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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.51B -$1.78M -8,728 -0.1%
Capital International Investors
2
Capital International Investors
California
$2.5B +$627M +3,071,254 +29%
BlackRock
3
BlackRock
New York
$1.82B +$170M +832,707 +9%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.31B +$93.2M +456,619 +7%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.14B -$262M -1,284,075 -17%
Morgan Stanley
6
Morgan Stanley
New York
$914M -$17.7M -86,925 -2%
State Street
7
State Street
Massachusetts
$838M -$16.2M -79,184 -2%
GIM
8
Generation Investment Management
United Kingdom
$652M -$57.7M -282,748 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$481M +$10.4M +51,177 +2%
Invesco
10
Invesco
Georgia
$475M -$51.4M -251,852 -9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$461M -$467M -2,285,800 -48%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$459M +$13.4M +65,620 +3%
CCM
13
Cantillon Capital Management
New York
$378M -$1.65M -8,094 -0.4%
VAM
14
Veritas Asset Management
United Kingdom
$328M +$134M +657,999 +58%
JIM
15
Jensen Investment Management
Oregon
$320M +$36.4M +178,224 +11%
VanEck Associates
16
VanEck Associates
New York
$250M +$50.3M +246,390 +22%
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$243M +$8.8M +43,104 +3%
Northern Trust
18
Northern Trust
Illinois
$229M +$5.31M +25,983 +2%
Harris Associates
19
Harris Associates
Illinois
$203M -$35.2M -172,384 -13%
Norges Bank
20
Norges Bank
Norway
$201M -$6.72M -32,925 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$200M -$400K -1,957 -0.2%
JP Morgan Chase
22
JP Morgan Chase
New York
$197M -$377M -1,846,629 -63%
Bessemer Group
23
Bessemer Group
New Jersey
$180M +$34.1M +166,939 +21%
Macquarie Group
24
Macquarie Group
Australia
$166M -$72.4M -354,790 -28%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$152M +$15.7M +77,094 +10%