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Equifax
EFX

Overview Fund Activity

750 hedge funds and large institutions have $29.3B invested in Equifax in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 306 increasing their positions, 221 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-8
Holders Change %
-1.06%
% of All Funds
10.91%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
75
Increased
306
Reduced
221
Closed
69
Calls
$89.9M
Puts
$74.3M
Net Calls
+$15.6M
Net Calls Change
+$693K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$465M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
3
Capital International Investors
Capital International Investors
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$132M
5
TP
Theleme Partners
United Kingdom
+$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$351M
2
DZ Bank
DZ Bank
Germany
-$207M
3
VAM
Veritas Asset Management
United Kingdom
-$176M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.1M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRCM
476
Rappaport Reiches Capital Management
Illinois
$434K +$1.21K +5 +0.3%
Nomura Holdings
477
Nomura Holdings
Japan
$434K -$3.73M -15,402 -90%
WI
478
Wedgewood Investors
Pennsylvania
$430K +$430K +1,775 New
CCWM
479
Correct Capital Wealth Management
Missouri
$425K – – –
NP
480
NorthRock Partners
Minnesota
$424K +$3.64K +15 +0.9%
VSQM
481
V-Square Quantitative Management
Illinois
$422K -$8K -33 -2%
BBHC
482
Brown Brothers Harriman & Co
New York
$421K -$17.2K -71 -4%
HI
483
Horizon Investments
North Carolina
$418K +$5.09K +21 +1%
HPC
484
HM Payson & Co
Maine
$416K – – –
QCG
485
Quadrant Capital Group
Ohio
$414K -$19.4K -80 -4%
WJWM
486
Williams Jones Wealth Management
New York
$413K +$13.3K +55 +3%
IIC
487
Ironwood Investment Counsel
Arizona
$400K – – –
HWMA
488
Heritage Wealth Management (Arizona)
Arizona
$399K -$56.2K -232 -12%
HFO
489
Heritage Family Offices
Arizona
$399K +$399K +1,648 New
CPIG
490
Chicago Partners Investment Group
Illinois
$395K -$238K -857 -38%
P
491
Pitcairn
Pennsylvania
$394K +$16.7K +69 +4%
GT
492
Greenleaf Trust
Michigan
$392K +$16.7K +69 +4%
TTWM
493
TCV Trust & Wealth Management
Virginia
$388K – – –
FVWA
494
Foster Victor Wealth Advisors
South Carolina
$386K – – –
IAN
495
Integrated Advisors Network
Texas
$380K +$11.9K +49 +3%
Fidelity International
496
Fidelity International
Bermuda
$378K +$378K +1,558 New
SEC
497
Seven Eight Capital
New York
$371K -$1.07M -4,397 -74%
CG
498
Caprock Group
Idaho
$368K -$160K -659 -30%
PAM
499
Panagora Asset Management
Massachusetts
$367K -$652K -2,688 -64%
VWMG
500
Virginia Wealth Management Group
Virginia
$364K – – –
18 19
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