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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
KRS
326
Kentucky Retirement Systems
Kentucky
$2.17M -$31.4K -117 -1%
BCM
327
Brasada Capital Management
Texas
$2.14M -$5.43M -20,248 -70%
CSP
328
Cary Street Partners
Virginia
$2.14M +$2.25M +8,382 New
VNIM
329
Vaughan Nelson Investment Management
Texas
$2.13M -$13.8M -51,545 -86%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$2.09M -$286K -1,066 -12%
NIM
331
NEOS Investment Management
Connecticut
$2.05M +$612K +2,285 +40%
AF
332
Avanza Fonder
Sweden
$2.05M +$2.16M +8,057 New
Osaic Holdings
333
Osaic Holdings
Arizona
$2M +$2.69M +10,037 +169%
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M -$39.7K -148 -2%
ECP
335
Elwood Capital Partners
New York
$1.91M +$2.01M +7,500 New
WP
336
Woodline Partners
California
$1.9M +$1.99M +7,444 New
BHCM
337
Brevan Howard Capital Management
Jersey
$1.89M +$1.99M +7,433 New
PIM
338
Penobscot Investment Management
Massachusetts
$1.87M
AssetMark Inc
339
AssetMark Inc
California
$1.87M +$199K +741 +11%
EGM
340
Engineers Gate Manager
New York
$1.83M -$7.21M -26,926 -79%
SCTC
341
Sanibel Captiva Trust Company
Florida
$1.82M -$25.2K -94 -1%
CAM
342
Cresset Asset Management
Illinois
$1.81M -$2.38M -8,886 -56%
TI
343
Tidal Investments
Wisconsin
$1.77M +$283K +1,058 +18%
EAM
344
Erste Asset Management
Austria
$1.74M +$1.83M +6,812 New
SLAM
345
Swiss Life Asset Management
$1.74M +$807K +3,011 +78%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.71M -$80.4K -300 -4%
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$1.7M -$61.4K -229 -3%
Wolverine Trading
348
Wolverine Trading
Illinois
$1.7M +$1.78M +6,642 New
SAM
349
Securian Asset Management
Minnesota
$1.68M -$72.3K -270 -4%
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$1.67M -$123K -459 -7%