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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
IAIM
576
International Assets Investment Management
Florida
$330K -$257M -959,046 -100%
NB
577
Nicolet Bankshares
Wisconsin
$329K -$63K -235 -15%
WA
578
Waverly Advisors
Alabama
$328K +$345K +1,288 New
PCS
579
Personal CFO Solutions
New Jersey
$326K +$6.97K +26 +2%
CI
580
Cigna Investments
Connecticut
$320K
QWP
581
Quotient Wealth Partners
Texas
$319K -$52.3K -195 -13%
OAM
582
Ostrum Asset Management
France
$316K -$13.9K -52 -4%
VFA
583
Valeo Financial Advisors
Indiana
$314K +$268 +1 +0.1%
WDA
584
Wendell David Associates
New Hampshire
$309K
AIP
585
Ameritas Investment Partners
Nebraska
$308K -$12.1K -45 -4%
TWM
586
Thrive Wealth Management
Pennsylvania
$302K -$7.24K -27 -2%
RC
587
Rovin Capital
Arizona
$302K -$81.7K -305 -20%
KRSITF
588
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K +$173K +645 +18%
ECG
589
Edge Capital Group
Georgia
$297K +$1.61K +6 +0.5%
FRA
590
Frank Rimerman Advisors
California
$297K +$37.2K +139 +14%
CCIA
591
Cherry Creek Investment Advisors
Colorado
$297K +$536 +2 +0.2%
UBP
592
Union Bancaire Privee
Switzerland
$296K +$310K +1,158 New
Teacher Retirement System of Texas
593
Teacher Retirement System of Texas
Texas
$295K +$88.7K +331 +40%
WA
594
Wealth Alliance
New York
$292K +$4.82K +18 +2%
MWM
595
Meridian Wealth Management
Kentucky
$286K +$536 +2 +0.2%
ST
596
Sabal Trust
Florida
$283K -$2.41K -9 -0.8%
BWA
597
Burt Wealth Advisors
Maryland
$281K -$54.9K -205 -16%
PNC
598
Park National Corp
Ohio
$280K
TSS
599
Two Sigma Securities
New York
$279K -$220K -820 -43%
TCBWMS
600
Texas Capital Bank Wealth Management Services
Texas
$279K +$8.57K +32 +3%