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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
10.55%
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 %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$1.51M +$74.4K +301 +5%
TC
302
TownSquare Capital
Utah
$1.51M +$242K +980 +19%
Allspring Global Investments
303
Allspring Global Investments
North Carolina
$1.51M -$484K -1,959 -24%
CIA
304
Capital Investment Advisors
Georgia
$1.49M +$727K +2,941 +95%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$1.49M +$56.9K +230 +4%
PP
306
Pegasus Partners
Wisconsin
$1.48M -$195K -788 -12%
FT
307
Fiduciary Trust
Massachusetts
$1.47M – – –
LRIC
308
Long Road Investment Counsel
Michigan
$1.46M – – –
WWC
309
Waypoint Wealth Counsel
Georgia
$1.45M +$1.45M +5,849 New
CGH
310
Crossmark Global Holdings
Texas
$1.44M +$3.21K +13 +0.2%
AI
311
AXS Investments
New York
$1.42M -$72K -291 -5%
Cerity Partners
312
Cerity Partners
New York
$1.41M +$772K +3,123 +120%
Teacher Retirement System of Texas
313
Teacher Retirement System of Texas
Texas
$1.39M -$955K -3,864 -41%
IC
314
IEQ Capital
California
$1.37M -$151K -611 -10%
BA
315
Bridgewater Associates
Connecticut
$1.34M +$1.34M +5,410 New
IIM
316
INTECH Investment Management
Florida
$1.3M -$591K -2,388 -31%
UF
317
Univest Financial
Pennsylvania
$1.3M – – –
FFBTD
318
First Financial Bank - Trust Division
Ohio
$1.29M – – –
Wolverine Trading
319
Wolverine Trading
Illinois
$1.28M -$18.5K -75 -1%
BC
320
Bridgefront Capital
Texas
$1.27M +$1.27M +5,150 New
MGP
321
Metis Global Partners
California
$1.26M -$91.7K -371 -7%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$1.24M +$309K +1,248 +33%
MLICM
323
Metropolitan Life Insurance Company (MetLife)
New York
$1.24M -$15.1K -61 -1%
PPWP
324
Premier Path Wealth Partners
New Jersey
$1.24M +$1.24M +4,968 New
PP
325
PDT Partners
New York
$1.24M -$122K -493 -9%
11 12
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