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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 %
Wealthfront Advisers
376
Wealthfront Advisers
California
$1.52M +$10.9K +37 +0.7%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$1.49M +$339K +1,168 +29%
PPWP
378
Premier Path Wealth Partners
New Jersey
$1.49M -$133K -453 -8%
FFBTD
379
First Financial Bank - Trust Division
Ohio
$1.47M – – –
LCM
380
Landscape Capital Management
New Jersey
$1.46M +$1.46M +4,971 New
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$1.44M -$147K -500 -9%
IFU
382
iSAM Funds (UK)
United Kingdom
$1.39M +$1.39M +4,716 New
CI
383
CX Institutional
Indiana
$1.38M +$9.99K +34 +0.7%
BCM
384
Brown Capital Management
Maryland
$1.37M -$3.08M -10,468 -69%
DWM
385
Dynasty Wealth Management
Florida
$1.36M -$301K -1,024 -18%
FTDI
386
First Trust Direct Indexing
Massachusetts
$1.33M +$43.8K +149 +3%
AAS
387
Avantax Advisory Services
Texas
$1.32M +$254K +865 +24%
LGF
388
LGT Group Foundation
Liechtenstein
$1.31M -$29.3K -100 -2%
SAM
389
Shell Asset Management
Netherlands
$1.31M +$1.31M +4,450 New
IWC
390
Integrated Wealth Concepts
Massachusetts
$1.26M -$50K -170 -4%
1WM
391
1900 Wealth Management
Texas
$1.26M – – –
OAC
392
OMERS Administration Corp
Ontario, Canada
$1.25M – – –
AI
393
AXS Investments
New York
$1.25M +$1.25M +4,251 New
DCM
394
Donaldson Capital Management
Indiana
$1.24M – – –
EF
395
Empirical Finance
Pennsylvania
$1.24M +$25.9K +88 +2%
SCM
396
Sterling Capital Management
North Carolina
$1.23M +$1.23M +4,193 New
NPPM
397
North Point Portfolio Managers
Ohio
$1.22M +$1.22M +4,153 New
AWP
398
Accretive Wealth Partners
New Jersey
$1.19M -$3.82K -13 -0.3%
NL
399
NWAM LLC
Washington
$1.19M +$9.11K +31 +0.8%
NONA
400
Ninety One North America
New York
$1.19M +$1.19M +4,043 New
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