825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
476
LifePlan Financial
Minnesota
$694K -$18.2K -62 -3%
AWM
477
Apollon Wealth Management
South Carolina
$659K +$104K +355 +19%
HNB
478
Huntington National Bank
Ohio
$652K -$244K -831 -27%
VA
479
Vident Advisory
Georgia
$639K +$67.9K +231 +12%
TCOV
480
Trust Company of Vermont
Vermont
$638K +$519K +1,765 +436%
JF
481
Jump Financial
Illinois
$633K +$312K +1,062 +97%
EF
482
Empowered Funds
Pennsylvania
$632K +$98.4K +335 +18%
JCM
483
Janney Capital Management
Pennsylvania
$621K
BPA
484
Beacon Pointe Advisors
California
$619K -$148K -503 -19%
EFS
485
Essex Financial Services
Connecticut
$615K +$16.6K +61 +3%
GS
486
GTS Securities
New York
$604K +$604K +2,054 New
RSWM
487
Robertson Stephens Wealth Management
California
$602K +$602K +2,049 New
OAM
488
Oxford Asset Management
United Kingdom
$601K +$601K +2,046 New
RC
489
Roundview Capital
New Jersey
$588K
IAIM
490
International Assets Investment Management
Florida
$580K +$580K +959,115 +76,914%
MIS
491
Morningstar Investment Services
Illinois
$579K +$252K +868 +77%
MYAM
492
Meiji Yasuda Asset Management
Japan
$574K -$22.9K -78 -4%
First Manhattan
493
First Manhattan
New York
$566K
TSS
494
Two Sigma Securities
New York
$562K +$562K +1,914 New
MCM
495
Manchester Capital Management
Vermont
$562K +$294 +1 +0.1%
DC
496
Davenport & Co
Virginia
$562K -$61.7K -210 -10%
WTA
497
Washington Trust Advisors
Massachusetts
$552K
AC
498
AXQ Capital
New Jersey
$552K +$552K +1,878 New
EA
499
Everpar Advisors
Oklahoma
$550K -$59.1K -201 -10%
EWA
500
EverSource Wealth Advisors
Alabama
$549K +$13.8K +47 +3%