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Equifax
EFX

Overview Fund Activity

837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.14%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$449M
2
Lazard Asset Management
Lazard Asset Management
New York
+$241M
3
VanEck Associates
VanEck Associates
New York
+$202M
4
Goldman Sachs
Goldman Sachs
New York
+$192M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$776M
2
BlackRock
BlackRock
New York
-$252M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Marshall Wace
Marshall Wace
United Kingdom
-$151M
5
GIM
Generation Investment Management
United Kingdom
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$1.41M +$166K +650 +13%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$1.39M -$21.9M -88,219 -94%
WSCM
378
Wellington Shields Capital Management
New York
$1.39M – – –
Walleye Trading
379
Walleye Trading
New York
$1.36M +$1.36M +5,354 New
UF
380
Univest Financial
Pennsylvania
$1.34M – – –
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$1.32M +$7.39K +29 +0.6%
OAC
382
OMERS Administration Corp
Ontario, Canada
$1.31M +$224K +877 +21%
EI
383
Ethic Inc
New York
$1.31M -$2.19M -8,578 -63%
Verition Fund Management
384
Verition Fund Management
Connecticut
$1.28M +$1.04M +4,090 +431%
SF
385
Synovus Financial
Georgia
$1.28M -$299K -1,173 -19%
FFBTD
386
First Financial Bank - Trust Division
Ohio
$1.28M +$2.55K +10 +0.2%
BCI
387
Brinker Capital Investments
Pennsylvania
$1.27M -$177K -696 -12%
OPS
388
Orion Portfolio Solutions
Nebraska
$1.27M -$177K -696 -12%
CI
389
CX Institutional
Indiana
$1.22M +$20.4K +80 +2%
VA
390
Vident Advisory
Georgia
$1.22M +$664K +2,604 +120%
BAM
391
Belpointe Asset Management
Nevada
$1.22M +$38.1K +124 +3%
FCA
392
Fortis Capital Advisors
Kansas
$1.22M +$38.1K +124 +3%
Focus Partners Wealth
393
Focus Partners Wealth
Massachusetts
$1.21M +$334K +1,310 +38%
CGIM
394
Capital Group Investment Management
Singapore
$1.2M -$1.24M -4,870 -51%
DWM
395
Dynasty Wealth Management
Florida
$1.18M -$1.53K -6 -0.1%
PWM
396
Power Wealth Management
Georgia
$1.17M -$580K -2,274 -33%
AAS
397
Avantax Advisory Services
Texas
$1.15M – – –
Lido Advisors
398
Lido Advisors
California
$1.11M +$408K +1,601 +58%
AF
399
Aviso Financial
Ontario, Canada
$1.11M +$278K +1,091 +33%
SAM
400
Shell Asset Management
Netherlands
$1.1M -$36.2K -142 -3%
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