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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$3.46M -$2.25M -11,013 -37%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$3.46M -$1.74M -8,515 -31%
BFO
203
Biltmore Family Office
North Carolina
$3.4M +$25.5K +125 +0.7%
Twin Tree Management
204
Twin Tree Management
Texas
$3.38M +$2.78M +13,618 +282%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$3.35M +$224K +1,098 +6%
ProShare Advisors
206
ProShare Advisors
Maryland
$3.24M -$180K -882 -5%
CB
207
Commerce Bank
Missouri
$3.23M -$11.4K -56 -0.3%
YCM
208
Yousif Capital Management
Michigan
$3.18M -$89.2K -437 -2%
LIP
209
Lighthouse Investment Partners
Florida
$3.18M +$3.54M +17,359 New
SL
210
Sentry LLC
Tennessee
$3.17M
MOACM
211
Mutual of America Capital Management
New York
$3.15M -$95.8K -469 -3%
BCFS
212
Butensky & Cohen Financial Security
Florida
$3.15M +$109K +536 +3%
Adage Capital Partners
213
Adage Capital Partners
Massachusetts
$3.11M -$8.21M -40,200 -70%
SAM
214
Shell Asset Management
Netherlands
$3.07M -$58.8K -288 -2%
AM
215
AGF Management
Ontario, Canada
$3.06M
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$3.03M -$80.9K -396 -2%
TIM
217
Thompson Investment Management
Wisconsin
$3.02M -$48.6K -238 -1%
HWM
218
HB Wealth Management
Georgia
$2.96M -$4.7K -23 -0.1%
LA
219
Legacy Advisors
Pennsylvania
$2.86M +$329K +1,609 +11%
BCM
220
Brown Capital Management
Maryland
$2.85M
NW
221
NewEdge Wealth
Pennsylvania
$2.82M +$258K +1,262 +9%
VAS
222
Vestmark Advisory Solutions
Massachusetts
$2.81M -$2.97M -14,551 -49%
TAMH
223
Taikang Asset Management (HK)
Hong Kong
$2.78M
CIC
224
Crawford Investment Counsel
Georgia
$2.77M -$10.2K -50 -0.3%
AP
225
Arlington Partners
Alabama
$2.74M +$2.97M +14,560 +3,551%