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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
PWMG
751
Private Wealth Management Group
New Jersey
$25.6K
HWA
752
HHM Wealth Advisors
Tennessee
$24.4K
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$24.1K
RA
754
Rise Advisors
New York
$23.6K
SWM
755
Spire Wealth Management
Virginia
$22.3K -$6.21K -22 -22%
WPA
756
West Paces Advisors
Georgia
$21.2K
EFP
757
EnRich Financial Partners
Wisconsin
$20.3K -$2.82K -10 -13%
PPC
758
Park Place Capital
Alabama
$18.8K -$2.54K -9 -12%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$18.5K -$5.08K -18 -22%
AF
760
Advisornet Financial
Minnesota
$17K -$6.21K -22 -28%
HWM
761
Hemington Wealth Management
Virginia
$17K +$18.6K +66 New
HIA
762
Harbor Investment Advisory
Maryland
$16.2K +$1.97K +7 +15%
ME
763
McIlrath & Eck
Washington
$15.6K
CA
764
Continuum Advisory
Idaho
$14.4K +$846 +3 +6%
BIA
765
Bell Investment Advisors
California
$14.1K
CFGS
766
Concourse Financial Group Securities
Alabama
$14.1K -$5.64K -20 -29%
FHA
767
First Horizon Advisors
Tennessee
$13.8K +$1.13K +4 +9%
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K -$564 -2 -4%
SC
769
Solstein Capital
California
$12.3K
SA
770
SRH Advisors
Kansas
$12.3K
EB
771
Eastern Bank
Massachusetts
$12K +$11.6K +41 New
GXJ
772
Global X Japan
Japan
$11.8K -$3.38K -12 -23%
FNWA
773
Financial Network Wealth Advisors
Utah
$11.2K +$282 +1 +3%
FFO
774
Fortitude Family Office
Arizona
$10.9K +$3.67K +13 +54%
CTWM
775
Cherry Tree Wealth Management
Minnesota
$9.99K