837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.15%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
901
Great Lakes Advisors
Illinois
-$225K -765 Closed
NIM
902
Northeast Investment Management
Massachusetts
-$224K -761 Closed
IFWM
903
Institute for Wealth Management
Colorado
-$223K -760 Closed
EW
904
Element Wealth
Mississippi
-$222K -757 Closed
Koshinski Asset Management
905
Koshinski Asset Management
Illinois
-$222K -755 Closed
JSSH
906
J. Safra Sarasin Holding
-$220K -750 Closed
SMA
907
Sage Mountain Advisors
Georgia
-$217K -739 Closed
SC
908
Scotia Capital
Ontario, Canada
-$216K -735 Closed
SCM
909
Shelton Capital Management
Colorado
-$214K -729 Closed
JF
910
JSF Financial
California
-$213K -726 Closed
RIG
911
Renaissance Investment Group
Massachusetts
-$206K -700 Closed
SIM
912
Stratos Investment Management
Ohio
-$205K -699 Closed
APP
913
Avantax Planning Partners
Iowa
-$205K -697 Closed
TIA
914
Trust Investment Advisors
Indiana
-$204K -693 Closed
NRD
915
Nebula Research & Development
New York
-$203K -691 Closed
AA
916
Advisory Alpha
Michigan
-$201K -684 Closed
SIM
917
Sentry Investment Management
Wisconsin
-$157K -533 Closed
AA
918
Alta Advisers
United Kingdom
-$118K -400 Closed
BWP
919
Baldwin Wealth Partners
Massachusetts
-$88.2K -300 Closed
SFCL
920
Strengthening Families & Communities LLC
Massachusetts
-$74.3K -253 Closed
IIM
921
Intact Investment Management
Quebec, Canada
-$73.5K -250 Closed
GSEP
922
Golden State Equity Partners
California
-$46.1K -157 Closed
HGERS
923
Householder Group Estate & Retirement Specialist
Arizona
-$44K -150 Closed
FCT
924
First Community Trust
Iowa
-$40.6K -138 Closed
HB
925
Horizon Bancorp
Indiana
-$37K -125 Closed