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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 %
LNC
451
Lincoln National Corp
Pennsylvania
$578K +$63.7K +238 +12%
WPC
452
Wedmont Private Capital
Pennsylvania
$572K +$31K +118 +6%
JCM
453
Janney Capital Management
Pennsylvania
$566K -$26.8K -100 -5%
RC
454
Roundview Capital
New Jersey
$555K – – –
EI
455
Ellevest Inc
New York
$543K +$44.7K +167 +9%
KIA
456
Knollwood Investment Advisory
Maryland
$540K – – –
PA
457
Profund Advisors
Maryland
$538K +$92K +344 +21%
BP
458
BBR Partners
New York
$535K – – –
NB
459
Nicolet Bankshares
Wisconsin
$533K – – –
DC
460
Davenport & Co
Virginia
$530K -$11K -41 -2%
DT
461
Diversified Trust
Tennessee
$518K -$535 -2 -0.1%
MCM
462
Manchester Capital Management
Vermont
$517K +$5.89K +22 +1%
First Manhattan
463
First Manhattan
New York
$516K – – –
CPIG
464
Chicago Partners Investment Group
Illinois
$511K +$6.28K +28 +1%
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$503K -$14.7K -55 -3%
BFA
466
Bragg Financial Advisors
North Carolina
$503K – – –
WTA
467
Washington Trust Advisors
Massachusetts
$502K – – –
CQS
468
Credential Qtrade Securities
$500K +$500K +1,868 New
AWS
469
Atria Wealth Solutions
New York
$498K +$19K +71 +4%
KJHP
470
K.J. Harrison & Partners
Ontario, Canada
$498K – – –
EA
471
Everpar Advisors
Oklahoma
$492K -$375K -1,401 -43%
Wolverine Trading
472
Wolverine Trading
Illinois
$488K -$896K -3,351 -65%
PGFC
473
Peapack-Gladstone Financial Corp
New Jersey
$487K – – –
MYAM
474
Meiji Yasuda Asset Management
Japan
$487K +$85.6K +320 +21%
AIM
475
Aigen Investment Management
New York
$485K +$485K +1,813 New
17 18
19
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