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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
SIS
826
Strategic Investment Solutions
Illinois
$599 +$564 +2 New
FPFS
827
First Personal Financial Services
North Carolina
$588 +$564 +2 New
PCWA
828
Pacific Capital Wealth Advisors
California
$588 +$564 +2 New
RTC
829
Riverview Trust Company
Washington
$588 +$564 +2 New
VAMG
830
Voisard Asset Management Group
Michigan
$588 +$564 +2 New
AP
831
Aspect Partners
Virginia
$294
ADL
832
Asset Dedication LLC
California
$294
CAM
833
Chesapeake Asset Management
New York
$293 +$282 +1 New
ACA
834
American Capital Advisory
Idaho
$29
DWM
835
Dogwood Wealth Management
Kansas
$4
CMP
836
Coston McIsaac & Partners
Maine
$2
CVA
837
Ceredex Value Advisors
Florida
-$84.9M -350,356 Closed
BAM
838
Burgundy Asset Management
Ontario, Canada
-$65.4M -269,796 Closed
First Trust Advisors
839
First Trust Advisors
Illinois
-$15.2M -62,792 Closed
GC
840
Gillson Capital
Illinois
-$8.37M -34,500 Closed
FC
841
FORA Capital
Florida
-$4.15M -17,133 Closed
SFC
842
Strategic Financial Concepts
Texas
-$55 -15,305 Closed
QIM
843
Quantitative Investment Management
Virginia
-$1.76M -7,251 Closed
RT
844
Rockland Trust
Massachusetts
-$1.75M -7,200 Closed
SWS
845
SYSTM Wealth Solutions
Illinois
-$1.65M -6,792 Closed
FDP
846
Financiere des Professionnels
Quebec, Canada
-$1.42M -5,923 Closed
FWIA
847
Fort Washington Investment Advisors
Ohio
-$1.18M -4,857 Closed
BA
848
Bridgewater Associates
Connecticut
-$1M -4,130 Closed
LCM
849
Laurion Capital Management
New York
-$717K -2,956 Closed
Acadian Asset Management
850
Acadian Asset Management
Massachusetts
-$618K -2,555 Closed