Knuff & Co
California
$6.71M
TAF
167
Tredje AP-fonden
Sweden
$6.7M -$783K -3,721 -12%
Osaic Holdings
168
Osaic Holdings
Arizona
$6.65M -$66.3K -315 -1%
KBC Group
169
KBC Group
Belgium
$6.56M -$34.7K -165 -0.6%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$6.56M -$1.75M -8,332 -23%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$6.45M +$1.81M +8,607 +46%
SAM
172
Storebrand Asset Management
Norway
$6.08M +$223K +1,058 +4%
TPSF
173
Texas Permanent School Fund
Texas
$6.05M +$37.5K +178 +0.7%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$5.97M -$9.47K -45 -0.2%
II
175
IFM Investors
Australia
$5.84M +$287K +1,362 +6%