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Equifax

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
AFG
476
Atomi Financial Group
New York
$712K +$35.3K +125 +5%
SAM
477
Silvercrest Asset Management
New York
$710K -$141K -500 -17%
KeyBank National Association
478
KeyBank National Association
Ohio
$703K +$13.3K +47 +2%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$697K +$107K +380 +19%
LF
480
LifePlan Financial
Minnesota
$694K -$17.5K -62 -3%
AWM
481
Apollon Wealth Management
South Carolina
$659K +$100K +355 +19%
HNB
482
Huntington National Bank
Ohio
$652K -$234K -831 -27%
VA
483
Vident Advisory
Georgia
$639K +$65.2K +231 +12%
TCOV
484
Trust Company of Vermont
Vermont
$638K +$498K +1,765 +436%
JF
485
Jump Financial
Illinois
$633K +$300K +1,062 +97%
EF
486
Empowered Funds
Pennsylvania
$632K +$94.5K +335 +18%
JCM
487
Janney Capital Management
Pennsylvania
$621K
BPA
488
Beacon Pointe Advisors
California
$619K -$142K -503 -19%
EFS
489
Essex Financial Services
Connecticut
$615K +$17.2K +61 +3%
NAS
490
NWF Advisory Services
California
$613K -$1.13K -4 -0.2%
GS
491
GTS Securities
New York
$604K +$579K +2,054 New
RSWM
492
Robertson Stephens Wealth Management
California
$602K +$578K +2,049 New
OAM
493
Oxford Asset Management
United Kingdom
$601K +$577K +2,046 New
GWM
494
Gibbs Wealth Management
Georgia
$590K +$66.3K +235 +13%
RC
495
Roundview Capital
New Jersey
$588K
IAIM
496
International Assets Investment Management
Florida
$580K +$271M +959,115 +76,914%
MIS
497
Morningstar Investment Services
Illinois
$579K +$245K +868 +77%
MYAM
498
Meiji Yasuda Asset Management
Japan
$574K -$22K -78 -4%
First Manhattan
499
First Manhattan
New York
$566K
TSS
500
Two Sigma Securities
New York
$562K +$540K +1,914 New