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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
AWP
401
Accretive Wealth Partners
New Jersey
$1.19M -$3.67K -13 -0.3%
NL
402
NWAM LLC
Washington
$1.19M +$8.74K +31 +0.8%
NONA
403
Ninety One North America
New York
$1.19M +$1.14M +4,043 New
PIC
404
PCJ Investment Counsel
Ontario, Canada
$1.18M +$1.13M +4,000 New
PAS
405
Park Avenue Securities
New York
$1.17M -$13.3K -47 -1%
CA
406
Cullinan Associates
Kentucky
$1.17M -$88.8K -315 -7%
UCFA
407
United Capital Financial Advisors
Texas
$1.16M +$60.1K +213 +6%
NPFS
408
Novak & Powell Financial Services
Florida
$1.15M -$4.51K -16 -0.4%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M -$3.1K -11 -0.3%
DILIC
410
Dai-ichi Life Insurance Company
Japan
$1.14M +$846K +3,000 +339%
TMAM
411
Tokio Marine Asset Management
Japan
$1.14M
SLAM
412
Swiss Life Asset Management
$1.13M -$67.7K -240 -6%
BAM
413
Belpointe Asset Management
Nevada
$1.13M +$1.08M +3,835 New
FCA
414
Fortis Capital Advisors
Kansas
$1.13M +$1.08M +3,835 New
MAS
415
Meeder Advisory Services
Ohio
$1.1M +$245K +870 +30%
CB
416
Community Bank
New York
$1.1M
KRSITF
417
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M -$91.1K -323 -8%
LA
418
LVW Advisors
New York
$1.07M +$95K +337 +10%
QT
419
Quantbot Technologies
New York
$1.07M +$51.3K +182 +5%
NFGCM
420
Norman Fields Gottscho Capital Management
New York
$1.06M
GIA
421
Guyasuta Investment Advisors
Pennsylvania
$1.06M
FG
422
Fiduciary Group
Georgia
$1.04M -$18.9K -67 -2%
Focus Partners Wealth
423
Focus Partners Wealth
Massachusetts
$1.01M +$113K +401 +13%
1IA
424
1834 Investment Advisors
Wisconsin
$1M -$90.3K -320 -9%
WB
425
WesBanco Bank
West Virginia
$1M