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847 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 310 increasing their positions, 260 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $31.2M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

19% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 260

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% more funds holding

Funds holding: 834847 (+13)

0.6% more ownership

Funds ownership: 95.1%95.7% (+0.6%)

12% less capital invested

Capital invested by funds: $34.3B → $30.2B (-$4.05B)

Holders
847
Holders Change
+13
Holders Change %
+1.56%
% of All Funds
11.16%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
120
Increased
310
Reduced
260
Closed
97
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
926
Advisory Alpha
Michigan
-$201K -684 Closed
SIM
927
Sentry Investment Management
Wisconsin
-$157K -533 Closed
AA
928
Alta Advisers
United Kingdom
-$118K -400 Closed
BWP
929
Baldwin Wealth Partners
Massachusetts
-$88.2K -300 Closed
SFCL
930
Strengthening Families & Communities LLC
Massachusetts
-$74.3K -253 Closed
IIM
931
Intact Investment Management
Quebec, Canada
-$73.5K -250 Closed
GSEP
932
Golden State Equity Partners
California
-$46.1K -157 Closed
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
-$44K -150 Closed
FCT
934
First Community Trust
Iowa
-$40.6K -138 Closed
HB
935
Horizon Bancorp
Indiana
-$37K -125 Closed
ATS
936
Ashton Thomas Securities
New York
-$28.5K -97 Closed
NS
937
NBC Securities
Alabama
-$3K -13 Closed
CPA
938
Capital Performance Advisors
California
-$3.62K -12 Closed
CA
939
Claris Advisors
Missouri
-$1.18K -4 Closed
JFG
940
JDM Financial Group
Texas
-$882 -3 Closed
PCWA
941
Pacific Capital Wealth Advisors
California
-$588 -2 Closed
RTC
942
Riverview Trust Company
Washington
-$588 -2 Closed
VAMG
943
Voisard Asset Management Group
Michigan
-$588 -2 Closed
CAM
944
Chesapeake Asset Management
New York
-$293 -1 Closed
DWM
945
Dogwood Wealth Management
Kansas
-$4
WTFG
946
Wood Tarver Financial Group
Idaho
+$536 +2 New