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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
APW
601
Austin Private Wealth
Texas
$278K +$4.82K +18 +2%
GWM
602
GSB Wealth Management
Connecticut
$273K +$536 +2 +0.2%
PVM
603
Palogic Value Management
Texas
$272K +$3.21K +12 +1%
CFS
604
Cannon Financial Strategists
Georgia
$270K -$268 -1 -0.1%
NERM
605
New England Research & Management
Illinois
$268K +$281K +1,050 New
JIC
606
Johnson Investment Counsel
Ohio
$268K +$63.2K +236 +29%
NA
607
Novus Advisors
South Carolina
$268K +$281K +1,050 New
FTUS
608
Flow Traders U.S.
New York
$267K +$281K +1,047 New
LI
609
LRI Investments
Florida
$266K +$14.2K +53 +5%
GT
610
Glenview Trust
Kentucky
$266K +$2.14K +8 +0.8%
PTC
611
Private Trust Company
Ohio
$266K +$8.57K +32 +3%
EHC
612
Everett Harris & Co
California
$263K
WI
613
Wedgewood Investors
Pennsylvania
$261K
AIP
614
Arrowpoint Investment Partners
Singapore
$260K +$273K +1,020 New
OC
615
Oppenheimer & Co
New York
$258K -$78.2K -292 -22%
II
616
Inspire Investing
Idaho
$258K +$11K +41 +4%
SCA
617
Snowden Capital Advisors
New York
$258K +$25.7K +96 +10%
FWCM
618
Ferguson Wellman Capital Management
Oregon
$257K +$1.07K +4 +0.4%
AAM
619
Auxier Asset Management
Oregon
$255K
CG
620
Clarus Group
Texas
$255K
DWA
621
Douglass Winthrop Advisors
New York
$255K
HCM
622
Howland Capital Management
Massachusetts
$255K
NFG
623
Nadler Financial Group
Illinois
$255K
Axa
624
Axa
France
$254K +$24.4K +91 +10%
SI
625
Stephens Inc
Arkansas
$253K -$2.68K -10 -1%