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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
Mirae Asset Global Investments
201
Mirae Asset Global Investments
South Korea
$4.04M -$174K -829 -5%
SAM
202
Shell Asset Management
Netherlands
$4.01M +$701K +3,329 +24%
Man Group
203
Man Group
United Kingdom
$3.99M +$3.57M +16,958 New
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$3.98M -$402K -1,911 -10%
AM
205
AGF Management
Ontario, Canada
$3.93M
TIM
206
Thompson Investment Management
Wisconsin
$3.93M -$12.4K -59 -0.4%
BCFS
207
Butensky & Cohen Financial Security
Florida
$3.92M -$107K -507 -3%
BZWA
208
Blue Zone Wealth Advisors
California
$3.85M +$47.6K +226 +1%
HWM
209
HB Wealth Management
Georgia
$3.8M -$78.9K -375 -2%
KCM
210
Kornitzer Capital Management
Kansas
$3.8M
BCM
211
Brown Capital Management
Maryland
$3.67M +$468K +2,223 +17%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$3.61M
PI
213
PEAK6 Investments
Illinois
$3.59M +$2.96M +14,055 +1,181%
TAMH
214
Taikang Asset Management (HK)
Hong Kong
$3.58M +$408K +1,940 New
SOADOR
215
State of Alaska Department of Revenue
Alaska
$3.58M -$349K -1,657 -10%
CIC
216
Crawford Investment Counsel
Georgia
$3.57M -$210K -1,000 -6%
AAF
217
Andra AP-fonden
Sweden
$3.47M -$1.73M -8,200 -36%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$3.46M +$67.1K +319 +2%
BAM
219
Blueshift Asset Management
New Jersey
$3.44M +$1.17M +5,538 +61%
CNB
220
Czech National Bank
Czech Republic
$3.42M +$18.3K +87 +0.6%
CWM
221
CIBC World Markets
New York
$3.38M +$1.72M +8,175 +132%
NW
222
NewEdge Wealth
Pennsylvania
$3.32M +$80.6K +383 +3%
LA
223
Legacy Advisors
Pennsylvania
$3.29M +$16.4K +78 +0.6%
US Bancorp
224
US Bancorp
Minnesota
$3.24M +$30.5K +145 +1%
NSEDCP
225
NJ State Employees Deferred Compensation Plan
New Jersey
$3.22M