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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 %
Lido Advisors
451
Lido Advisors
California
$813K +$102K +346 +14%
ERIM
452
Eagle Ridge Investment Management
Connecticut
$809K – – –
GI
453
GAMMA Investing
California
$789K +$239K +813 +43%
A
454
AlphaQuest
New York
$786K +$786K +2,674 New
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$783K – – –
AFCM
456
Applied Finance Capital Management
Puerto Rico
$769K +$769K +2,617 New
PP
457
PDT Partners
New York
$765K +$588 +2 +0.1%
WI
458
WBI Investments
New Jersey
$762K +$762K +2,592 New
AIM
459
Athena Investment Management
California
$761K -$8.82K -30 -1%
HT
460
Headlands Technologies
Illinois
$760K +$760K +2,585 New
BHC
461
Bowen Hanes & Co
Florida
$757K – – –
BFG
462
Bleakley Financial Group
New Jersey
$756K +$9.4K +32 +1%
PP
463
Prudential plc
United Kingdom
$755K – – –
RFC
464
Regions Financial Corp
Alabama
$753K -$156K -530 -17%
FF
465
Friedenthal Financial
New Jersey
$745K +$745K +2,534 New
DAM
466
Doheny Asset Management
California
$735K – – –
CWP
467
Cyndeo Wealth Partners
Florida
$729K -$1.76K -6 -0.2%
WPC
468
Wedmont Private Capital
Pennsylvania
$727K +$47.1K +167 +7%
VI
469
Vestcor Inc
New Brunswick, Canada
$724K – – –
BJL
470
Brighton Jones LLC
Washington
$716K -$461K -1,570 -39%
BFM
471
Boothbay Fund Management
New York
$715K +$715K +2,433 New
AFG
472
Atomi Financial Group
New York
$712K +$36.7K +125 +5%
SAM
473
Silvercrest Asset Management
New York
$710K -$147K -500 -17%
KeyBank National Association
474
KeyBank National Association
Ohio
$703K +$13.8K +47 +2%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$697K +$112K +380 +19%
17 18
19
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