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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$3.2M +$236K +926 +8%
Mirae Asset Global ETFs Holdings
277
Mirae Asset Global ETFs Holdings
Hong Kong
$3.17M -$118K -463 -4%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$3.14M -$89.5K -351 -3%
Rafferty Asset Management
279
Rafferty Asset Management
New York
$3.13M +$261K +1,024 +9%
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$3.09M -$323K -1,269 -9%
SWM
281
Sendero Wealth Management
Texas
$3.07M +$3.07M +12,046 New
HA
282
Harbor Advisors
Florida
$3.06M – – –
UM
283
UniSuper Management
Australia
$3.01M +$798K +3,133 +36%
MSU
284
Mizuho Securities USA
New York
$2.99M +$949K +3,724 +46%
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$2.98M +$1.13M +4,432 +61%
IC
286
IEQ Capital
California
$2.98M +$1.22M +4,778 +69%
Nordea Investment Management
287
Nordea Investment Management
Sweden
$2.95M +$147K +575 +5%
EW
288
Evoke Wealth
California
$2.95M +$54.3K +213 +2%
CS
289
Candriam SCA
Luxembourg
$2.92M +$512K +2,010 +21%
BAM
290
Blueshift Asset Management
New Jersey
$2.92M -$109K -429 -4%
HCM
291
Hillman Capital Management
Maryland
$2.91M -$110K -432 -4%
VPIM
292
Vanguard Personalized Indexing Management
California
$2.88M -$214K -840 -7%
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$2.85M +$156K +611 +6%
BFS
294
Bradley Foster & Sargent
Connecticut
$2.8M +$1.34M +5,268 +92%
Mirae Asset Global Investments
295
Mirae Asset Global Investments
South Korea
$2.78M +$779K +3,043 +39%
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$2.76M +$1M +3,929 +57%
TPCW
297
TD Private Client Wealth
New York
$2.74M -$35.4K -139 -1%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$2.72M +$1.93M +7,563 +244%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$2.71M +$2.71M +10,614 New
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$2.7M -$2.8K -11 -0.1%
10 11
12
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