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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.19B +$19.8M +70,099 +0.5%
Capital International Investors
2
Capital International Investors
California
$3.52B -$741M -2,625,981 -18%
BlackRock
3
BlackRock
New York
$2.8B +$92.3M +327,397 +4%
State Street
4
State Street
Massachusetts
$1.42B +$14.8M +52,489 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B +$474M +1,682,311 +63%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.17B -$88M -312,147 -7%
Morgan Stanley
7
Morgan Stanley
New York
$976M -$502M -1,778,496 -35%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$950M +$248M +880,162 +37%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$914M +$19M +67,279 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$845M +$8.39M +29,742 +1%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$831M -$312M -1,107,782 -28%
Invesco
12
Invesco
Georgia
$664M -$29.4M -104,403 -4%
Parnassus Investments
13
Parnassus Investments
California
$607M +$176K +624 +0%
GIM
14
Generation Investment Management
United Kingdom
$606M -$439M -1,555,553 -43%
CCM
15
Cantillon Capital Management
New York
$536M -$15.4M -54,434 -3%
Harris Associates
16
Harris Associates
Illinois
$535M -$132M -469,272 -20%
Bank of America
17
Bank of America
North Carolina
$403M +$52.9M +187,684 +16%
JIM
18
Jensen Investment Management
Oregon
$365M -$74.3M -263,556 -18%
Marshall Wace
19
Marshall Wace
United Kingdom
$331M +$21.4M +75,818 +7%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$329M -$126M -446,784 -29%
Northern Trust
21
Northern Trust
Illinois
$321M -$21.6M -76,569 -7%
Boston Partners
22
Boston Partners
Massachusetts
$306M +$3.68M +13,050 +1%
Norges Bank
23
Norges Bank
Norway
$300M -$12.5M -44,313 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$262M -$24M -85,192 -9%
Franklin Resources
25
Franklin Resources
California
$251M +$62.1M +220,109 +34%