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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
AAS
401
Avantax Advisory Services
Texas
$1.15M
Lido Advisors
402
Lido Advisors
California
$1.11M +$429K +1,601 +58%
AF
403
Aviso Financial
Ontario, Canada
$1.11M +$292K +1,091 +33%
SAM
404
Shell Asset Management
Netherlands
$1.1M -$38K -142 -3%
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M +$781K +2,916 +209%
1WM
406
1900 Wealth Management
Texas
$1.09M
TMAM
407
Tokio Marine Asset Management
Japan
$1.09M +$107K +401 +10%
CA
408
Cullinan Associates
Kentucky
$1.08M
CGH
409
Crossmark Global Holdings
Texas
$1.07M -$350K -1,306 -24%
DCM
410
Donaldson Capital Management
Indiana
$1.07M
UCFA
411
United Capital Financial Advisors
Texas
$1.07M +$64.6K +241 +6%
EF
412
Empirical Finance
Pennsylvania
$1.06M -$11.3K -42 -1%
AI
413
AXS Investments
New York
$1.04M -$40.5K -151 -4%
Nomura Holdings
414
Nomura Holdings
Japan
$1.04M +$1.09M +4,083 New
AWP
415
Accretive Wealth Partners
New Jersey
$1.04M +$5.36K +20 +0.5%
IWC
416
Integrated Wealth Concepts
Massachusetts
$1.03M -$64K -239 -6%
NL
417
NWAM LLC
Washington
$1.03M
DADC
418
D.A. Davidson & Co
Montana
$1.02M +$777K +2,900 +260%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$1M +$3.48K +13 +0.3%
NPFS
420
Novak & Powell Financial Services
Florida
$1M +$1.34K +5 +0.1%
DILIC
421
Dai-ichi Life Insurance Company
Japan
$990K
MAS
422
Meeder Advisory Services
Ohio
$973K +$17.1K +64 +2%
PAS
423
Park Avenue Securities
New York
$972K -$43.4K -162 -4%
AC
424
Allstate Corporation
Illinois
$937K +$985K +3,676 New
BJL
425
Brighton Jones LLC
Washington
$927K +$322K +1,200 +49%