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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 %
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M +$743K +2,916 +209%
1WM
402
1900 Wealth Management
Texas
$1.09M – – –
TMAM
403
Tokio Marine Asset Management
Japan
$1.09M +$102K +401 +10%
CA
404
Cullinan Associates
Kentucky
$1.08M – – –
CGH
405
Crossmark Global Holdings
Texas
$1.07M -$333K -1,306 -24%
DCM
406
Donaldson Capital Management
Indiana
$1.07M – – –
UCFA
407
United Capital Financial Advisors
Texas
$1.07M +$61.4K +241 +6%
EF
408
Empirical Finance
Pennsylvania
$1.06M -$10.7K -42 -1%
AI
409
AXS Investments
New York
$1.04M -$38.5K -151 -4%
Nomura Holdings
410
Nomura Holdings
Japan
$1.04M +$1.04M +4,083 New
AWP
411
Accretive Wealth Partners
New Jersey
$1.04M +$5.1K +20 +0.5%
IWC
412
Integrated Wealth Concepts
Massachusetts
$1.03M -$60.9K -239 -6%
NL
413
NWAM LLC
Washington
$1.03M – – –
DADC
414
D.A. Davidson & Co
Montana
$1.02M +$739K +2,900 +260%
NMIMC
415
Northwestern Mutual Investment Management Company
Wisconsin
$1M +$3.31K +13 +0.3%
NPFS
416
Novak & Powell Financial Services
Florida
$1M +$1.27K +5 +0.1%
DILIC
417
Dai-ichi Life Insurance Company
Japan
$990K – – –
MAS
418
Meeder Advisory Services
Ohio
$973K +$16.3K +64 +2%
PAS
419
Park Avenue Securities
New York
$972K -$41.3K -162 -4%
AC
420
Allstate Corporation
Illinois
$937K +$937K +3,676 New
BJL
421
Brighton Jones LLC
Washington
$927K +$306K +1,200 +49%
SG Americas Securities
422
SG Americas Securities
New York
$924K -$727K -2,853 -44%
GIA
423
Guyasuta Investment Advisors
Pennsylvania
$917K – – –
NFGCM
424
Norman Fields Gottscho Capital Management
New York
$917K – – –
NONA
425
Ninety One North America
New York
$911K -$119K -468 -12%
15 16
17
18 19