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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
CWM
501
Congress Wealth Management
Massachusetts
$510K +$536K +2,000 New
GC
502
Guggenheim Capital
Illinois
$509K +$81.2K +303 +18%
DC
503
Davenport & Co
Virginia
$503K +$16.9K +63 +3%
MYAM
504
Meiji Yasuda Asset Management
Japan
$493K -$5.89K -22 -1%
HAG
505
HighPoint Advisor Group
Illinois
$491K +$35.6K +133 +7%
First Manhattan
506
First Manhattan
New York
$491K
MCM
507
Manchester Capital Management
Vermont
$487K -$268 -1 -0.1%
VT
508
Vise Technologies
New York
$487K +$242K +902 +89%
TTWM
509
TCV Trust & Wealth Management
Virginia
$484K +$80.4K +300 +19%
DAM
510
Deltec Asset Management
New York
$484K +$509K +1,900 New
SIA
511
Sit Investment Associates
Minnesota
$479K -$255K -950 -34%
WTA
512
Washington Trust Advisors
Massachusetts
$479K
EA
513
Everpar Advisors
Oklahoma
$475K -$1.34K -5 -0.3%
IAA
514
Independent Advisor Alliance
North Carolina
$474K +$184K +685 +58%
VF
515
Virtu Financial
New York
$472K -$2.05M -7,666 -81%
CPCPP
516
Canada Post Corporation Pension Plan
Canada
$470K +$494K +1,845 New
MSA
517
MUFG Securities Americas
New York
$466K +$490K +1,830 New
VSQM
518
V-Square Quantitative Management
Illinois
$460K +$32.2K +120 +7%
RRCM
519
Rappaport Reiches Capital Management
Illinois
$453K
CCWM
520
Correct Capital Wealth Management
Missouri
$446K
AO
521
Advisor OS
Illinois
$441K -$398K -1,487 -46%
CCM
522
Coldstream Capital Management
Washington
$439K -$38.6K -144 -8%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$438K -$26.5K -99 -5%
HPC
524
HM Payson & Co
Maine
$437K -$1.34K -5 -0.3%
SC
525
Syon Capital
California
$437K +$82K +306 +22%