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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
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$413K
Vontobel Holding
552
Vontobel Holding
Switzerland
$411K -$13.3K -47 -3%
BAMF
553
BI Asset Management Fondsmaeglerselskab
Denmark
$409K -$759K -2,690 -66%
TA
554
TrueWealth Advisors
Alabama
$408K +$282 +1 +0.1%
ECM
555
Everence Capital Management
Indiana
$408K +$392K +1,390 New
LSAG
556
Lake Street Advisors Group
New Hampshire
$408K +$1.13K +4 +0.3%
CPIG
557
Chicago Partners Investment Group
Illinois
$401K +$14.9K +53 +4%
VWM
558
Venturi Wealth Management
Texas
$399K +$143K +508 +60%
AWM
559
Axxcess Wealth Management
California
$399K -$11.6K -41 -3%
SFI
560
Siemens Fonds Invest
Germany
$394K +$16.1K +57 +4%
SF
561
Summit Financial
New Jersey
$391K -$4.23K -15 -1%
AIM
562
Aigen Investment Management
New York
$390K +$375K +1,328 New
DDPIC
563
Deroy & Devereaux Private Investment Counsel
Michigan
$386K
BWA
564
Burt Wealth Advisors
Maryland
$384K
OC
565
Oppenheimer & Co
New York
$383K +$68.5K +243 +23%
AAM
566
Aureus Asset Management
Massachusetts
$382K
PWG
567
Portside Wealth Group
Utah
$381K +$40.9K +145 +13%
OAM
568
Ostrum Asset Management
France
$379K +$4.51K +16 +1%
BP
569
Ballentine Partners
Massachusetts
$373K +$26.2K +93 +8%
RP
570
Riverwater Partners
Wisconsin
$371K
MPM
571
MBB Public Markets
Illinois
$370K -$2.08M -7,360 -85%
CI
572
Cigna Investments
Connecticut
$369K -$6.21K -22 -2%
PCS
573
Personal CFO Solutions
New Jersey
$369K +$8.74K +31 +3%
AIP
574
Ameritas Investment Partners
Nebraska
$368K -$22.8K -81 -6%
LIP
575
Lighthouse Investment Partners
Florida
$368K -$2.8M -9,913 -89%