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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
701
Arlington Trust
Alabama
$120K
NL
702
NVWM LLC
Pennsylvania
$119K
AA
703
Alta Advisers
United Kingdom
$118K
HDIM
704
Hanson & Doremus Investment Management
Vermont
$117K
CH
705
Cromwell Holdings
Wyoming
$109K +$12.4K +44 +13%
GM
706
GeoWealth Management
Illinois
$108K -$52.7K -187 -34%
BTI
707
Blue Trust Inc
Georgia
$105K +$78.7K +279 +179%
DIP
708
DT Investment Partners
Pennsylvania
$104K
CFO
709
CVA Family Office
Colorado
$104K +$2.26K +8 +2%
PSB
710
Piscataqua Savings Bank
New Hampshire
$99K
AIM
711
Anchor Investment Management
South Carolina
$94.6K +$90.8K +322 New
BWP
712
Baldwin Wealth Partners
Massachusetts
$88.2K +$84.6K +300 New
PFPT
713
Pinnacle Financial Partners (Tennessee)
Tennessee
$84.6K +$81.2K +288 New
VCM
714
Versant Capital Management
Arizona
$83.2K +$3.67K +13 +5%
NA
715
NewEdge Advisors
Louisiana
$75.7K -$4.79K -17 -6%
SFCL
716
Strengthening Families & Communities LLC
Massachusetts
$74.3K
CSB
717
City State Bank
Iowa
$73.5K
IIM
718
Intact Investment Management
Quebec, Canada
$73.5K +$70.5K +250 New
GWM
719
Geneos Wealth Management
Colorado
$69.9K +$12.4K +44 +23%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$68.8K +$1.41K +5 +2%
KFI
721
Key Financial Inc
Pennsylvania
$66.7K
UB
722
UMB Bank
Missouri
$63.5K +$5.92K +21 +11%
CIA
723
Cape Investment Advisory
Georgia
$62.9K +$3.95K +14 +7%
OCM
724
Osterweis Capital Management
California
$61.7K
FFC
725
First Financial Corp
Indiana
$61.4K