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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
CL
426
Choreo LLC
Illinois
$986K +$236K +837 +33%
RJFSA
427
Raymond James Financial Services Advisors
Florida
$979K -$70.2K -249 -7%
CM
428
Crestline Management
Texas
$976K +$937K +3,323 New
CIA
429
Capital Investment Advisors
Georgia
$963K -$525K -1,860 -36%
AF
430
Aviso Financial
Ontario, Canada
$960K +$376K +1,334 +69%
TSWM
431
Triangle Securities Wealth Management
North Carolina
$956K -$48.5K -172 -5%
AO
432
Advisor OS
Illinois
$946K -$426K -1,512 -32%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$926K +$43.2K +153 +5%
IGAM
434
iA Global Asset Management
Quebec, Canada
$925K
FCM
435
FJ Capital Management
Virginia
$919K +$882K +3,127 New
D.E. Shaw & Co
436
D.E. Shaw & Co
New York
$911K -$2.85M -10,113 -77%
SCM
437
Sandler Capital Management
New York
$901K +$865K +3,067 New
AWM
438
AE Wealth Management
Kansas
$892K -$140K -496 -14%
NECFA
439
New England Capital Financial Advisors
Connecticut
$892K
PCG
440
PFC Capital Group
California
$875K -$18.3K -65 -2%
MPPW
441
Mitchell & Pahl Private Wealth
Oklahoma
$863K +$15.8K +56 +2%
O
442
Ossiam
France
$859K -$235K -834 -22%
CA
443
Clearstead Advisors
Ohio
$857K -$16.9K -60 -2%
AWM
444
Aberdeen Wealth Management
Illinois
$852K
ANBT
445
American National Bank & Trust
Texas
$852K
BAMCO Inc
446
BAMCO Inc
New York
$852K +$56.4K +200 +7%
ACM
447
Advisors Capital Management
New Jersey
$849K -$256K -906 -24%
FCI
448
Financial Counselors Inc
Kansas
$843K +$9.59K +34 +1%
ST
449
Spinnaker Trust
Maine
$840K
SIA
450
Sit Investment Associates
Minnesota
$832K -$106K -375 -12%