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Equifax
EFX

Overview Fund Activity

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$108M
4
BlackRock
BlackRock
New York
+$96.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$772M
2
Morgan Stanley
Morgan Stanley
New York
-$523M
3
GIM
Generation Investment Management
United Kingdom
-$457M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
5
VanEck Associates
VanEck Associates
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Aviso Financial
Ontario, Canada
$960K +$392K +1,334 +69%
TSWM
427
Triangle Securities Wealth Management
North Carolina
$956K -$50.5K -172 -5%
AO
428
Advisor OS
Illinois
$946K -$444K -1,512 -32%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$926K +$45K +153 +5%
IGAM
430
iA Global Asset Management
Quebec, Canada
$925K – – –
FCM
431
FJ Capital Management
Virginia
$919K +$919K +3,127 New
D.E. Shaw & Co
432
D.E. Shaw & Co
New York
$911K -$2.97M -10,113 -77%
SCM
433
Sandler Capital Management
New York
$901K +$901K +3,067 New
AWM
434
AE Wealth Management
Kansas
$892K -$146K -496 -14%
NECFA
435
New England Capital Financial Advisors
Connecticut
$892K – – –
PCG
436
PFC Capital Group
California
$875K -$19.1K -65 -2%
MPPW
437
Mitchell & Pahl Private Wealth
Oklahoma
$863K +$16.5K +56 +2%
O
438
Ossiam
France
$859K -$245K -834 -22%
CA
439
Clearstead Advisors
Ohio
$857K -$17.6K -60 -2%
ANBT
440
American National Bank & Trust
Texas
$852K – – –
AWM
441
Aberdeen Wealth Management
Illinois
$852K – – –
BAMCO Inc
442
BAMCO Inc
New York
$852K +$58.8K +200 +7%
ACM
443
Advisors Capital Management
New Jersey
$849K -$266K -906 -24%
FCI
444
Financial Counselors Inc
Kansas
$843K +$9.99K +34 +1%
ST
445
Spinnaker Trust
Maine
$840K – – –
SIA
446
Sit Investment Associates
Minnesota
$832K -$110K -375 -12%
AF
447
Allworth Financial
California
$825K +$145K +494 +21%
SAM
448
Strategy Asset Managers
California
$823K +$823K +2,800 New
CFM
449
Catalyst Funds Management
Australia
$823K +$793K +2,700 +2,700%
MC
450
Machina Capital
France
$818K +$818K +2,782 New
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