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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 %
IGAM
401
iA Global Asset Management
Quebec, Canada
$763K – – –
Focus Partners Wealth
402
Focus Partners Wealth
Massachusetts
$763K +$448K +1,788 +142%
RFC
403
Regions Financial Corp
Alabama
$750K -$389K -1,603 -34%
HNB
404
Huntington National Bank
Ohio
$740K +$970 +4 +0.1%
PCG
405
PFC Capital Group
California
$738K – – –
GC
406
Gratus Capital
Georgia
$737K – – –
NECFA
407
New England Capital Financial Advisors
Connecticut
$736K – – –
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$727K +$21.6K +89 +3%
CA
409
Clearstead Advisors
Ohio
$722K +$677K +2,794 +1,518%
LCM
410
Laurion Capital Management
New York
$717K +$717K +2,956 New
CC
411
Centiva Capital
New York
$710K +$710K +2,929 New
SAM
412
Silvercrest Asset Management
New York
$707K – – –
ANBT
413
American National Bank & Trust
Texas
$703K – – –
AWM
414
Aberdeen Wealth Management
Illinois
$703K – – –
PP
415
Pegasus Partners
Wisconsin
$701K -$578K -2,384 -45%
MAS
416
Meeder Advisory Services
Ohio
$699K +$272K +1,122 +64%
MPPW
417
Mitchell & Pahl Private Wealth
Oklahoma
$698K +$7.03K +29 +1%
ST
418
Spinnaker Trust
Maine
$693K – – –
FCI
419
Financial Counselors Inc
Kansas
$688K -$2.43K -10 -0.4%
ERIM
420
Eagle Ridge Investment Management
Connecticut
$667K – – –
BAMCO Inc
421
BAMCO Inc
New York
$655K +$28.4K +117 +5%
HCMT
422
Highland Capital Management (Tennessee)
Tennessee
$646K – – –
AIM
423
Athena Investment Management
California
$635K – – –
BPA
424
Beacon Pointe Advisors
California
$633K -$168K -691 -21%
PP
425
PDT Partners
New York
$630K -$583K -2,405 -48%
15 16
17
18 19