EFX icon

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 %
LA
426
LVW Advisors
New York
$908K -$20.4K -80 -2%
CB
427
Community Bank
New York
$905K -$51K -200 -5%
FG
428
Fiduciary Group
Georgia
$891K -$8.92K -35 -1%
WB
429
WesBanco Bank
West Virginia
$871K – – –
MCM
430
Moore Capital Management
New York
$870K -$3.44M -13,495 -80%
1IA
431
1834 Investment Advisors
Wisconsin
$855K -$16.3K -64 -2%
CIA
432
Capital Investment Advisors
Georgia
$854K +$19.1K +75 +2%
TAMH
433
Taikang Asset Management (HK)
Hong Kong
$847K -$847K -3,322 -50%
BFG
434
Bleakley Financial Group
New Jersey
$836K +$181K +709 +28%
TSWM
435
Triangle Securities Wealth Management
North Carolina
$816K -$12.7K -50 -2%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$810K +$423K +1,660 +109%
IGAM
437
iA Global Asset Management
Quebec, Canada
$802K – – –
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$794K -$8.92K -35 -1%
MPPW
439
Mitchell & Pahl Private Wealth
Oklahoma
$793K +$44.9K +176 +6%
LCM
440
Landscape Capital Management
New Jersey
$773K -$493K -1,936 -39%
NECFA
441
New England Capital Financial Advisors
Connecticut
$773K – – –
Jones Financial Companies
442
Jones Financial Companies
Missouri
$771K +$360K +1,412 +87%
KeyBank National Association
443
KeyBank National Association
Ohio
$766K +$157K +615 +26%
BAMCO Inc
444
BAMCO Inc
New York
$765K +$25.5K +100 +3%
AF
445
Allworth Financial
California
$763K – – –
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
$763K +$714K +2,801 +1,459%
VIM
447
Vinva Investment Management
Australia
$755K +$755K +2,957 New
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$748K +$143K +563 +24%
CA
449
Clearstead Advisors
Ohio
$747K +$3.06K +12 +0.4%
AWM
450
AE Wealth Management
Kansas
$744K -$29.8K -117 -4%
16 17
18
19 20