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Equifax
EFX

Overview Fund Activity

719 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+56
Holders Change %
+8.45%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
122
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.68B
2
Parnassus Investments
2
Parnassus Investments
California
$516M
3
Boston Partners
3
Boston Partners
Massachusetts
$155M
4
BlackRock
4
BlackRock
New York
$2.6B
5
Artisan Partners
5
Artisan Partners
Wisconsin
$127M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.2B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$82.1M
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$0
5
VAM
5
Veritas Asset Management
United Kingdom
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$204M -$66.5M -268,817 -25%
KCM
27
Kensico Capital Management
Connecticut
$198M +$15.4M +62,100 +8%
Macquarie Group
28
Macquarie Group
Australia
$194M -$30.3M -122,486 -14%
IIP
29
Intermede Investment Partners
United Kingdom
$191M -$9.6M -38,836 -5%
Goldman Sachs
30
Goldman Sachs
New York
$183M +$75.4M +305,028 +70%
Legal & General Group
31
Legal & General Group
United Kingdom
$171M -$7.83M -31,674 -4%
AC
32
AKO Capital
United Kingdom
$165M +$38.8M +156,892 +31%
Charles Schwab
33
Charles Schwab
California
$160M +$3.92M +15,842 +3%
Pictet Asset Management
34
Pictet Asset Management
Switzerland
$156M -$14.1M -57,185 -8%
Boston Partners
35
Boston Partners
Massachusetts
$155M +$155M +625,439 New
UBS AM
36
UBS AM
Illinois
$150M +$5.55M +22,442 +4%
Bank of America
37
Bank of America
North Carolina
$138M +$9.34M +37,759 +7%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$137M +$93.5M +377,955 +216%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$129M -$1.28M -5,191 -1%
Artisan Partners
40
Artisan Partners
Wisconsin
$127M +$127M +512,734 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$125M -$1.68M -6,795 -1%
Wells Fargo
42
Wells Fargo
California
$125M +$212K +857 +0.2%
Fundsmith LLP
43
Fundsmith LLP
United Kingdom
$120M -$1.57M -6,337 -1%
CS
44
Credit Suisse
Switzerland
$114M -$4.66M -18,841 -4%
Aviva
45
Aviva
United Kingdom
$113M +$1.78M +7,188 +2%
CVA
46
Ceredex Value Advisors
Florida
$96M -$40.7M -164,651 -30%
Swiss National Bank
47
Swiss National Bank
Switzerland
$94.9M -$2.74M -11,100 -3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$87.7M +$12.9M +52,153 +17%
RJA
49
Raymond James & Associates
Florida
$84.6M +$35.3M +142,571 +72%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$82.1M -$184M -742,485 -69%
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