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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
AT
626
American Trust
Kentucky
$272K -$21.7K -77 -8%
JWCA
627
J.W. Cole Advisors
Florida
$271K +$5.64K +20 +2%
SCA
628
Snowden Capital Advisors
New York
$269K +$258K +915 New
Axa
629
Axa
France
$267K +$256K +907 New
VI
630
Versor Investments
New York
$264K +$253K +898 New
LI
631
LRI Investments
Florida
$260K -$13K -46 -4%
EGWAG
632
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$245K +870 New
AR
633
Apeiron RIA
Texas
$250K
CI
634
Conning Inc
Connecticut
$249K
LFP
635
Lakeshore Financial Planning
Michigan
$249K
CGL
636
Clarius Group LLC
Washington
$248K -$12.7K -45 -5%
HCM
637
Howard Capital Management
Georgia
$245K +$235K +834 New
VVP
638
Venture Visionary Partners
Ohio
$243K -$9.31K -33 -4%
Teacher Retirement System of Texas
639
Teacher Retirement System of Texas
Texas
$243K -$448K -1,589 -66%
QL
640
Quarry LP
New York
$240K +$229K +811 +11,586%
BRWA
641
B. Riley Wealth Advisors
Florida
$240K -$18.9K -67 -8%
JIC
642
Johnson Investment Counsel
Ohio
$239K +$230K +814 New
CFG
643
Citizens Financial Group
Rhode Island
$238K +$228K +810 New
IIM
644
Ipswich Investment Management
Massachusetts
$236K +$227K +804 New
SWM
645
Seed Wealth Management
Illinois
$235K +$226K +800 New
SIC
646
Sterling Investment Counsel
New York
$235K +$226K +800 New
PAG
647
Private Advisor Group
New Jersey
$234K +$225K +796 New
WAM
648
Weatherly Asset Management
California
$234K +$225K +796 New
EP
649
Edgestream Partners
New Jersey
$234K +$224K +795 New
WBC
650
Westpac Banking Corp
Australia
$232K