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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
YWM
651
Yoder Wealth Management
California
$232K +$223K +791 New
DT
652
Diversified Trust
Tennessee
$231K +$222K +787 New
9WM
653
9258 Wealth Management
Ohio
$230K +$221K +783 New
NG
654
Norden Group
Utah
$229K +$220K +780 New
HKIMG
655
Hutchens & Kramer Investment Management Group
Indiana
$228K +$221K +785 New
DWT
656
Dorsey & Whitney Trust
South Dakota
$227K +$218K +774 New
AC
657
ASB Consultores
Florida
$225K +$216K +767 New
NHC
658
Nicholas Hoffman & Company
Georgia
$225K +$216K +767 New
SC
659
Savant Capital
Illinois
$225K +$216K +766 New
GLA
660
Great Lakes Advisors
Illinois
$225K +$216K +765 New
NIM
661
Northeast Investment Management
Massachusetts
$224K +$215K +761 New
IFWM
662
Institute for Wealth Management
Colorado
$223K +$214K +760 New
EW
663
Element Wealth
Mississippi
$222K +$214K +757 New
WTC
664
WhitTier Trust Company
Nevada
$222K +$129K +459 +155%
AC
665
Avestar Capital
New York
$222K +$213K +755 New
Koshinski Asset Management
666
Koshinski Asset Management
Illinois
$222K +$213K +755 New
CIA
667
Concurrent Investment Advisors
Florida
$221K +$212K +753 New
JSSH
668
J. Safra Sarasin Holding
$220K +$212K +750 New
SMA
669
Sage Mountain Advisors
Georgia
$217K +$208K +739 New
SC
670
Scotia Capital
Ontario, Canada
$216K +$207K +735 New
PS
671
Principal Securities
Iowa
$215K +$13K +46 +7%
SCM
672
Shelton Capital Management
Colorado
$214K +$206K +729 New
JF
673
JSF Financial
California
$213K +$205K +726 New
FFA
674
Farther Finance Advisors
California
$211K +$6.21K +22 +3%
RIL
675
Rothschild Investment LLC
Illinois
$206K +$5.64K +20 +3%