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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
RIG
676
Renaissance Investment Group
Massachusetts
$206K +$197K +700 New
SIM
677
Stratos Investment Management
Ohio
$205K +$197K +699 New
APP
678
Avantax Planning Partners
Iowa
$205K +$197K +697 New
TIA
679
Trust Investment Advisors
Indiana
$204K +$195K +693 New
WT
680
Whittier Trust
California
$204K +$6.77K +24 +4%
NRD
681
Nebula Research & Development
New York
$203K +$195K +691 New
GCM
682
Graham Capital Management
Connecticut
$201K -$456K -1,617 -70%
AA
683
Advisory Alpha
Michigan
$201K +$193K +684 New
FFM
684
Forum Financial Management
Illinois
$200K +$192K +681 New
DAM
685
Delta Asset Management
Tennessee
$195K
MG
686
Mather Group
Illinois
$186K +$2.54K +9 +1%
LFG
687
Larson Financial Group
Missouri
$182K -$45.4K -161 -21%
PCM
688
Penserra Capital Management
California
$171K +$1.69K +6 +1%
PA
689
Parallel Advisors
California
$170K +$20.3K +72 +14%
LC
690
Lindbrook Capital
California
$170K +$8.74K +31 +6%
BIG
691
Brooklyn Investment Group
New York
$169K +$162K +576 New
EBA
692
Eagle Bay Advisors
New York
$159K -$15.5K -55 -9%
SIM
693
Sentry Investment Management
Wisconsin
$157K
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$155K +$6.21K +22 +4%
SAM
695
Smartleaf Asset Management
Massachusetts
$153K +$59.5K +211 +67%
IA
696
IFP Advisors
Florida
$144K -$36.7K -130 -21%
GRP
697
Global Retirement Partners
California
$127K +$2.82K +10 +2%
PK
698
Pflug Koory
Nebraska
$126K +$121K +430 New
WSFS
699
Wilmington Savings Fund Society
Delaware
$125K -$285K -1,010 -70%
PBK
700
Peoples Bank (Kansas)
Kansas
$122K