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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
+$1.45B
2
Parnassus Investments
Parnassus Investments
California
+$488M
3
Boston Partners
Boston Partners
Massachusetts
+$155M
4
BlackRock
BlackRock
New York
+$145M
5
Artisan Partners
Artisan Partners
Wisconsin
+$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$567M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$184M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$119M
5
VAM
Veritas Asset Management
United Kingdom
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
Shell Asset Management
Netherlands
$2.03M -$2.12M -8,557 -51%
PIM
277
Penobscot Investment Management
Massachusetts
$2.03M – – –
AG
278
AIA Group
Hong Kong
$1.96M – – –
CGPCS
279
Capital Group Private Client Services
California
$1.95M -$416K -1,684 -18%
SAM
280
Securian Asset Management
Minnesota
$1.92M -$244K -988 -11%
CAN
281
Cetera Advisor Networks
California
$1.9M +$333K +1,346 +21%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$1.87M +$190K +767 +11%
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$1.85M -$24.7K -100 -1%
CS
284
Candriam SCA
Luxembourg
$1.83M -$18.5K -75 -1%
SCTC
285
Sanibel Captiva Trust Company
Florida
$1.8M +$1.8M +7,276 New
WSC
286
Wellington Shields & Co
New York
$1.79M -$33.6K -136 -2%
RT
287
Rockland Trust
Massachusetts
$1.78M – – –
MCM
288
Moore Capital Management
New York
$1.77M +$1.77M +7,167 New
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$1.75M – – –
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$1.74M -$14.3M -57,667 -89%
CAM
291
Cresset Asset Management
Illinois
$1.73M -$39.6K -160 -2%
American Century Companies
292
American Century Companies
Missouri
$1.65M -$78.9K -319 -5%
VPIM
293
Vanguard Personalized Indexing Management
California
$1.64M -$332K -1,343 -17%
ECM
294
Exchange Capital Management
Michigan
$1.63M +$451K +1,825 +38%
SEC
295
Seven Eight Capital
New York
$1.62M -$652K -2,635 -29%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$1.58M – – –
DSA
297
Droms Strauss Advisors
Missouri
$1.56M -$561K -2,267 -27%
WSCM
298
Wellington Shields Capital Management
New York
$1.53M – – –
SVWAG
299
Sound View Wealth Advisors Group
Georgia
$1.52M -$5.19K -21 -0.3%
BIG
300
Builder Investment Group
Georgia
$1.52M -$13.6K -55 -0.9%
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