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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 %
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$967K -$19.9K -82 -2%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$963K -$103K -424 -10%
NPFS
378
Novak & Powell Financial Services
Florida
$955K +$727 +3 +0.1%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$954K +$5.09K +21 +0.5%
TMAM
380
Tokio Marine Asset Management
Japan
$937K +$47K +194 +5%
ACM
381
Advisors Capital Management
New Jersey
$920K -$17.7K -73 -2%
O
382
Ossiam
France
$911K +$205K +844 +29%
CB
383
Community Bank
New York
$909K – – –
UCFA
384
United Capital Financial Advisors
Texas
$909K +$112K +462 +14%
1IA
385
1834 Investment Advisors
Wisconsin
$907K +$124K +510 +16%
IIM
386
INTECH Investment Management
Florida
$903K +$10.7K +44 +1%
GIA
387
Guyasuta Investment Advisors
Pennsylvania
$890K – – –
AAS
388
Avantax Advisory Services
Texas
$881K +$679K +2,801 +336%
FG
389
Fiduciary Group
Georgia
$872K -$6.06K -25 -0.7%
RJFSA
390
Raymond James Financial Services Advisors
Florida
$868K +$133K +547 +18%
NFGCM
391
Norman Fields Gottscho Capital Management
New York
$863K – – –
AWM
392
AE Wealth Management
Kansas
$857K +$167K +689 +24%
QT
393
Quantbot Technologies
New York
$836K +$160K +660 +24%
TSWM
394
Triangle Securities Wealth Management
North Carolina
$830K +$485 +2 +0.1%
WB
395
WesBanco Bank
West Virginia
$828K -$8.97K -37 -1%
TAMH
396
Taikang Asset Management (HK)
Hong Kong
$805K – – –
LA
397
LVW Advisors
New York
$802K +$64.7K +267 +9%
BCI
398
Brinker Capital Investments
Pennsylvania
$795K -$593K -2,446 -43%
OPS
399
Orion Portfolio Solutions
Nebraska
$795K -$593K -2,446 -43%
SIA
400
Sit Investment Associates
Minnesota
$777K -$31.5K -130 -4%
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16
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