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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
MCM
501
Manchester Capital Management
Vermont
$562K +$282 +1 +0.1%
DC
502
Davenport & Co
Virginia
$562K -$59.2K -210 -10%
WTA
503
Washington Trust Advisors
Massachusetts
$552K
AC
504
AXQ Capital
New Jersey
$552K +$530K +1,878 New
EA
505
Everpar Advisors
Oklahoma
$550K -$56.7K -201 -10%
EWA
506
EverSource Wealth Advisors
Alabama
$549K +$13.3K +47 +3%
BBHC
507
Brown Brothers Harriman & Co
New York
$542K +$30.7K +109 +6%
CCM
508
Coldstream Capital Management
Washington
$540K +$205K +728 +64%
PP
509
Pegasus Partners
Wisconsin
$539K -$298K -1,056 -37%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$534K -$846 -3 -0.2%
BP
511
BBR Partners
New York
$529K -$1.41K -5 -0.3%
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$528K -$11K -39 -2%
BFA
513
Bragg Financial Advisors
North Carolina
$523K -$28.2K -100 -5%
RRCM
514
Rappaport Reiches Capital Management
Illinois
$523K -$3.38K -12 -0.7%
CCWM
515
Correct Capital Wealth Management
Missouri
$515K
HPC
516
HM Payson & Co
Maine
$506K +$1.41K +5 +0.3%
WJWM
517
Williams Jones Wealth Management
New York
$501K +$282 +1 +0.1%
QCG
518
Quadrant Capital Group
Ohio
$498K -$3.95K -14 -0.8%
GC
519
Guggenheim Capital
Illinois
$498K -$88.3K -313 -16%
VSQM
520
V-Square Quantitative Management
Illinois
$495K -$15.2K -54 -3%
HI
521
Horizon Investments
North Carolina
$493K -$13K -46 -3%
GT
522
Greenleaf Trust
Michigan
$489K +$13.5K +48 +3%
BC
523
Bridgefront Capital
Texas
$487K +$468K +1,658 New
IIC
524
Ironwood Investment Counsel
Arizona
$485K
HFO
525
Heritage Family Offices
Arizona
$485K +$564 +2 +0.1%