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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 %
AWP
351
Accretive Wealth Partners
New Jersey
$1.03M +$3.46K +14 +0.3%
LW
352
Linscomb Wealth
Texas
$1.01M +$88.8K +359 +10%
1832 Asset Management
353
1832 Asset Management
Ontario, Canada
$996K -$66.5M -268,966 -99%
NL
354
NWAM LLC
Washington
$993K +$1.48K +6 +0.1%
NPFS
355
Novak & Powell Financial Services
Florida
$972K +$972K +3,932 New
ACM
356
Advisors Capital Management
New Jersey
$971K -$8.16K -33 -0.8%
GC
357
Guggenheim Capital
Illinois
$969K +$60.3K +244 +7%
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$964K +$6.68K +27 +0.7%
CB
359
Community Bank
New York
$927K – – –
Nomura Holdings
360
Nomura Holdings
Japan
$917K +$917K +3,709 New
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$901K +$33.1K +134 +4%
IWC
362
Integrated Wealth Concepts
Massachusetts
$896K -$59.8K -242 -6%
FG
363
Fiduciary Group
Georgia
$896K -$42K -170 -4%
GIA
364
Guyasuta Investment Advisors
Pennsylvania
$890K – – –
NFGCM
365
Norman Fields Gottscho Capital Management
New York
$890K – – –
VF
366
Virtu Financial
New York
$868K +$289K +1,167 +50%
PAS
367
Park Avenue Securities
New York
$859K +$68.7K +278 +9%
TSWM
368
Triangle Securities Wealth Management
North Carolina
$840K +$1.24K +5 +0.1%
BPA
369
Beacon Pointe Advisors
California
$829K -$7.91K -32 -0.9%
Squarepoint
370
Squarepoint
New York
$826K -$44.5M -179,863 -98%
TAMH
371
Taikang Asset Management (HK)
Hong Kong
$821K +$342K +1,382 +71%
SIA
372
Sit Investment Associates
Minnesota
$819K -$47K -190 -5%
OAM
373
Ostrum Asset Management
France
$804K +$3.22K +13 +0.4%
EA
374
Everpar Advisors
Oklahoma
$801K +$801K +3,241 New
TMAM
375
Tokio Marine Asset Management
Japan
$793K -$25.7K -104 -3%
13 14
15
16 17