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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
CWM
726
Compass Wealth Management
Connecticut
$58.8K
AWM
727
Activest Wealth Management
Florida
$57K
Capstone Investment Advisors
728
Capstone Investment Advisors
New York
$56.4K -$224K -794 -81%
RI
729
Ridgewood Investments
New Jersey
$50.5K -$564 -2 -1%
ETC
730
Exchange Traded Concepts
Oklahoma
$48.2K +$46.3K +164 New
GSEP
731
Golden State Equity Partners
California
$46.1K +$44.3K +157 New
C
732
Covestor
United Kingdom
$46K -$9.03K -32 -17%
MCM
733
MV Capital Management
Maryland
$45.3K +$2.26K +8 +5%
HI
734
Harbour Investments
Wisconsin
$45.3K +$1.41K +5 +3%
AA
735
Ancora Advisors
Ohio
$44.3K +$282 +1 +0.7%
AAP
736
Arax Advisory Partners
Colorado
$44.1K
HGERS
737
Householder Group Estate & Retirement Specialist
Arizona
$44K
GEA
738
Glen Eagle Advisors
New Jersey
$42K
TIM
739
Tortoise Investment Management
New York
$41.7K +$4.79K +17 +14%
FCT
740
First Community Trust
Iowa
$40.6K
CT
741
Caldwell Trust
Florida
$37K
HB
742
Horizon Bancorp
Indiana
$37K -$1.97K -7 -5%
CAL
743
Capital Advisors Ltd
Ohio
$36K +$1.13K +4 +3%
MWM
744
Mascoma Wealth Management
New Hampshire
$35.3K -$1.41K -5 -4%
AA
745
Addison Advisors
Vermont
$32.6K
OIA
746
Optimum Investment Advisors
Illinois
$29.4K
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K
ST
748
Smithfield Trust
Pennsylvania
$29K
ATS
749
Ashton Thomas Securities
New York
$28.5K +$27.4K +97 New
RCM
750
Raleigh Capital Management
North Carolina
$27.9K +$7.9K +28 +42%