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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
EPFB
176
Employees Provident Fund Board
Malaysia
$11.4M +$12M +44,750 New
Wellington Management Group
177
Wellington Management Group
Massachusetts
$11.4M -$10M -37,465 -46%
MWM
178
Moran Wealth Management
Florida
$11.2M +$332K +1,238 +3%
BMSSC
179
B. Metzler seel. Sohn & Co
Germany
$11.1M -$214K -800 -2%
KK
180
KLP Kapitalforvaltning
Norway
$10.8M +$11.3M +42,355 New
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.8M -$647K -2,416 -5%
Aberdeen Group
182
Aberdeen Group
United Kingdom
$10.7M -$1.92M -7,174 -15%
LF
183
Lansforsakringar Fondforvaltning
Sweden
$10.5M +$11M +41,175 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$9.95M +$554K +2,069 +6%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$9.9M +$292K +1,090 +3%
VMPIC
186
Varma Mutual Pension Insurance Co
Finland
$9.8M -$2.49M -9,300 -19%
CII
187
Capital International Inc
California
$9.78M -$7.52M -28,079 -42%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$9.35M +$2.87M +10,727 +41%
Nomura Asset Management
189
Nomura Asset Management
Japan
$9.32M +$48.5K +181 +0.5%
RAM
190
Resona Asset Management
Japan
$9.2M -$444K -1,656 -4%
ASRS
191
Arizona State Retirement System
Arizona
$9.16M +$140K +524 +1%
CIS
192
Capital International Sarl
California
$9.05M -$7.51M -28,014 -44%
Creative Planning
193
Creative Planning
Kansas
$8.95M -$591K -2,204 -6%
PCM
194
Prana Capital Management
Connecticut
$8.86M +$9.32M +34,770 New
MIM
195
MetLife Investment Management
New Jersey
$8.63M +$159K +592 +2%
SOMRS
196
State of Michigan Retirement System
Michigan
$8.58M
Credit Agricole
197
Credit Agricole
France
$8.52M +$4.17M +15,577 +87%
TFA
198
Toth Financial Advisory
Virginia
$8.36M +$78.8K +294 +0.9%
KPM
199
Kinetic Partners Management
Florida
$8.12M -$10.6M -39,600 -55%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.1M +$2.66M +9,927 +45%