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834 hedge funds and large institutions have $34.3B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 297 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $73.4M

20% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 247

17% more capital invested

Capital invested by funds: $29.3B → $34.3B (+$4.98B)

10% more funds holding

Funds holding: 756834 (+78)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.64% less ownership

Funds ownership: 97.74%95.1% (-2.6%)

Holders
834
Holders Change
+78
Holders Change %
+10.32%
% of All Funds
11.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
134
Increased
297
Reduced
247
Closed
50
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Builder Investment Group
Georgia
$1.81M
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$1.79M +$313K +1,110 +22%
ACM
353
Ashford Capital Management
Delaware
$1.79M +$1.72M +6,090 New
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$1.76M -$56.4K -200 -3%
YL
355
YCG LLC
Texas
$1.76M
XT
356
XTX Topco
Cayman Islands
$1.76M +$10.7K +38 +0.6%
LRIC
357
Long Road Investment Counsel
Michigan
$1.75M
Osaic Holdings
358
Osaic Holdings
Arizona
$1.75M -$908K -3,218 -35%
FT
359
Fiduciary Trust
Massachusetts
$1.75M
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$1.75M +$400K +1,420 +24%
TI
361
Tidal Investments
Wisconsin
$1.73M +$241K +855 +17%
BBVA
362
Banco Bilbao Vizcaya Argentaria
Spain
$1.72M +$384K +1,363 +30%
MPWS
363
McCarter Private Wealth Services
Massachusetts
$1.7M +$1.64M +5,800 New
NIM
364
NEOS Investment Management
Connecticut
$1.7M +$331K +1,172 +25%
BFS
365
Bradley Foster & Sargent
Connecticut
$1.68M +$146K +517 +10%
BCI
366
Brinker Capital Investments
Pennsylvania
$1.67M +$681K +2,414 +74%
OPS
367
Orion Portfolio Solutions
Nebraska
$1.67M +$681K +2,414 +74%
DSA
368
Droms Strauss Advisors
Missouri
$1.65M -$122K -434 -7%
CGH
369
Crossmark Global Holdings
Texas
$1.62M -$104K -370 -6%
WSCM
370
Wellington Shields Capital Management
New York
$1.6M
Public Sector Pension Investment Board (PSP Investments)
371
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.59M +$226K +800 +17%
MGP
372
Metis Global Partners
California
$1.59M +$69.9K +248 +5%
SO
373
STRS Ohio
Ohio
$1.59M +$42.6K +151 +3%
LW
374
Linscomb Wealth
Texas
$1.58M +$54.7K +194 +4%
SM
375
Sciencast Management
New Jersey
$1.56M +$1.12M +3,982 +299%