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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
Goldman Sachs
26
Goldman Sachs
New York
$236M +$47.2M +167,391 +26%
KCM
27
Kensico Capital Management
Connecticut
$228M
Charles Schwab
28
Charles Schwab
California
$225M +$25.1M +88,895 +13%
VanEck Associates
29
VanEck Associates
New York
$224M -$188M -667,239 -45%
UBS AM
30
UBS AM
Illinois
$222M -$9.29M -32,948 -4%
Macquarie Group
31
Macquarie Group
Australia
$216M -$26.9M -95,404 -11%
Artisan Partners
32
Artisan Partners
Wisconsin
$213M -$949K -3,366 -0.5%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$211M -$521K -1,847 -0.3%
Legal & General Group
34
Legal & General Group
United Kingdom
$211M +$1.89M +6,699 +0.9%
Bessemer Group
35
Bessemer Group
New Jersey
$207M +$2.73M +9,667 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$193M +$14.3M +50,680 +8%
IIP
37
Intermede Investment Partners
United Kingdom
$190M -$27.9M -98,851 -13%
American Century Companies
38
American Century Companies
Missouri
$189M +$10.2M +36,193 +6%
TP
39
Theleme Partners
United Kingdom
$176M +$58.4M +207,000 +53%
Pictet Asset Management
40
Pictet Asset Management
Switzerland
$172M -$384K -1,362 -0.2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$171M -$516K -1,829 -0.3%
AC
42
AKO Capital
United Kingdom
$162M -$41.2M -146,154 -21%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$161M -$2.35M -8,328 -1%
Wells Fargo
44
Wells Fargo
California
$158M -$1.05M -3,724 -0.7%
RJA
45
Raymond James & Associates
Florida
$118M +$5.03M +17,848 +5%
Citadel Advisors
46
Citadel Advisors
Florida
$115M +$26.4M +93,659 +31%
Allianz Asset Management
47
Allianz Asset Management
Germany
$113M +$104M +367,491 +2,132%
Aviva
48
Aviva
United Kingdom
$113M -$9.46M -33,550 -8%
Swiss National Bank
49
Swiss National Bank
Switzerland
$108M -$282K -1,000 -0.3%
Fundsmith LLP
50
Fundsmith LLP
United Kingdom
$107M -$26.8M -95,059 -21%