EFX icon

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 %
FI
376
FJ Investments
Utah
$791K +$791K +3,200 New
CW
377
Connectus Wealth
Ohio
$791K +$1.48K +6 +0.2%
PCG
378
PFC Capital Group
California
$790K +$790K +3,195 New
HWAM
379
Hennion & Walsh Asset Management
New Jersey
$787K -$283K -1,145 -26%
GC
380
Gratus Capital
Georgia
$785K – – –
FTDI
381
First Trust Direct Indexing
Massachusetts
$785K +$51.9K +210 +7%
IGAM
382
iA Global Asset Management
Quebec, Canada
$778K -$266K -1,075 -25%
UCFA
383
United Capital Financial Advisors
Texas
$775K -$22.5K -91 -3%
ST
384
Spinnaker Trust
Maine
$773K – – –
LA
385
LVW Advisors
New York
$770K -$2.47K -10 -0.3%
AQR Capital Management
386
AQR Capital Management
Connecticut
$764K +$764K +3,088 New
HNB
387
Huntington National Bank
Ohio
$761K -$4.2K -17 -0.5%
1IA
388
1834 Investment Advisors
Wisconsin
$759K -$163K -661 -18%
NECFA
389
New England Capital Financial Advisors
Connecticut
$750K – – –
O
390
Ossiam
France
$743K -$4.95K -20 -0.7%
SAM
391
Silvercrest Asset Management
New York
$733K +$77.9K +315 +12%
FF
392
Friedenthal Financial
New Jersey
$731K +$731K +2,957 New
DPAM
393
Degroof Petercam Asset Management
Belgium
$726K +$726K +2,935 New
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$718K +$21K +85 +3%
AWM
395
Aberdeen Wealth Management
Illinois
$717K – – –
BHC
396
Bowen Hanes & Co
Florida
$706K – – –
Kovitz Investment Group Partners
397
Kovitz Investment Group Partners
Illinois
$705K -$1.73K -7 -0.2%
FCI
398
Financial Counselors Inc
Kansas
$701K -$2.97K -12 -0.4%
ERIM
399
Eagle Ridge Investment Management
Connecticut
$699K – – –
SAM
400
Strategy Asset Managers
California
$689K +$689K +2,788 New
14 15
16
17 18