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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 %
Public Sector Pension Investment Board (PSP Investments)
426
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$743K – – –
GC
427
Guggenheim Capital
Illinois
$741K -$307K -1,148 -29%
Two Sigma Investments
428
Two Sigma Investments
New York
$740K +$740K +2,765 New
ERIM
429
Eagle Ridge Investment Management
Connecticut
$736K -$20.1K -75 -3%
AIMCA
430
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$722K – – –
Lido Advisors
431
Lido Advisors
California
$721K +$409K +1,530 +131%
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$713K – – –
RC
433
Rovin Capital
Arizona
$711K +$45.7K +171 +7%
CW
434
Connectus Wealth
Ohio
$703K -$152K -569 -18%
AIM
435
Athena Investment Management
California
$701K -$1.61K -6 -0.2%
BAMCO Inc
436
BAMCO Inc
New York
$691K -$4.55K -17 -0.7%
CWP
437
Cyndeo Wealth Partners
Florida
$670K +$2.14K +8 +0.3%
DAM
438
Doheny Asset Management
California
$669K – – –
VI
439
Vestcor Inc
New Brunswick, Canada
$659K -$5.62K -21 -0.8%
LF
440
LifePlan Financial
Minnesota
$648K -$13.6K -51 -2%
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$642K +$7.22K +27 +1%
BFG
442
Bleakley Financial Group
New Jersey
$631K +$60.2K +225 +11%
SW
443
Simplicity Wealth
New Jersey
$629K +$629K +2,350 New
KeyBank National Association
444
KeyBank National Association
Ohio
$616K +$4.28K +16 +0.7%
TSS
445
Two Sigma Securities
New York
$611K +$611K +2,284 New
AF
446
Allworth Financial
California
$610K +$1.61K +6 +0.3%
CA
447
Cetera Advisors
Colorado
$607K +$261K +976 +75%
AFG
448
Atomi Financial Group
New York
$596K -$1.61K -6 -0.3%
CG
449
Caprock Group
Idaho
$583K +$29.4K +110 +5%
NIMI
450
Natixis Investment Managers International
France
$582K +$50.8K +190 +10%
16 17
18
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