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
DPW
801
DiNuzzo Private Wealth
Pennsylvania
$3.23K
MA
802
MCF Advisors
Kentucky
$3.23K
SIC
803
SJS Investment Consulting
Ohio
$3.23K
CPG
804
Cornerstone Planning Group
New Jersey
$3.22K +$564 +2 +20%
Lazard Asset Management
805
Lazard Asset Management
New York
$3K
NS
806
NBC Securities
Alabama
$3K
CAL
807
Capital Analysts LLC
Pennsylvania
$3K +$1.97K +7 +175%
CCA
808
Criterion Capital Advisors
Tennessee
$2.42K
TFM
809
TFC Financial Management
Massachusetts
$2.35K
PA
810
Pineridge Advisors
Missouri
$2.35K
TCA
811
Trifecta Capital Advisors
Illinois
$2.06K
VWA
812
Valued Wealth Advisors
Utah
$2.06K +$1.13K +4 +133%
CTC
813
Central Trust Company
Missouri
$1.76K
TAM
814
Tucker Asset Management
Colorado
$1.76K
BF
815
BOK Financial
Oklahoma
$1.76K
VWWMG
816
Vermillion & White Wealth Management Group
Pennsylvania
$1.48K
TWD
817
True Wealth Design
Ohio
$1.47K
WWM
818
Wolff Wiese Magana
California
$1.47K
AWM
819
Avior Wealth Management
Nebraska
$1.47K +$282 +1 +25%
RAM
820
Riggs Asset Management
Pennsylvania
$1.18K
HWP
821
Highline Wealth Partners
California
$1.18K +$564 +2 +100%
CAC
822
Core Alternative Capital
Georgia
$1.18K
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$1.18K
CA
824
Claris Advisors
Missouri
$1.18K +$1.13K +4 New
JFG
825
JDM Financial Group
Texas
$882 +$846 +3 New