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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
VFA
576
Valeo Financial Advisors
Indiana
$362K +$1.97K +7 +0.6%
TWM
577
Thrive Wealth Management
Pennsylvania
$356K -$3.67K -13 -1%
WDA
578
Wendell David Associates
New Hampshire
$356K
NIMI
579
Natixis Investment Managers International
France
$356K -$254K -900 -43%
CI Investments Inc
580
CI Investments Inc
Ontario, Canada
$355K +$51.6K +183 +18%
TCM
581
Teza Capital Management
Illinois
$350K +$336K +1,190 New
IAA
582
Independent Advisor Alliance
North Carolina
$345K +$1.97K +7 +0.6%
WAS
583
Wealth Advisory Solutions
Indiana
$344K +$330K +1,170 New
CCIA
584
Cherry Creek Investment Advisors
Colorado
$341K +$282 +1 +0.1%
ECG
585
Edge Capital Group
Georgia
$340K
WA
586
Wealth Alliance
New York
$331K +$8.46K +30 +3%
MWM
587
Meridian Wealth Management
Kentucky
$330K +$316K +1,122 New
ST
588
Sabal Trust
Florida
$329K +$1.13K +4 +0.4%
DADC
589
D.A. Davidson & Co
Montana
$327K
PNC
590
Park National Corp
Ohio
$323K
APW
591
Austin Private Wealth
Texas
$315K +$282 +1 +0.1%
GWM
592
GSB Wealth Management
Connecticut
$314K
QCM
593
QRG Capital Management
Illinois
$313K +$301K +1,066 New
TCBWMS
594
Texas Capital Bank Wealth Management Services
Texas
$312K -$51K -181 -15%
CFS
595
Cannon Financial Strategists
Georgia
$311K -$282 -1 -0.1%
PVM
596
Palogic Value Management
Texas
$310K -$8.18K -29 -3%
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$307K -$2.54K -9 -0.9%
CC
598
Corton Capital
Ontario, Canada
$307K +$294K +1,044 New
OIA
599
OneDigital Investment Advisors
Kansas
$305K +$292K +1,037 New
GT
600
Glenview Trust
Kentucky
$304K +$8.74K +31 +3%