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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 %
O
451
Ossiam
France
$740K -$4.84K -19 -0.6%
ANBT
452
American National Bank & Trust
Texas
$739K – – –
AWM
453
Aberdeen Wealth Management
Illinois
$739K – – –
CGA
454
Compound Global Advisors
Washington
$739K +$739K +2,900 New
ECM
455
Everence Capital Management
Indiana
$729K +$375K +1,470 +106%
ST
456
Spinnaker Trust
Maine
$729K – – –
GI
457
GAMMA Investing
California
$727K +$42.6K +167 +6%
PCG
458
PFC Capital Group
California
$726K -$33.1K -130 -4%
SAM
459
Strategy Asset Managers
California
$715K +$1.27K +5 +0.2%
AWM
460
Apollon Wealth Management
South Carolina
$712K +$141K +553 +25%
LS
461
Livforsakringsbolaget Skandia
Sweden
$708K +$459K +1,800 +184%
FCI
462
Financial Counselors Inc
Kansas
$707K -$24.5K -96 -3%
ERIM
463
Eagle Ridge Investment Management
Connecticut
$702K – – –
ICP
464
Impact Capital Partners
Colorado
$696K +$696K +2,730 New
IMRF
465
Illinois Municipal Retirement Fund
Illinois
$693K +$693K +2,720 New
ACM
466
Advisors Capital Management
New Jersey
$687K -$49.4K -194 -7%
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$679K – – –
BPA
468
Beacon Pointe Advisors
California
$674K +$136K +535 +25%
AIM
469
Athena Investment Management
California
$660K – – –
PP
470
Prudential plc
United Kingdom
$655K – – –
RFC
471
Regions Financial Corp
Alabama
$652K -$1.78K -7 -0.3%
BBVA
472
Banco Bilbao Vizcaya Argentaria
Spain
$650K -$842K -3,304 -56%
MCM
473
MAI Capital Management
Ohio
$649K +$649K +2,548 New
AFG
474
Atomi Financial Group
New York
$646K +$29.3K +115 +5%
EWA
475
EverSource Wealth Advisors
Alabama
$641K +$165K +646 +35%
17 18
19
20 21