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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 %
CA
326
Cullinan Associates
Kentucky
$1.24M +$1.24M +5,000 New
SF
327
Synovus Financial
Georgia
$1.23M -$257K -1,040 -17%
Wealthfront Advisers
328
Wealthfront Advisers
California
$1.22M -$76.2K -308 -6%
FWIA
329
Fort Washington Investment Advisors
Ohio
$1.2M – – –
RFC
330
Regions Financial Corp
Alabama
$1.2M -$39.3K -159 -3%
AssetMark Inc
331
AssetMark Inc
California
$1.2M +$196K +793 +20%
PP
332
Prudential plc
United Kingdom
$1.18M +$161K +652 +16%
CI
333
CX Institutional
Indiana
$1.15M +$108K +436 +10%
AWM
334
AE Wealth Management
Kansas
$1.14M +$56.4K +229 +5%
KAS
335
Kestra Advisory Services
Texas
$1.14M -$11.4K -46 -1%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$1.13M +$114K +460 +11%
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$1.11M -$297K -1,200 -21%
FA
338
FDx Advisors
Illinois
$1.11M +$614K +2,483 +124%
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M -$34.6K -140 -3%
NB
340
Norinchukin Bank
Japan
$1.08M -$127K -515 -11%
BJL
341
Brighton Jones LLC
Washington
$1.08M -$6.68K -27 -0.6%
AO
342
Advisor OS
Illinois
$1.07M -$53.2K -215 -5%
QCM
343
Quantinno Capital Management
New York
$1.07M +$94.5K +382 +10%
DCM
344
Donaldson Capital Management
Indiana
$1.06M – – –
1WM
345
1900 Wealth Management
Texas
$1.06M – – –
EF
346
Empirical Finance
Pennsylvania
$1.05M +$7.67K +31 +0.7%
HF
347
HRT Financial
New York
$1.04M +$1.04M +4,220 New
PAM
348
Panagora Asset Management
Massachusetts
$1.04M – – –
SC
349
Sonen Capital
California
$1.04M +$95.7K +387 +10%
Credit Agricole
350
Credit Agricole
France
$1.04M +$750K +3,032 +263%
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