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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
EHC
601
Everett Harris & Co
California
$304K
WI
602
Wedgewood Investors
Pennsylvania
$301K -$212K -750 -42%
FRA
603
Frank Rimerman Advisors
California
$301K -$5.92K -21 -2%
DS
604
DRW Securities
Illinois
$299K +$287K +1,016 New
PTC
605
Private Trust Company
Ohio
$297K -$22K -78 -7%
VT
606
Vise Technologies
New York
$297K +$285K +1,009 New
FWCM
607
Ferguson Wellman Capital Management
Oregon
$296K
FTWA
608
Fifth Third Wealth Advisors
Ohio
$295K -$1.41K -5 -0.5%
SI
609
Stephens Inc
Arkansas
$295K +$45.7K +162 +19%
AAM
610
Auxier Asset Management
Oregon
$294K
CG
611
Clarus Group
Texas
$294K
DWA
612
Douglass Winthrop Advisors
New York
$294K
HCM
613
Howland Capital Management
Massachusetts
$294K
NFG
614
Nadler Financial Group
Illinois
$294K
SIC
615
Salem Investment Counselors
North Carolina
$290K
LS
616
Livforsakringsbolaget Skandia
Sweden
$287K +$201K +714 +271%
II
617
Inspire Investing
Idaho
$285K -$33.3K -118 -11%
MWM
618
Modera Wealth Management
New Jersey
$283K -$282 -1 -0.1%
TCOTS
619
Trust Company of the South
North Carolina
$283K
SPA
620
Sherbrooke Park Advisers
New York
$280K +$269K +954 New
Verition Fund Management
621
Verition Fund Management
Connecticut
$279K -$116K -412 -30%
MLFP
622
MPS Loria Financial Planners
Illinois
$277K
CCA
623
Checchi Capital Advisers
California
$274K -$2.82K -10 -1%
EI
624
Ellevest Inc
New York
$273K -$5.64K -20 -2%
AIM
625
Acropolis Investment Management
Missouri
$273K +$262K +929 New