EFX icon

Equifax
EFX

Overview Fund Activity

750 hedge funds and large institutions have $29.3B invested in Equifax in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 306 increasing their positions, 221 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-8
Holders Change %
-1.06%
% of All Funds
10.91%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
75
Increased
306
Reduced
221
Closed
69
Calls
$89.9M
Puts
$74.3M
Net Calls
+$15.6M
Net Calls Change
+$693K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$465M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
3
Capital International Investors
Capital International Investors
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$132M
5
TP
Theleme Partners
United Kingdom
+$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$351M
2
DZ Bank
DZ Bank
Germany
-$207M
3
VAM
Veritas Asset Management
United Kingdom
-$176M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.1M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
451
Janney Capital Management
Pennsylvania
$513K – – –
NIMI
452
Natixis Investment Managers International
France
$512K -$15.8K -65 -3%
EWA
453
EverSource Wealth Advisors
Alabama
$509K +$8.66K +31 +2%
EA
454
Everpar Advisors
Oklahoma
$502K +$56K +231 +13%
MYAM
455
Meiji Yasuda Asset Management
Japan
$493K +$51.9K +214 +12%
GC
456
Guggenheim Capital
Illinois
$487K -$185K -763 -28%
RC
457
Roundview Capital
New Jersey
$485K -$17.7K -73 -4%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$483K +$193K +795 +66%
PA
459
Profund Advisors
Maryland
$482K -$5.33K -22 -1%
HAG
460
HighPoint Advisor Group
Illinois
$478K +$37.3K +134 +8%
VA
461
Vident Advisory
Georgia
$472K +$77.1K +318 +20%
NB
462
Nicolet Bankshares
Wisconsin
$469K -$13.8K -57 -3%
AF
463
Aviso Financial
Ontario, Canada
$469K +$469K +1,934 New
First Manhattan
464
First Manhattan
New York
$467K +$242 +1 +0.1%
MCM
465
Manchester Capital Management
Vermont
$464K -$5.33K -22 -1%
AWM
466
Apollon Wealth Management
South Carolina
$458K +$79.3K +327 +21%
BFA
467
Bragg Financial Advisors
North Carolina
$456K – – –
WTA
468
Washington Trust Advisors
Massachusetts
$455K – – –
GI
469
GAMMA Investing
California
$454K +$217K +893 +91%
KJHP
470
K.J. Harrison & Partners
Ontario, Canada
$451K – – –
HWAM
471
Hennion & Walsh Asset Management
New Jersey
$445K -$303K -1,251 -41%
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$442K – – –
EF
473
Empowered Funds
Pennsylvania
$440K +$28.9K +119 +7%
BP
474
BBR Partners
New York
$438K -$47.3K -195 -10%
SCM
475
Shapiro Capital Management
Georgia
$436K – – –
17 18
19
20 21