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Equifax
EFX

Overview Fund Activity

720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.56%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.68B
2
Parnassus Investments
Parnassus Investments
California
$516M
3
Boston Partners
Boston Partners
Massachusetts
$155M
4
BlackRock
BlackRock
New York
$2.6B
5
Artisan Partners
Artisan Partners
Wisconsin
$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.1M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$0
5
VAM
Veritas Asset Management
United Kingdom
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
226
MML Investors Services
Massachusetts
$3.54M +$43.3K +175 +1%
FDP
227
Financiere des Professionnels
Quebec, Canada
$3.54M +$28.9K +117 +0.8%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$3.49M +$748K +3,023 +27%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$3.47M -$108K -437 -3%
NSEDCP
230
NJ State Employees Deferred Compensation Plan
New Jersey
$3.39M – – –
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$3.38M -$137K -554 -4%
OCM
232
Olstein Capital Management
New York
$3.34M -$4.33M -17,500 -56%
Mariner
233
Mariner
Kansas
$3.33M +$105K +424 +3%
US Bancorp
234
US Bancorp
Minnesota
$3.31M +$169K +683 +5%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$3.29M -$316K -1,280 -9%
CM
236
Crestline Management
Texas
$3.27M +$3.27M +13,238 New
SG Americas Securities
237
SG Americas Securities
New York
$3.22M -$1.53M -6,208 -32%
SWS
238
SYSTM Wealth Solutions
Illinois
$3.1M -$166K -670 -5%
Rafferty Asset Management
239
Rafferty Asset Management
New York
$3.05M +$148K +600 +5%
HCM
240
Hillman Capital Management
Maryland
$2.98M – – –
HA
241
Harbor Advisors
Florida
$2.97M – – –
NWM
242
Nicola Wealth Management
British Columbia, Canada
$2.97M +$2.97M +12,000 New
AI
243
Atria Investments
North Carolina
$2.89M +$547K +2,212 +23%
Assenagon Asset Management
244
Assenagon Asset Management
Luxembourg
$2.88M +$2.43M +9,844 +552%
TPCW
245
TD Private Client Wealth
New York
$2.82M -$141K -569 -5%
SMDAM
246
Sumitomo Mitsui DS Asset Management
Japan
$2.8M +$61.6K +249 +2%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$2.76M -$490K -1,981 -15%
EI
248
Ethic Inc
New York
$2.74M +$880K +3,560 +47%
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$2.74M +$174K +705 +7%
YL
250
YCG LLC
Texas
$2.72M – – –
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