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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 %
First Manhattan
501
First Manhattan
New York
$491K – – –
MCM
502
Manchester Capital Management
Vermont
$487K -$255 -1 -0.1%
VT
503
Vise Technologies
New York
$487K +$230K +902 +89%
TTWM
504
TCV Trust & Wealth Management
Virginia
$484K +$76.5K +300 +19%
DAM
505
Deltec Asset Management
New York
$484K +$484K +1,900 New
SIA
506
Sit Investment Associates
Minnesota
$479K -$242K -950 -34%
WTA
507
Washington Trust Advisors
Massachusetts
$479K – – –
EA
508
Everpar Advisors
Oklahoma
$475K -$1.27K -5 -0.3%
IAA
509
Independent Advisor Alliance
North Carolina
$474K +$175K +685 +58%
VF
510
Virtu Financial
New York
$472K -$1.95M -7,666 -81%
CPCPP
511
Canada Post Corporation Pension Plan
Canada
$470K +$470K +1,845 New
MSA
512
MUFG Securities Americas
New York
$466K +$466K +1,830 New
VSQM
513
V-Square Quantitative Management
Illinois
$460K +$30.6K +120 +7%
RRCM
514
Rappaport Reiches Capital Management
Illinois
$453K – – –
CCWM
515
Correct Capital Wealth Management
Missouri
$446K – – –
AO
516
Advisor OS
Illinois
$441K -$379K -1,487 -46%
CCM
517
Coldstream Capital Management
Washington
$439K -$36.7K -144 -8%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$438K -$25.2K -99 -5%
HPC
519
HM Payson & Co
Maine
$437K -$1.27K -5 -0.3%
SC
520
Syon Capital
California
$437K +$78K +306 +22%
QCG
521
Quadrant Capital Group
Ohio
$435K +$3.31K +13 +0.8%
WJWM
522
Williams Jones Wealth Management
New York
$434K – – –
GT
523
Greenleaf Trust
Michigan
$434K +$9.43K +37 +2%
EC
524
EntryPoint Capital
New York
$434K +$434K +1,702 New
HI
525
Horizon Investments
North Carolina
$431K +$3.31K +13 +0.8%
19 20
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