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Equifax
EFX

Overview Fund Activity

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

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$913M
2
Lazard Asset Management
Lazard Asset Management
New York
$241M
3
VanEck Associates
VanEck Associates
New York
$412M
4
Goldman Sachs
Goldman Sachs
New York
$397M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.28B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.28B
2
BlackRock
BlackRock
New York
$2.18B
3
IAIM
International Assets Investment Management
Florida
$330K
4
Marshall Wace
Marshall Wace
United Kingdom
$137M
5
GIM
Generation Investment Management
United Kingdom
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$5.37M +$174K +681 +3%
Corient Private Wealth
227
Corient Private Wealth
Florida
$5.26M -$42.1K -165 -0.8%
UIM
228
USS Investment Management
United Kingdom
$5.23M -$790K -3,100 -13%
URS
229
Utah Retirement Systems
Utah
$5.2M +$25.5K +100 +0.5%
X
230
Xponance
Pennsylvania
$5.15M +$146K +574 +3%
LIM
231
Letson Investment Management
Georgia
$5.11M – – –
VAS
232
Vestmark Advisory Solutions
Massachusetts
$5.08M +$226K +885 +5%
IPAM
233
ICICI Prudential Asset Management
India
$5.04M – – –
LIP
234
Lighthouse Investment Partners
Florida
$5.04M +$4.72M +18,538 +1,481%
M&T Bank
235
M&T Bank
New York
$5M +$562K +2,206 +13%
CWM
236
CIBC World Markets
New York
$4.98M +$703K +2,760 +16%
PI
237
PineBridge Investments
New York
$4.89M +$4.89M +19,172 New
NYLIM
238
New York Life Investment Management
New York
$4.7M +$28.5K +112 +0.6%
CI
239
Cooper Investors
Australia
$4.57M +$4.57M +17,940 New
ProShare Advisors
240
ProShare Advisors
Maryland
$4.57M +$575K +2,257 +14%
BFO
241
Biltmore Family Office
North Carolina
$4.56M -$14.5K -57 -0.3%
PFSRSONJ
242
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.56M +$4.56M +17,875 New
LFM
243
LGT Fund Management
Liechtenstein
$4.52M +$4.52M +17,729 New
Cerity Partners
244
Cerity Partners
New York
$4.49M -$122K -437 -3%
SA
245
Sanctuary Advisors
Indiana
$4.43M -$275K -988 -6%
SL
246
Sentry LLC
Tennessee
$4.41M – – –
CB
247
Commerce Bank
Missouri
$4.39M +$40.3K +158 +0.9%
FCM
248
Fairbanks Capital Management
California
$4.29M -$65.2K -256 -1%
RP
249
Riverbridge Partners
Minnesota
$4.28M -$344K -1,348 -7%
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$4.23M +$751K +2,948 +22%
8 9
10
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