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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 %
GT
501
Greenleaf Trust
Michigan
$414K +$11K +41 +3%
IAN
502
Integrated Advisors Network
Texas
$406K +$76K +284 +23%
CCM
503
Coldstream Capital Management
Washington
$405K +$16.3K +61 +4%
WT
504
Washington Trust
Rhode Island
$401K – – –
VWMG
505
Virginia Wealth Management Group
Virginia
$401K – – –
SB
506
Strategic Blueprint
Georgia
$400K +$268 +1 +0.1%
SFG
507
SNS Financial Group
Minnesota
$397K +$1.07K +4 +0.3%
OFG
508
Oxford Financial Group
Indiana
$395K +$3.48K +13 +0.9%
EWA
509
EverSource Wealth Advisors
Alabama
$394K +$52.8K +240 +15%
HAG
510
HighPoint Advisor Group
Illinois
$388K -$9.3K -38 -2%
WSFS
511
Wilmington Savings Fund Society
Delaware
$385K +$385K +1,441 New
PP
512
Prudential plc
United Kingdom
$381K -$899K -3,361 -70%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$378K +$17.1K +64 +5%
BMCM
514
Bryn Mawr Capital Management
Pennsylvania
$376K +$38.5K +144 +11%
TA
515
TrueWealth Advisors
Alabama
$371K -$31.6K -118 -8%
MA
516
MJP Associates
Connecticut
$370K +$65.8K +246 +22%
AWM
517
Axxcess Wealth Management
California
$369K -$2.68K -10 -0.7%
EAM
518
Empirical Asset Management
Massachusetts
$364K +$364K +1,362 New
FVWA
519
Foster Victor Wealth Advisors
South Carolina
$364K +$364K +1,459 New
GCM
520
Graham Capital Management
Connecticut
$362K -$5.51M -20,588 -94%
SC
521
Syon Capital
California
$358K -$345K -1,291 -49%
SP
522
Symmetry Partners
Connecticut
$357K – – –
AIP
523
Ameritas Investment Partners
Nebraska
$357K -$21.9K -82 -6%
SPIA
524
Steward Partners Investment Advisory
New York
$355K +$24.6K +92 +7%
LSAG
525
Lake Street Advisors Group
New Hampshire
$355K +$16.6K +62 +5%
19 20
21
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