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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 %
SS
426
Simplicity Solutions
Minnesota
$526K -$11.9K -48 -2%
BNP Paribas Asset Management
427
BNP Paribas Asset Management
France
$516K – – –
RC
428
Roundview Capital
New Jersey
$513K -$17.3K -70 -3%
CG
429
Caprock Group
Idaho
$511K +$191K +772 +60%
WPC
430
Wedmont Private Capital
Pennsylvania
$507K +$1.48K +6 +0.3%
WI
431
Wedgewood Investors
Pennsylvania
$501K – – –
DC
432
Davenport & Co
Virginia
$500K +$11.9K +48 +2%
KIA
433
Knollwood Investment Advisory
Maryland
$499K +$499K +2,017 New
BP
434
BBR Partners
New York
$495K – – –
NB
435
Nicolet Bankshares
Wisconsin
$492K -$6.68K -27 -1%
NIMI
436
Natixis Investment Managers International
France
$491K +$281K +1,135 +134%
SFA
437
Sequoia Financial Advisors
Ohio
$485K +$485K +1,960 New
DT
438
Diversified Trust
Tennessee
$480K +$24K +97 +5%
HWMA
439
Heritage Wealth Management (Arizona)
Arizona
$479K +$479K +1,935 New
First Manhattan
440
First Manhattan
New York
$477K +$3.96K +16 +0.8%
LNC
441
Lincoln National Corp
Pennsylvania
$475K +$149K +602 +46%
MCM
442
Manchester Capital Management
Vermont
$473K +$2.47K +10 +0.5%
BFA
443
Bragg Financial Advisors
North Carolina
$465K – – –
WTA
444
Washington Trust Advisors
Massachusetts
$464K – – –
EI
445
Ellevest Inc
New York
$461K +$461K +1,864 New
KJHP
446
K.J. Harrison & Partners
Ontario, Canada
$460K +$460K +1,860 New
QCG
447
Quadrant Capital Group
Ohio
$455K +$9.89K +40 +2%
BBHC
448
Brown Brothers Harriman & Co
New York
$455K +$446K +1,802 +5,006%
PGFC
449
Peapack-Gladstone Financial Corp
New Jersey
$450K – – –
SCM
450
Shapiro Capital Management
Georgia
$445K – – –
16 17
18
19 20