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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
VIM
451
Vinva Investment Management
Australia
$755K +$792K +2,957 New
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$748K +$151K +563 +24%
CA
453
Clearstead Advisors
Ohio
$747K +$3.21K +12 +0.4%
AWM
454
AE Wealth Management
Kansas
$744K -$31.4K -117 -4%
O
455
Ossiam
France
$740K -$5.09K -19 -0.6%
AWM
456
Aberdeen Wealth Management
Illinois
$739K
ANBT
457
American National Bank & Trust
Texas
$739K
CGA
458
Compound Global Advisors
Washington
$739K +$777K +2,900 New
ECM
459
Everence Capital Management
Indiana
$729K +$394K +1,470 +106%
ST
460
Spinnaker Trust
Maine
$729K
GI
461
GAMMA Investing
California
$727K +$44.7K +167 +6%
PCG
462
PFC Capital Group
California
$726K -$34.8K -130 -4%
SAM
463
Strategy Asset Managers
California
$715K +$1.34K +5 +0.2%
AWM
464
Apollon Wealth Management
South Carolina
$712K +$148K +553 +25%
LS
465
Livforsakringsbolaget Skandia
Sweden
$708K +$482K +1,800 +184%
FCI
466
Financial Counselors Inc
Kansas
$707K -$25.7K -96 -3%
ERIM
467
Eagle Ridge Investment Management
Connecticut
$702K
ICP
468
Impact Capital Partners
Colorado
$696K +$732K +2,730 New
IMRF
469
Illinois Municipal Retirement Fund
Illinois
$693K +$729K +2,720 New
ACM
470
Advisors Capital Management
New Jersey
$687K -$52K -194 -7%
HCMT
471
Highland Capital Management (Tennessee)
Tennessee
$679K
BPA
472
Beacon Pointe Advisors
California
$674K +$143K +535 +25%
AIM
473
Athena Investment Management
California
$660K
PP
474
Prudential plc
United Kingdom
$655K
RFC
475
Regions Financial Corp
Alabama
$652K -$1.88K -7 -0.3%