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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
Franklin Resources
26
Franklin Resources
California
$252M +$33.3M +124,161 +14%
Lazard Asset Management
27
Lazard Asset Management
New York
$241M +$253M +945,988 +7,883,233%
UBS AM
28
UBS AM
Illinois
$216M +$24.3M +90,759 +12%
Charles Schwab
29
Charles Schwab
California
$203M +$8.03M +29,986 +4%
KCM
30
Kensico Capital Management
Connecticut
$197M -$1.5M -5,600 -0.7%
Macquarie Group
31
Macquarie Group
Australia
$193M +$7.06M +26,339 +4%
Artisan Partners
32
Artisan Partners
Wisconsin
$189M +$4.82M +17,989 +2%
AC
33
AKO Capital
United Kingdom
$185M +$47.3M +176,434 +32%
TP
34
Theleme Partners
United Kingdom
$182M +$30.8M +115,000 +19%
Bessemer Group
35
Bessemer Group
New Jersey
$181M +$1.1M +4,113 +0.6%
Legal & General Group
36
Legal & General Group
United Kingdom
$179M -$4.51M -16,848 -2%
Pictet Asset Management
37
Pictet Asset Management
Switzerland
$173M +$24.5M +91,609 +16%
JP Morgan Chase
38
JP Morgan Chase
New York
$169M +$1.14M +4,261 +0.6%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$160M +$12.5M +46,577 +8%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$151M -$33.3M -124,432 -17%
Wells Fargo
41
Wells Fargo
California
$142M +$4.87M +18,186 +3%
Marshall Wace
42
Marshall Wace
United Kingdom
$137M -$158M -590,635 -52%
IIP
43
Intermede Investment Partners
United Kingdom
$129M -$37.6M -140,161 -22%
UBS Group
44
UBS Group
Switzerland
$118M +$72.1M +269,107 +140%
Raymond James Financial
45
Raymond James Financial
Florida
$114M +$120M +446,914 New
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$112M -$29.3M -109,199 -20%
American Century Companies
47
American Century Companies
Missouri
$110M -$56.4M -210,346 -33%
Allianz Asset Management
48
Allianz Asset Management
Germany
$104M +$6.51M +24,295 +6%
CG
49
Carmignac Gestion
France
$95.1M +$87.7M +327,400 +715%
Fundsmith LLP
50
Fundsmith LLP
United Kingdom
$92.6M