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Equifax
EFX

Overview Fund Activity

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$108M
4
BlackRock
BlackRock
New York
+$96.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$772M
2
Morgan Stanley
Morgan Stanley
New York
-$523M
3
GIM
Generation Investment Management
United Kingdom
-$457M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
5
VanEck Associates
VanEck Associates
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$1.77M -$58.8K -200 -3%
YL
352
YCG LLC
Texas
$1.76M – – –
XT
353
XTX Topco
Cayman Islands
$1.76M +$11.2K +38 +0.6%
LRIC
354
Long Road Investment Counsel
Michigan
$1.75M – – –
Osaic Holdings
355
Osaic Holdings
Arizona
$1.75M -$946K -3,218 -35%
FT
356
Fiduciary Trust
Massachusetts
$1.75M – – –
Kovitz Investment Group Partners
357
Kovitz Investment Group Partners
Illinois
$1.75M +$341K +1,420 +24%
TI
358
Tidal Investments
Wisconsin
$1.73M +$251K +855 +17%
BBVA
359
Banco Bilbao Vizcaya Argentaria
Spain
$1.72M +$400K +1,363 +30%
MPWS
360
McCarter Private Wealth Services
Massachusetts
$1.7M +$1.7M +5,800 New
NIM
361
NEOS Investment Management
Connecticut
$1.7M +$344K +1,172 +25%
BFS
362
Bradley Foster & Sargent
Connecticut
$1.68M +$152K +517 +10%
BCI
363
Brinker Capital Investments
Pennsylvania
$1.67M +$709K +2,414 +74%
OPS
364
Orion Portfolio Solutions
Nebraska
$1.67M +$709K +2,414 +74%
DSA
365
Droms Strauss Advisors
Missouri
$1.65M -$128K -434 -7%
CGH
366
Crossmark Global Holdings
Texas
$1.62M -$109K -370 -6%
WSCM
367
Wellington Shields Capital Management
New York
$1.6M – – –
Public Sector Pension Investment Board (PSP Investments)
368
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.59M +$235K +800 +17%
MGP
369
Metis Global Partners
California
$1.59M +$72.9K +248 +5%
SO
370
STRS Ohio
Ohio
$1.59M +$44.4K +151 +3%
LW
371
Linscomb Wealth
Texas
$1.58M +$57K +194 +4%
SM
372
Sciencast Management
New Jersey
$1.56M +$1.17M +3,982 +299%
AQR Capital Management
373
AQR Capital Management
Connecticut
$1.56M +$357K +1,228 +30%
UF
374
Univest Financial
Pennsylvania
$1.54M – – –
NB
375
Norinchukin Bank
Japan
$1.54M +$239K +812 +18%
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