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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
SW
851
Simplicity Wealth
New Jersey
-$615K -2,536 Closed
CAS
852
CTC Alternative Strategies
Illinois
-$582K -2,400 Closed
KJHP
853
K.J. Harrison & Partners
Ontario, Canada
-$451K -1,860 Closed
SCM
854
Shapiro Capital Management
Georgia
-$436K -1,800 Closed
Nomura Holdings
855
Nomura Holdings
Japan
-$434K -1,790 Closed
SEC
856
Seven Eight Capital
New York
-$371K -1,531 Closed
CG
857
Caprock Group
Idaho
-$368K -1,518 Closed
MA
858
MJP Associates
Connecticut
-$361K -1,489 Closed
Wolverine Trading
859
Wolverine Trading
Illinois
-$384K -1,363 Closed
SP
860
Symmetry Partners
Connecticut
-$324K -1,336 Closed
SCM
861
Steele Capital Management
Iowa
-$291K -1,200 Closed
CW
862
CreativeOne Wealth
Kansas
-$257K -1,063 Closed
DWM
863
Diversify Wealth Management
Utah
-$206K -740 Closed
TFF
864
The Family Firm
Maryland
-$132K -545 Closed
CB
865
Chris Bulman
California
-$124K -513 Closed
BEI
866
Benjamin Edwards Inc
Missouri
-$62K -254 Closed
MFA
867
McClarren Financial Advisors
Pennsylvania
-$24K -242 Closed
OP
868
ORG Partners
Indiana
-$47.2K -199 Closed
CA
869
Crewe Advisors
Utah
-$31.8K -131 Closed
ACA
870
Atlas Capital Advisors
Wyoming
-$30.3K -125 Closed
VNA
871
Valley National Advisers
Pennsylvania
-$9K -38 Closed
LIA
872
Lynx Investment Advisory
District of Columbia
-$6.19K -26 Closed
TWC
873
TD Waterhouse Canada
Ontario, Canada
-$5.91K -25 Closed
CP
874
Castleview Partners
Texas
-$4.12K -17 Closed
VAG
875
VisionPoint Advisory Group
Texas
-$4.12K -17 Closed