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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 %
LSAG
501
Lake Street Advisors Group
New Hampshire
$312K +$312K +1,263 New
BMCM
502
Bryn Mawr Capital Management
Pennsylvania
$312K +$312K +1,260 New
VSQM
503
V-Square Quantitative Management
Illinois
$310K – – –
TCBWMS
504
Texas Capital Bank Wealth Management Services
Texas
$308K -$31.2K -126 -9%
SPIA
505
Steward Partners Investment Advisory
New York
$305K +$6.43K +26 +2%
IAN
506
Integrated Advisors Network
Texas
$305K +$305K +1,233 New
WDA
507
Wendell David Associates
New Hampshire
$297K – – –
UM
508
UniSuper Management
Australia
$294K +$71.7K +290 +32%
VFA
509
Valeo Financial Advisors
Indiana
$293K +$293K +1,186 New
NHC
510
Nicholas Hoffman & Company
Georgia
$288K – – –
Lido Advisors
511
Lido Advisors
California
$288K -$36.3K -147 -11%
CCIA
512
Cherry Creek Investment Advisors
Colorado
$286K +$495 +2 +0.2%
BWA
513
Burt Wealth Advisors
Maryland
$286K – – –
TC
514
Telemus Capital
Michigan
$282K -$74.7K -302 -21%
MA
515
MJP Associates
Connecticut
$281K +$281K +1,137 New
PCS
516
Personal CFO Solutions
New Jersey
$280K +$280K +1,132 New
LWM
517
LongView Wealth Management
Georgia
$279K +$279K +1,147 New
AT
518
American Trust
Kentucky
$279K -$3.71K -15 -1%
IAIM
519
International Assets Investment Management
Florida
$277K -$49.5M -200,061 -99%
MWM
520
Meridian Wealth Management
Kentucky
$276K -$267K -1,080 -49%
WA
521
Wealth Alliance
New York
$275K +$1.24K +5 +0.5%
ST
522
Sabal Trust
Florida
$275K – – –
PCM
523
Penserra Capital Management
California
$273K -$52.5K -214 -16%
P
524
&Partners
Tennessee
$272K – – –
PNC
525
Park National Corp
Ohio
$272K – – –
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