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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 %
DAM
476
Doheny Asset Management
California
$637K – – –
HNB
477
Huntington National Bank
Ohio
$637K +$71.1K +279 +13%
BHC
478
Bowen Hanes & Co
Florida
$634K -$22.9K -90 -3%
CWP
479
Cyndeo Wealth Partners
Florida
$632K +$255 +1 +0%
VI
480
Vestcor Inc
New Brunswick, Canada
$627K -$509 -2 -0.1%
WPC
481
Wedmont Private Capital
Pennsylvania
$625K -$5.38K -22 -0.9%
SAM
482
Silvercrest Asset Management
New York
$616K – – –
SWP
483
Sagespring Wealth Partners
Tennessee
$603K +$603K +2,364 New
PAM
484
Panagora Asset Management
Massachusetts
$602K +$216K +849 +56%
TE
485
Tema ETFs
New York
$600K +$600K +2,354 New
Jane Street
486
Jane Street
New York
$590K -$53.8M -211,234 -99%
EFS
487
Essex Financial Services
Connecticut
$583K +$6.63K +26 +1%
BBHC
488
Brown Brothers Harriman & Co
New York
$580K +$110K +430 +23%
EF
489
Empowered Funds
Pennsylvania
$561K +$13.5K +53 +2%
CL
490
Choreo LLC
Illinois
$560K -$306K -1,201 -35%
TCOV
491
Trust Company of Vermont
Vermont
$553K – – –
AAF
492
Andra AP-fonden
Sweden
$546K +$546K +2,142 New
JCM
493
Janney Capital Management
Pennsylvania
$535K -$3.57K -14 -0.7%
NAS
494
NWF Advisory Services
California
$532K +$532K +2,087 New
RC
495
Roundview Capital
New Jersey
$510K – – –
CWM
496
Congress Wealth Management
Massachusetts
$510K +$510K +2,000 New
GC
497
Guggenheim Capital
Illinois
$509K +$77.2K +303 +18%
DC
498
Davenport & Co
Virginia
$503K +$16.1K +63 +3%
MYAM
499
Meiji Yasuda Asset Management
Japan
$493K -$5.61K -22 -1%
HAG
500
HighPoint Advisor Group
Illinois
$491K +$33.6K +133 +7%
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