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Equifax
EFX

Overview Fund Activity

720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.55%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.45B
2
Parnassus Investments
Parnassus Investments
California
+$488M
3
Boston Partners
Boston Partners
Massachusetts
+$155M
4
BlackRock
BlackRock
New York
+$145M
5
Artisan Partners
Artisan Partners
Wisconsin
+$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$567M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$184M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$119M
5
VAM
Veritas Asset Management
United Kingdom
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
476
Pitcairn
Pennsylvania
$369K -$2.97K -12 -0.8%
TI
477
Tidal Investments
Wisconsin
$369K +$17.1K +69 +5%
SFG
478
SNS Financial Group
Minnesota
$366K +$1.48K +6 +0.4%
IG
479
ING Group
Netherlands
$363K -$158K -637 -30%
MAS
480
Meeder Advisory Services
Ohio
$363K -$14.1K -57 -4%
OFG
481
Oxford Financial Group
Indiana
$362K – – –
CCM
482
Coldstream Capital Management
Washington
$359K +$359K +1,452 New
EF
483
Empowered Funds
Pennsylvania
$354K +$354K +1,431 New
AIP
484
Ameritas Investment Partners
Nebraska
$350K – – –
PI
485
Pettee Investors
Connecticut
$349K – – –
MOS
486
MGO One Seven
Ohio
$347K -$6.68K -27 -2%
DWA
487
Douglass Winthrop Advisors
New York
$346K – – –
SCM
488
Steele Capital Management
Iowa
$343K +$343K +1,389 New
AWM
489
Axxcess Wealth Management
California
$343K -$9.89K -40 -3%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$334K +$110K +446 +49%
SP
491
Symmetry Partners
Connecticut
$333K – – –
FRM
492
Fox Run Management
Connecticut
$329K +$329K +1,331 New
SFI
493
Siemens Fonds Invest
Germany
$329K +$329K +1,329 New
AWM
494
Apollon Wealth Management
South Carolina
$325K -$120K -487 -27%
DDPIC
495
Deroy & Devereaux Private Investment Counsel
Michigan
$325K – – –
WB
496
WesBanco Bank
West Virginia
$322K -$575K -2,326 -64%
AAM
497
Aureus Asset Management
Massachusetts
$321K – – –
CI
498
Cigna Investments
Connecticut
$321K – – –
CA
499
Cetera Advisors
Colorado
$320K +$320K +1,293 New
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$314K +$5.19K +21 +2%
18 19
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