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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
PPWP
376
Premier Path Wealth Partners
New Jersey
$1.46M +$175K +652 +13%
IIM
377
INTECH Investment Management
Florida
$1.45M -$318K -1,188 -17%
MGP
378
Metis Global Partners
California
$1.44M +$59K +220 +4%
DSA
379
Droms Strauss Advisors
Missouri
$1.43M
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$1.41M +$174K +650 +13%
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$1.39M -$23.6M -88,219 -94%
WSCM
382
Wellington Shields Capital Management
New York
$1.39M
Walleye Trading
383
Walleye Trading
New York
$1.36M +$1.43M +5,354 New
UF
384
Univest Financial
Pennsylvania
$1.34M
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$1.32M +$7.77K +29 +0.6%
OAC
386
OMERS Administration Corp
Ontario, Canada
$1.31M +$235K +877 +21%
EI
387
Ethic Inc
New York
$1.31M -$2.3M -8,578 -63%
Verition Fund Management
388
Verition Fund Management
Connecticut
$1.28M +$1.1M +4,090 +431%
SF
389
Synovus Financial
Georgia
$1.28M -$314K -1,173 -19%
FFBTD
390
First Financial Bank - Trust Division
Ohio
$1.28M +$2.68K +10 +0.2%
BCI
391
Brinker Capital Investments
Pennsylvania
$1.27M -$186K -696 -12%
OPS
392
Orion Portfolio Solutions
Nebraska
$1.27M -$186K -696 -12%
CI
393
CX Institutional
Indiana
$1.22M +$21.4K +80 +2%
VA
394
Vident Advisory
Georgia
$1.22M +$698K +2,604 +120%
BAM
395
Belpointe Asset Management
Nevada
$1.22M +$33.2K +124 +3%
FCA
396
Fortis Capital Advisors
Kansas
$1.22M +$33.2K +124 +3%
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
$1.21M +$351K +1,310 +38%
CGIM
398
Capital Group Investment Management
Singapore
$1.2M -$1.3M -4,870 -51%
DWM
399
Dynasty Wealth Management
Florida
$1.18M -$1.61K -6 -0.1%
PWM
400
Power Wealth Management
Georgia
$1.17M -$609K -2,274 -33%