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Equifax
EFX

Overview Fund Activity

757 hedge funds and large institutions have $31.5B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 265 increasing their positions, 256 reducing their positions, and 46 closing their positions.

Holders
757
Holders Change
+38
Holders Change %
+5.29%
% of All Funds
10.98%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
92
Increased
265
Reduced
256
Closed
46
Calls
$87M
Puts
$72.1M
Net Calls
+$14.9M
Net Calls Change
+$48.8M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
3
American Century Companies
Missouri
$128M
4
Franklin Resources
4
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
4
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
5
Harris Associates
Illinois
$99.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$3.38M 12,641 +1,319 +12%
N
252
Natixis
France
$3.37M 12,613 +12,613 New
CWM
253
CIBC World Markets
New York
$3.3M 12,348 -3,498 -22%
SWS
254
SYSTM Wealth Solutions
Illinois
$3.3M 12,331 -210 -2%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$3.25M 12,134 +1,057 +10%
MCM
256
Moore Capital Management
New York
$3.25M 12,133 +4,966 +69%
HA
257
Harbor Advisors
Florida
$3.21M 12,000 – –
NWM
258
Nicola Wealth Management
British Columbia, Canada
$3.21M 12,000 – –
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$3.2M 11,971 -4,042 -25%
HCM
260
Hillman Capital Management
Maryland
$3.18M 11,894 -144 -1%
Rafferty Asset Management
261
Rafferty Asset Management
New York
$3.14M 11,735 -607 -5%
Man Group
262
Man Group
United Kingdom
$3.08M 11,529 -7,282 -39%
TPCW
263
TD Private Client Wealth
New York
$3.04M 11,372 -19 -0.2%
AG
264
AIA Group
Hong Kong
$3.04M 11,372 +3,455 +44%
AI
265
Atria Investments
North Carolina
$3.02M 11,305 -389 -3%
EMPI
266
Elo Mutual Pension Insurance
Finland
$3.01M 11,259 +519 +5%
LIP
267
Lighthouse Investment Partners
Florida
$2.99M 11,165 +11,165 New
TC
268
TownSquare Capital
Utah
$2.97M 11,096 +4,996 +82%
JF
269
Jump Financial
Illinois
$2.94M 10,987 +9,983 +994%
Nordea Investment Management
270
Nordea Investment Management
Sweden
$2.91M 10,922 +1,390 +15%
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$2.91M 10,866 -294 -3%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$2.9M 10,827 +809 +8%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$2.83M 10,571 +681 +7%
BFM
274
Boothbay Fund Management
New York
$2.82M 10,555 -29,745 -74%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$2.82M 10,547 +936 +10%
9 10
11
12 13