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Equifax
EFX

Overview Fund Activity

758 hedge funds and large institutions have $31.6B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 265 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+38
Holders Change %
+5.28%
% of All Funds
10.99%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
92
Increased
265
Reduced
257
Closed
46
Calls
$87M
Puts
$72.1M
Net Calls
+$14.9M
Net Calls Change
+$48.8M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
3
American Century Companies
Missouri
$128M
4
Franklin Resources
4
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
4
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
5
Harris Associates
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
476
Brown Brothers Harriman & Co
New York
$484K -$8.03K -30 -2%
SCM
477
Shapiro Capital Management
Georgia
$482K – – –
QCG
478
Quadrant Capital Group
Ohio
$479K -$13.1K -49 -3%
RRCM
479
Rappaport Reiches Capital Management
Illinois
$478K +$268 +1 +0.1%
BWA
480
Burt Wealth Advisors
Maryland
$474K +$165K +617 +53%
VSQM
481
V-Square Quantitative Management
Illinois
$474K +$139K +518 +41%
MAS
482
Meeder Advisory Services
Ohio
$471K +$78.9K +295 +20%
GAM
483
Gotham Asset Management
New York
$471K +$471K +1,759 New
CCWM
484
Correct Capital Wealth Management
Missouri
$468K – – –
NP
485
NorthRock Partners
Minnesota
$464K -$10.4K -39 -2%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$459K -$3.75K -14 -0.8%
HPC
487
HM Payson & Co
Maine
$459K – – –
Vontobel Holding
488
Vontobel Holding
Switzerland
$458K -$9.36K -35 -2%
HI
489
Horizon Investments
North Carolina
$456K -$2.14K -8 -0.5%
EF
490
Empowered Funds
Pennsylvania
$453K +$70.6K +264 +18%
II
491
Inspire Investing
Idaho
$444K -$35.6K -133 -7%
IIC
492
Ironwood Investment Counsel
Arizona
$441K – – –
WJWM
493
Williams Jones Wealth Management
New York
$441K – – –
VA
494
Vident Advisory
Georgia
$435K +$32.4K +121 +8%
Verition Fund Management
495
Verition Fund Management
Connecticut
$433K +$16.6K +62 +4%
TI
496
Tidal Investments
Wisconsin
$431K +$31.8K +119 +8%
CCIA
497
Campbell & Co Investment Adviser
Maryland
$431K +$431K +1,610 New
TTWM
498
TCV Trust & Wealth Management
Virginia
$428K – – –
AWM
499
Apollon Wealth Management
South Carolina
$417K +$65.3K +244 +19%
P
500
Pitcairn
Pennsylvania
$417K +$16.9K +63 +4%
18 19
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