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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
HAG
526
HighPoint Advisor Group
Illinois
$478K +$25.4K +90 +5%
Fidelity International
527
Fidelity International
Bermuda
$474K +$15.8K +56 +4%
NP
528
NorthRock Partners
Minnesota
$471K -$41.5K -147 -8%
TTWM
529
TCV Trust & Wealth Management
Virginia
$470K
Jones Financial Companies
530
Jones Financial Companies
Missouri
$469K +$247K +875 +118%
MM
531
MQS Management
New York
$460K +$441K +1,565 New
DFCM
532
Dark Forest Capital Management
Puerto Rico
$457K +$439K +1,555 New
IAN
533
Integrated Advisors Network
Texas
$456K -$4.23K -15 -1%
NB
534
Nicolet Bankshares
Wisconsin
$448K -$115K -409 -21%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$447K +$26.2K +93 +7%
PA
536
Profund Advisors
Maryland
$447K -$132K -467 -23%
PAM
537
Panagora Asset Management
Massachusetts
$445K -$282 -1 -0.1%
VWMG
538
Virginia Wealth Management Group
Virginia
$441K
WT
539
Washington Trust
Rhode Island
$441K
SFG
540
SNS Financial Group
Minnesota
$439K +$2.54K +9 +0.6%
RC
541
Rovin Capital
Arizona
$438K -$306K -1,084 -42%
OFG
542
Oxford Financial Group
Indiana
$436K -$2.26K -8 -0.5%
SFA
543
Sequoia Financial Advisors
Ohio
$427K +$106K +375 +35%
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$427K +$410K +1,454 New
P
545
Pitcairn
Pennsylvania
$426K -$49.9K -177 -11%
QWP
546
Quotient Wealth Partners
Texas
$426K -$11.8K -42 -3%
SB
547
Strategic Blueprint
Georgia
$419K -$3.67K -13 -0.9%
SPIA
548
Steward Partners Investment Advisory
New York
$419K +$46.8K +166 +13%
FVWA
549
Foster Victor Wealth Advisors
South Carolina
$415K
SC
550
Syon Capital
California
$413K +$13K +46 +3%