EFX icon

Equifax
EFX

Overview Fund Activity

758 hedge funds and large institutions have $31.6B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 265 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+38
Holders Change %
+5.28%
% of All Funds
10.99%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
92
Increased
265
Reduced
257
Closed
46
Calls
$87M
Puts
$72.1M
Net Calls
+$14.9M
Net Calls Change
+$48.8M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
American Century Companies
Missouri
$128M
4
Franklin Resources
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
Harris Associates
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
401
1834 Investment Advisors
Wisconsin
$864K +$42.5K +159 +5%
IGAM
402
iA Global Asset Management
Quebec, Canada
$842K – – –
Teacher Retirement System of Texas
403
Teacher Retirement System of Texas
Texas
$838K -$671K -2,506 -44%
HWAM
404
Hennion & Walsh Asset Management
New Jersey
$826K -$25.7K -96 -3%
HNB
405
Huntington National Bank
Ohio
$815K -$8.56K -32 -1%
PCG
406
PFC Capital Group
California
$814K -$40.1K -150 -5%
LA
407
LVW Advisors
New York
$813K -$19.5K -73 -2%
GC
408
Gratus Capital
Georgia
$813K -$36.6K -137 -4%
RJFSA
409
Raymond James Financial Services Advisors
Florida
$812K +$66.9K +250 +9%
NECFA
410
New England Capital Financial Advisors
Connecticut
$812K – – –
DPAM
411
Degroof Petercam Asset Management
Belgium
$785K – – –
SAM
412
Silvercrest Asset Management
New York
$780K -$13.1K -49 -2%
O
413
Ossiam
France
$780K -$23.8K -89 -3%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$778K +$1.07K +4 +0.1%
AWM
415
Aberdeen Wealth Management
Illinois
$776K – – –
ANBT
416
American National Bank & Trust
Texas
$776K +$776K +2,900 New
ST
417
Spinnaker Trust
Maine
$765K -$70.9K -265 -8%
Jacobs Levy Equity Management
418
Jacobs Levy Equity Management
New Jersey
$764K +$764K +2,854 New
MPPW
419
Mitchell & Pahl Private Wealth
Oklahoma
$763K +$33.4K +125 +5%
FCI
420
Financial Counselors Inc
Kansas
$761K +$2.68K +10 +0.4%
AWM
421
AE Wealth Management
Kansas
$761K -$479K -1,790 -39%
TRCT
422
Tower Research Capital (TRC)
New York
$757K -$3.41M -12,731 -82%
BHC
423
Bowen Hanes & Co
Florida
$753K -$10.2K -38 -1%
SAM
424
Strategy Asset Managers
California
$747K +$1.07K +4 +0.1%
QT
425
Quantbot Technologies
New York
$746K +$746K +2,788 New
15 16
17
18 19