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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 %
RJFSA
401
Raymond James Financial Services Advisors
Florida
$688K -$27.4K -111 -4%
Public Sector Pension Investment Board (PSP Investments)
402
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$687K -$2.56M -10,371 -79%
MPPW
403
Mitchell & Pahl Private Wealth
Oklahoma
$674K +$7.67K +31 +1%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$668K – – –
HCMT
405
Highland Capital Management (Tennessee)
Tennessee
$659K – – –
SC
406
Syon Capital
California
$650K +$373K +1,507 +134%
AIM
407
Athena Investment Management
California
$649K -$1.73K -7 -0.3%
BAMCO Inc
408
BAMCO Inc
New York
$643K +$74.2K +300 +13%
PP
409
Paloma Partners
Connecticut
$642K +$642K +2,596 New
NIM
410
NEOS Investment Management
Connecticut
$637K +$304K +1,229 +91%
DAM
411
Doheny Asset Management
California
$618K – – –
CWP
412
Cyndeo Wealth Partners
Florida
$618K +$6.43K +26 +1%
VI
413
Vestcor Inc
New Brunswick, Canada
$615K -$6.19K -25 -1%
RC
414
Rovin Capital
Arizona
$615K +$96.4K +390 +19%
LF
415
LifePlan Financial
Minnesota
$612K +$612K +2,475 New
Impax Asset Management Group
416
Impax Asset Management Group
United Kingdom
$609K -$105K -426 -15%
BAMF
417
BI Asset Management Fondsmaeglerselskab
Denmark
$587K +$37.1K +150 +7%
KeyBank National Association
418
KeyBank National Association
Ohio
$566K +$45.7K +185 +9%
AF
419
Allworth Financial
California
$562K -$8.41K -34 -1%
LS
420
Livforsakringsbolaget Skandia
Sweden
$560K -$67.3K -272 -11%
CPIG
421
Chicago Partners Investment Group
Illinois
$557K -$504K -2,037 -48%
AFG
422
Atomi Financial Group
New York
$552K +$125K +507 +29%
JCM
423
Janney Capital Management
Pennsylvania
$548K – – –
GS
424
GTS Securities
New York
$538K +$112K +453 +26%
BFG
425
Bleakley Financial Group
New Jersey
$528K -$10.1K -41 -2%
15 16
17
18 19