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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
FHA
676
First Horizon Advisors
Tennessee
$172K +$168K +627 +1,334%
DAM
677
Delta Asset Management
Tennessee
$169K
SAM
678
Smartleaf Asset Management
Massachusetts
$164K +$30.8K +115 +22%
MG
679
Mather Group
Illinois
$163K +$1.07K +4 +0.6%
BIG
680
Brooklyn Investment Group
New York
$150K +$3.48K +13 +2%
PA
681
Parallel Advisors
California
$149K +$1.88K +7 +1%
VWA
682
VSM Wealth Advisory
Maryland
$140K +$147K +550 New
IA
683
IFP Advisors
Florida
$131K +$6.97K +26 +5%
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$129K -$6.43K -24 -5%
EBA
685
Eagle Bay Advisors
New York
$122K -$17.1K -64 -12%
LC
686
Lindbrook Capital
California
$122K -$26.5K -99 -17%
PK
687
Pflug Koory
Nebraska
$110K
WSFS
688
Wilmington Savings Fund Society
Delaware
$107K -$1.88K -7 -2%
PBK
689
Peoples Bank (Kansas)
Kansas
$106K
GRP
690
Global Retirement Partners
California
$105K -$5.63K -21 -5%
AT
691
Arlington Trust
Alabama
$104K
NL
692
NVWM LLC
Pennsylvania
$103K -$268 -1 -0.2%
HDIM
693
Hanson & Doremus Investment Management
Vermont
$101K
VCM
694
Versant Capital Management
Arizona
$95.8K +$24.9K +93 +33%
CFO
695
CVA Family Office
Colorado
$94.5K +$4.29K +16 +5%
CCA
696
Catalyst Capital Advisors
New York
$92.5K +$97.3K +363 New
DIP
697
DT Investment Partners
Pennsylvania
$90.5K
PSB
698
Piscataqua Savings Bank
New Hampshire
$85.9K
PFPT
699
Pinnacle Financial Partners (Tennessee)
Tennessee
$84.6K
CH
700
Cromwell Holdings
Wyoming
$83.3K -$11.8K -44 -12%