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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
AQR Capital Management
376
AQR Capital Management
Connecticut
$1.56M +$346K +1,228 +30%
UF
377
Univest Financial
Pennsylvania
$1.54M
NB
378
Norinchukin Bank
Japan
$1.54M +$229K +812 +18%
Wealthfront Advisers
379
Wealthfront Advisers
California
$1.52M +$10.4K +37 +0.7%
Mercer Global Advisors
380
Mercer Global Advisors
Colorado
$1.49M +$329K +1,168 +29%
PPWP
381
Premier Path Wealth Partners
New Jersey
$1.49M -$128K -453 -8%
FFBTD
382
First Financial Bank - Trust Division
Ohio
$1.47M
LCM
383
Landscape Capital Management
New Jersey
$1.46M +$1.4M +4,971 New
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$1.44M -$141K -500 -9%
IFU
385
iSAM Funds (UK)
United Kingdom
$1.39M +$1.33M +4,716 New
CI
386
CX Institutional
Indiana
$1.38M +$9.59K +34 +0.7%
BCM
387
Brown Capital Management
Maryland
$1.37M -$2.95M -10,468 -69%
DWM
388
Dynasty Wealth Management
Florida
$1.36M -$289K -1,024 -18%
FTDI
389
First Trust Direct Indexing
Massachusetts
$1.33M +$42K +149 +3%
AAS
390
Avantax Advisory Services
Texas
$1.32M +$244K +865 +24%
LGF
391
LGT Group Foundation
Liechtenstein
$1.31M -$28.2K -100 -2%
SAM
392
Shell Asset Management
Netherlands
$1.31M +$1.26M +4,450 New
IWC
393
Integrated Wealth Concepts
Massachusetts
$1.26M -$47.9K -170 -4%
1WM
394
1900 Wealth Management
Texas
$1.26M
OAC
395
OMERS Administration Corp
Ontario, Canada
$1.25M
AI
396
AXS Investments
New York
$1.25M +$1.2M +4,251 New
DCM
397
Donaldson Capital Management
Indiana
$1.24M
EF
398
Empirical Finance
Pennsylvania
$1.24M +$24.8K +88 +2%
SCM
399
Sterling Capital Management
North Carolina
$1.23M +$1.18M +4,193 New
NPPM
400
North Point Portfolio Managers
Ohio
$1.22M +$1.17M +4,153 New