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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
AF
451
Allworth Financial
California
$825K +$139K +494 +21%
SAM
452
Strategy Asset Managers
California
$823K +$790K +2,800 New
CFM
453
Catalyst Funds Management
Australia
$823K +$762K +2,700 +2,700%
MC
454
Machina Capital
France
$818K +$785K +2,782 New
Lido Advisors
455
Lido Advisors
California
$813K +$97.6K +346 +14%
ERIM
456
Eagle Ridge Investment Management
Connecticut
$809K
GI
457
GAMMA Investing
California
$789K +$229K +813 +43%
A
458
AlphaQuest
New York
$786K +$754K +2,674 New
HCMT
459
Highland Capital Management (Tennessee)
Tennessee
$783K
AFCM
460
Applied Finance Capital Management
Puerto Rico
$769K +$738K +2,617 New
PP
461
PDT Partners
New York
$765K +$564 +2 +0.1%
WI
462
WBI Investments
New Jersey
$762K +$731K +2,592 New
AIM
463
Athena Investment Management
California
$761K -$8.46K -30 -1%
HT
464
Headlands Technologies
Illinois
$760K +$729K +2,585 New
BHC
465
Bowen Hanes & Co
Florida
$757K
BFG
466
Bleakley Financial Group
New Jersey
$756K +$9.03K +32 +1%
PP
467
Prudential plc
United Kingdom
$755K
RFC
468
Regions Financial Corp
Alabama
$753K -$149K -530 -17%
FF
469
Friedenthal Financial
New Jersey
$745K +$715K +2,534 New
DAM
470
Doheny Asset Management
California
$735K
CWP
471
Cyndeo Wealth Partners
Florida
$729K -$1.69K -6 -0.2%
WPC
472
Wedmont Private Capital
Pennsylvania
$727K +$47.1K +167 +7%
VI
473
Vestcor Inc
New Brunswick, Canada
$724K
BJL
474
Brighton Jones LLC
Washington
$716K -$443K -1,570 -39%
BFM
475
Boothbay Fund Management
New York
$715K +$686K +2,433 New