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Equifax
EFX

Overview Fund Activity

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$108M
4
BlackRock
BlackRock
New York
+$96.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$772M
2
Morgan Stanley
Morgan Stanley
New York
-$523M
3
GIM
Generation Investment Management
United Kingdom
-$457M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
5
VanEck Associates
VanEck Associates
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
501
Brown Brothers Harriman & Co
New York
$542K +$32K +109 +6%
CCM
502
Coldstream Capital Management
Washington
$540K +$211K +728 +64%
PP
503
Pegasus Partners
Wisconsin
$539K -$310K -1,056 -37%
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$534K -$881 -3 -0.2%
BP
505
BBR Partners
New York
$529K -$1.47K -5 -0.3%
HWAM
506
Hennion & Walsh Asset Management
New Jersey
$528K -$11.5K -39 -2%
BFA
507
Bragg Financial Advisors
North Carolina
$523K -$29.4K -100 -5%
RRCM
508
Rappaport Reiches Capital Management
Illinois
$523K -$3.53K -12 -0.7%
CCWM
509
Correct Capital Wealth Management
Missouri
$515K – – –
HPC
510
HM Payson & Co
Maine
$506K +$1.47K +5 +0.3%
WJWM
511
Williams Jones Wealth Management
New York
$501K +$294 +1 +0.1%
QCG
512
Quadrant Capital Group
Ohio
$498K -$4.11K -14 -0.8%
GC
513
Guggenheim Capital
Illinois
$498K -$92K -313 -16%
VSQM
514
V-Square Quantitative Management
Illinois
$495K -$15.9K -54 -3%
HI
515
Horizon Investments
North Carolina
$493K -$13.5K -46 -3%
GT
516
Greenleaf Trust
Michigan
$489K +$14.1K +48 +3%
BC
517
Bridgefront Capital
Texas
$487K +$487K +1,658 New
IIC
518
Ironwood Investment Counsel
Arizona
$485K – – –
HFO
519
Heritage Family Offices
Arizona
$485K +$588 +2 +0.1%
HAG
520
HighPoint Advisor Group
Illinois
$478K +$23.8K +90 +5%
Fidelity International
521
Fidelity International
Bermuda
$474K +$16.5K +56 +4%
NP
522
NorthRock Partners
Minnesota
$471K -$43.2K -147 -8%
TTWM
523
TCV Trust & Wealth Management
Virginia
$470K – – –
Jones Financial Companies
524
Jones Financial Companies
Missouri
$469K +$254K +875 +118%
MM
525
MQS Management
New York
$460K +$460K +1,565 New
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