We are live on ! Find out more

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
JWA
776
JFS Wealth Advisors
Pennsylvania
$9.95K +$564 +2 +6%
GFPC
777
Global Financial Private Client
Florida
$9.4K +$9.03K +32 New
CFD
778
Creative Financial Designs
Indiana
$8.82K
SSB
779
Sandy Spring Bank
Maryland
$8.53K
MFT
780
Moisand Fitzgerald Tamayo
Florida
$8.23K
RA
781
Ransom Advisory
Rhode Island
$8.23K
FWM
782
FSA Wealth Management
Massachusetts
$7.93K +$7.62K +27 New
GBT
783
Grove Bank & Trust
Florida
$7.64K +$7.33K +26 New
SOW
784
State of Wyoming
Wyoming
$7.35K +$846 +3 +14%
DF
785
Dunhill Financial
United Kingdom
$7.21K +$3.67K +13 +108%
ETS
786
ESL Trust Services
New York
$7.05K
MAM
787
Meeder Asset Management
Ohio
$6.76K -$18.6K -66 -74%
S
788
Sachetta
Massachusetts
$6.76K
PWMG
789
Prestige Wealth Management Group
New Jersey
$6.17K
AW
790
Avion Wealth
Texas
$6K +$1.69K +6 +38%
AWM
791
Abound Wealth Management
Tennessee
$5.88K
CT
792
Colonial Trust
South Carolina
$5.83K +$5.64K +20 New
CWP
793
Concord Wealth Partners
Virginia
$4.7K
QC
794
Quent Capital
New York
$4.7K
RTL
795
Red Tortoise LLC
Georgia
$4.7K
ZB
796
Zions Bancorporation
Utah
$4.7K
HWA
797
Heritage Wealth Advisors
Virginia
$4.7K +$4.51K +16 New
WWP
798
WR Wealth Planners
Missouri
$3.82K
CPA
799
Capital Performance Advisors
California
$3.62K +$3.38K +12 New
CWC
800
Carolinas Wealth Consulting
North Carolina
$3.53K +$1.41K +5 +71%