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Equifax
EFX

Overview Fund Activity

750 hedge funds and large institutions have $29.3B invested in Equifax in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 306 increasing their positions, 221 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-8
Holders Change %
-1.06%
% of All Funds
10.91%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
75
Increased
306
Reduced
221
Closed
69
Calls
$89.9M
Puts
$74.3M
Net Calls
+$15.6M
Net Calls Change
+$693K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$465M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
3
Capital International Investors
Capital International Investors
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$132M
5
TP
Theleme Partners
United Kingdom
+$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$351M
2
DZ Bank
DZ Bank
Germany
-$207M
3
VAM
Veritas Asset Management
United Kingdom
-$176M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.1M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$606K +2,499 +23%
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$3.2M -$145K -600 -4%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$3.2M -$159K -654 -5%
US Bancorp
254
US Bancorp
Minnesota
$3.17M -$56.8K -234 -2%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$3.1M +$31.8K +131 +1%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$3.07M -$97.2K -401 -3%
SA
257
Sanctuary Advisors
Indiana
$2.97M +$2.97M +13,280 New
Rafferty Asset Management
258
Rafferty Asset Management
New York
$2.94M +$96K +396 +3%
HA
259
Harbor Advisors
Florida
$2.91M – – –
HCM
260
Hillman Capital Management
Maryland
$2.85M -$30.3K -125 -1%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$2.81M -$88K -363 -3%
DZ Bank
262
DZ Bank
Germany
$2.8M -$207M -851,934 -99%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$2.76M -$642K -2,647 -19%
EMPI
264
Elo Mutual Pension Insurance
Finland
$2.76M +$33.9K +140 +1%
Nordea Investment Management
265
Nordea Investment Management
Sweden
$2.75M +$76.8K +314 +3%
TC
266
TwinBeech Capital
New York
$2.73M +$2.73M +11,244 New
LIP
267
Lighthouse Investment Partners
Florida
$2.71M – – –
TPCW
268
TD Private Client Wealth
New York
$2.65M -$105K -434 -4%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$2.62M -$727 -3 -0%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$2.58M +$24.2K +100 +0.9%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$2.58M +$17K +70 +0.7%
CGIM
272
Capital Group Investment Management
Singapore
$2.57M +$370K +1,524 +17%
AC
273
Annandale Capital
Texas
$2.52M – – –
VPIM
274
Vanguard Personalized Indexing Management
California
$2.5M +$488K +2,011 +24%
GIBU
275
Gulf International Bank (UK)
United Kingdom
$2.45M – – –
9 10
11
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