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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 %
WT
501
Washington Trust
Rhode Island
$364K – – –
OFG
502
Oxford Financial Group
Indiana
$362K +$3.88K +16 +1%
QWP
503
Quotient Wealth Partners
Texas
$361K +$361K +1,490 New
MA
504
MJP Associates
Connecticut
$361K +$25.7K +106 +8%
SFG
505
SNS Financial Group
Minnesota
$360K +$727 +3 +0.2%
Vontobel Holding
506
Vontobel Holding
Switzerland
$351K -$64.3K -265 -15%
SB
507
Strategic Blueprint
Georgia
$349K -$13.6K -56 -4%
WSFS
508
Wilmington Savings Fund Society
Delaware
$348K -$1.46K -6 -0.4%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$346K +$3.15K +13 +0.9%
BMCM
510
Bryn Mawr Capital Management
Pennsylvania
$340K – – –
AWM
511
Axxcess Wealth Management
California
$339K +$4.85K +20 +1%
TA
512
TrueWealth Advisors
Alabama
$337K +$242 +1 +0.1%
LSAG
513
Lake Street Advisors Group
New Hampshire
$336K +$14.3K +59 +4%
Wolverine Trading
514
Wolverine Trading
Illinois
$330K -$112K -461 -25%
Verition Fund Management
515
Verition Fund Management
Connecticut
$330K -$62.1K -256 -16%
SC
516
Syon Capital
California
$330K +$5.82K +24 +2%
GCP
517
GSA Capital Partners
United Kingdom
$328K +$328K +1,351 New
SF
518
Summit Financial
New Jersey
$326K +$103K +423 +46%
SP
519
Symmetry Partners
Connecticut
$324K – – –
AIP
520
Ameritas Investment Partners
Nebraska
$323K – – –
SM
521
Sciencast Management
New Jersey
$323K +$323K +1,333 New
DDPIC
522
Deroy & Devereaux Private Investment Counsel
Michigan
$319K – – –
BWA
523
Burt Wealth Advisors
Maryland
$317K -$113K -465 -26%
AAM
524
Aureus Asset Management
Massachusetts
$315K – – –
SFI
525
Siemens Fonds Invest
Germany
$311K – – –
19 20
21
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