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Equifax

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
676
Graham Capital Management
Connecticut
$201K -$475K -1,617 -70%
AA
677
Advisory Alpha
Michigan
$201K +$201K +684 New
FFM
678
Forum Financial Management
Illinois
$200K +$200K +681 New
DAM
679
Delta Asset Management
Tennessee
$195K
MG
680
Mather Group
Illinois
$186K +$2.65K +9 +1%
LFG
681
Larson Financial Group
Missouri
$182K -$47.3K -161 -21%
PCM
682
Penserra Capital Management
California
$171K +$1.75K +6 +1%
PA
683
Parallel Advisors
California
$170K +$21.2K +72 +14%
LC
684
Lindbrook Capital
California
$170K +$9.11K +31 +6%
BIG
685
Brooklyn Investment Group
New York
$169K +$169K +576 New
EBA
686
Eagle Bay Advisors
New York
$159K -$16.2K -55 -9%
SIM
687
Sentry Investment Management
Wisconsin
$157K
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$155K +$6.47K +22 +4%
SAM
689
Smartleaf Asset Management
Massachusetts
$153K +$61.3K +211 +67%
IA
690
IFP Advisors
Florida
$144K -$38.2K -130 -21%
GRP
691
Global Retirement Partners
California
$127K +$2.94K +10 +2%
PK
692
Pflug Koory
Nebraska
$126K +$126K +430 New
WSFS
693
Wilmington Savings Fund Society
Delaware
$125K -$297K -1,010 -70%
PBK
694
Peoples Bank (Kansas)
Kansas
$122K
AT
695
Arlington Trust
Alabama
$120K
NL
696
NVWM LLC
Pennsylvania
$119K
AA
697
Alta Advisers
United Kingdom
$118K
HDIM
698
Hanson & Doremus Investment Management
Vermont
$117K
CH
699
Cromwell Holdings
Wyoming
$109K +$12.9K +44 +13%
GM
700
GeoWealth Management
Illinois
$108K -$55K -187 -34%