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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 %
PIM
301
Penobscot Investment Management
Massachusetts
$1.78M – – –
IC
302
IEQ Capital
California
$1.76M +$60.6K +250 +4%
QIM
303
Quantitative Investment Management
Virginia
$1.76M +$1.76M +7,251 New
SCTC
304
Sanibel Captiva Trust Company
Florida
$1.75M -$13.3K -55 -0.8%
RT
305
Rockland Trust
Massachusetts
$1.75M – – –
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$1.72M +$183K +754 +12%
SAM
307
Securian Asset Management
Minnesota
$1.71M -$48.5K -200 -3%
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$1.7M -$48.5K -200 -3%
SWS
309
SYSTM Wealth Solutions
Illinois
$1.65M -$1.34M -5,539 -45%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$1.64M +$112K +461 +7%
WSC
311
Wellington Shields & Co
New York
$1.63M – – –
ECM
312
Exchange Capital Management
Michigan
$1.58M -$12.6K -52 -0.8%
PWM
313
Power Wealth Management
Georgia
$1.56M +$120K +494 +8%
KAS
314
Kestra Advisory Services
Texas
$1.55M +$378K +1,557 +32%
A
315
Allianz
Germany
$1.52M – – –
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$1.5M – – –
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$1.5M +$52.9K +218 +4%
BIG
318
Builder Investment Group
Georgia
$1.49M – – –
DSA
319
Droms Strauss Advisors
Missouri
$1.47M +$42.4K +175 +3%
AssetMark Inc
320
AssetMark Inc
California
$1.47M +$191K +788 +15%
YL
321
YCG LLC
Texas
$1.45M – – –
LRIC
322
Long Road Investment Counsel
Michigan
$1.45M – – –
XT
323
XTX Topco
Cayman Islands
$1.44M -$266K -1,099 -16%
FT
324
Fiduciary Trust
Massachusetts
$1.44M – – –
CGH
325
Crossmark Global Holdings
Texas
$1.43M -$9.7K -40 -0.7%
11 12
13
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