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847 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 310 increasing their positions, 260 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $31.2M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

19% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 260

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% more funds holding

Funds holding: 834847 (+13)

0.6% more ownership

Funds ownership: 95.1%95.7% (+0.6%)

12% less capital invested

Capital invested by funds: $34.3B → $30.2B (-$4.05B)

Holders
847
Holders Change
+13
Holders Change %
+1.56%
% of All Funds
11.16%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
120
Increased
310
Reduced
260
Closed
97
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
Olstein Capital Management
New York
$3.31M +$1.34M +5,000 +63%
GT
277
Glenmede Trust
Pennsylvania
$3.29M -$12.5M -46,481 -78%
MML Investors Services
278
MML Investors Services
Massachusetts
$3.29M -$686K -2,561 -17%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$3.2M +$248K +926 +8%
Mirae Asset Global ETFs Holdings
280
Mirae Asset Global ETFs Holdings
Hong Kong
$3.17M -$124K -463 -4%
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$3.14M -$94.1K -351 -3%
Rafferty Asset Management
282
Rafferty Asset Management
New York
$3.13M +$274K +1,024 +9%
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$3.09M -$340K -1,269 -9%
SWM
284
Sendero Wealth Management
Texas
$3.07M +$3.23M +12,046 New
HA
285
Harbor Advisors
Florida
$3.06M
UM
286
UniSuper Management
Australia
$3.01M +$840K +3,133 +36%
MSU
287
Mizuho Securities USA
New York
$2.99M +$998K +3,724 +46%
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$2.98M +$1.19M +4,432 +61%
IC
289
IEQ Capital
California
$2.98M +$1.28M +4,778 +69%
Nordea Investment Management
290
Nordea Investment Management
Sweden
$2.95M +$154K +575 +5%
EW
291
Evoke Wealth
California
$2.95M +$57.1K +213 +2%
CS
292
Candriam SCA
Luxembourg
$2.92M +$539K +2,010 +21%
BAM
293
Blueshift Asset Management
New Jersey
$2.92M -$115K -429 -4%
HCM
294
Hillman Capital Management
Maryland
$2.91M -$116K -432 -4%
VPIM
295
Vanguard Personalized Indexing Management
California
$2.88M -$225K -840 -7%
Envestnet Portfolio Solutions
296
Envestnet Portfolio Solutions
Illinois
$2.85M +$164K +611 +6%
BFS
297
Bradley Foster & Sargent
Connecticut
$2.8M +$1.41M +5,268 +92%
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$2.78M +$815K +3,043 +39%
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$2.76M +$1.05M +3,929 +57%
TPCW
300
TD Private Client Wealth
New York
$2.74M -$37.2K -139 -1%