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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
10.56%
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 %
QCM
526
Qsemble Capital Management
New York
$268K -$2.38M -9,616 -90%
APW
527
Austin Private Wealth
Texas
$265K +$265K +1,070 New
GWM
528
GSB Wealth Management
Connecticut
$264K +$264K +1,069 New
CFS
529
Cannon Financial Strategists
Georgia
$262K -$10.1K -41 -4%
PVM
530
Palogic Value Management
Texas
$260K +$260K +1,053 New
EHC
531
Everett Harris & Co
California
$258K +$258K +1,045 New
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$257K -$73.9K -299 -22%
PE
533
Point72 Europe
United Kingdom
$257K +$257K +1,038 New
DILIC
534
Dai-ichi Life Insurance Company
Japan
$256K +$256K +1,036 New
SF
535
Summit Financial
New Jersey
$251K +$251K +1,015 New
TWM
536
Thrive Wealth Management
Pennsylvania
$251K +$251K +1,013 New
CGL
537
Clarius Group LLC
Washington
$249K -$29.9K -121 -11%
GT
538
Glenview Trust
Kentucky
$249K +$249K +1,005 New
JF
539
Jump Financial
Illinois
$248K -$629K -2,545 -72%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$248K +$248K +1,003 New
ECG
541
Edge Capital Group
Georgia
$247K -$44.5K -180 -15%
AAM
542
Auxier Asset Management
Oregon
$247K +$247K +1,000 New
WTB
543
Washington Trust Bank
Washington
$247K +$247K +1,000 New
NFG
544
Nadler Financial Group
Illinois
$247K +$247K +1,000 New
CG
545
Clarus Group
Texas
$247K +$247K +1,000 New
IAA
546
Independent Advisor Alliance
North Carolina
$245K +$245K +991 New
BP
547
Ballentine Partners
Massachusetts
$244K +$244K +988 New
SIC
548
Salem Investment Counselors
North Carolina
$244K – – –
TCOTS
549
Trust Company of the South
North Carolina
$238K +$238K +964 New
DADC
550
D.A. Davidson & Co
Montana
$236K +$236K +954 New
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