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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 %
FDP
326
Financiere des Professionnels
Quebec, Canada
$1.42M +$7.44K +31 +0.5%
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$1.42M +$578K +2,383 +69%
DWM
328
Dynasty Wealth Management
Florida
$1.37M -$27.4K -113 -2%
PPWP
329
Premier Path Wealth Partners
New Jersey
$1.34M +$161K +663 +14%
WSCM
330
Wellington Shields Capital Management
New York
$1.32M – – –
EOJOAM
331
E. Ohman J:or Asset Management
Sweden
$1.31M – – –
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$1.3M -$3.1M -12,927 -70%
TRCT
333
Tower Research Capital (TRC)
New York
$1.3M +$611K +2,518 +89%
RIM
334
Rakuten Investment Management
Japan
$1.29M +$475K +1,981 +58%
UF
335
Univest Financial
Pennsylvania
$1.27M – – –
SO
336
STRS Ohio
Ohio
$1.27M +$1.27M +5,248 New
BFS
337
Bradley Foster & Sargent
Connecticut
$1.26M +$1.26M +5,212 New
LW
338
Linscomb Wealth
Texas
$1.26M +$83.7K +345 +7%
MGP
339
Metis Global Partners
California
$1.25M +$19.9K +82 +2%
Wealthfront Advisers
340
Wealthfront Advisers
California
$1.25M +$64K +264 +5%
CIA
341
Capital Investment Advisors
Georgia
$1.25M -$114K -469 -8%
SF
342
Synovus Financial
Georgia
$1.22M +$1.21K +5 +0.1%
TI
343
Tidal Investments
Wisconsin
$1.22M +$826K +3,406 +211%
FFBTD
344
First Financial Bank - Trust Division
Ohio
$1.21M – – –
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$1.21M -$605K -2,495 -33%
FWIA
346
Fort Washington Investment Advisors
Ohio
$1.18M -$4.85K -20 -0.4%
AO
347
Advisor OS
Illinois
$1.15M +$4.36K +18 +0.4%
Credit Agricole
348
Credit Agricole
France
$1.14M -$850K -3,506 -43%
CI
349
CX Institutional
Indiana
$1.13M -$2.91K -12 -0.3%
Public Sector Pension Investment Board (PSP Investments)
350
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.12M +$447K +1,843 +66%
12 13
14
15 16