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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
BBVA
476
Banco Bilbao Vizcaya Argentaria
Spain
$650K -$885K -3,304 -56%
MCM
477
MAI Capital Management
Ohio
$649K +$683K +2,548 New
AFG
478
Atomi Financial Group
New York
$646K +$30.8K +115 +5%
EWA
479
EverSource Wealth Advisors
Alabama
$641K +$173K +646 +35%
DAM
480
Doheny Asset Management
California
$637K
HNB
481
Huntington National Bank
Ohio
$637K +$74.8K +279 +13%
BHC
482
Bowen Hanes & Co
Florida
$634K -$24.1K -90 -3%
CWP
483
Cyndeo Wealth Partners
Florida
$632K +$268 +1 +0%
VI
484
Vestcor Inc
New Brunswick, Canada
$627K -$536 -2 -0.1%
WPC
485
Wedmont Private Capital
Pennsylvania
$625K -$5.89K -22 -0.9%
SAM
486
Silvercrest Asset Management
New York
$616K
GWM
487
Gibbs Wealth Management
Georgia
$603K +$96.2K +359 +18%
SWP
488
Sagespring Wealth Partners
Tennessee
$603K +$633K +2,364 New
PAM
489
Panagora Asset Management
Massachusetts
$602K +$227K +849 +56%
TE
490
Tema ETFs
New York
$600K +$631K +2,354 New
Jane Street
491
Jane Street
New York
$590K -$56.6M -211,234 -99%
EFS
492
Essex Financial Services
Connecticut
$583K +$6.97K +26 +1%
BBHC
493
Brown Brothers Harriman & Co
New York
$580K +$115K +430 +23%
EF
494
Empowered Funds
Pennsylvania
$561K +$14.2K +53 +2%
CL
495
Choreo LLC
Illinois
$560K -$322K -1,201 -35%
TCOV
496
Trust Company of Vermont
Vermont
$553K
AAF
497
Andra AP-fonden
Sweden
$546K +$574K +2,142 New
JCM
498
Janney Capital Management
Pennsylvania
$535K -$3.75K -14 -0.7%
NAS
499
NWF Advisory Services
California
$532K
RC
500
Roundview Capital
New Jersey
$510K