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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 %
DDPIC
526
Deroy & Devereaux Private Investment Counsel
Michigan
$352K – – –
PTC
527
Private Trust Company
Ohio
$350K -$61K -228 -15%
CI
528
Cigna Investments
Connecticut
$348K – – –
AAM
529
Aureus Asset Management
Massachusetts
$348K – – –
P
530
&Partners
Tennessee
$347K +$52.7K +197 +18%
SFI
531
Siemens Fonds Invest
Germany
$343K -$12.3K -46 -3%
TCBWMS
532
Texas Capital Bank Wealth Management Services
Texas
$341K +$8.03K +30 +2%
Focus Partners Wealth
533
Focus Partners Wealth
Massachusetts
$337K +$337K +1,258 New
WDA
534
Wendell David Associates
New Hampshire
$324K +$3.21K +12 +1%
SCM
535
Steele Capital Management
Iowa
$321K -$50.6K -189 -14%
Northwestern Mutual Wealth Management
536
Northwestern Mutual Wealth Management
Wisconsin
$320K -$19.8K -74 -6%
ECG
537
Edge Capital Group
Georgia
$320K +$52.7K +197 +20%
AC
538
ASB Consultores
Florida
$319K +$319K +1,193 New
PCS
539
Personal CFO Solutions
New Jersey
$319K +$15.8K +59 +5%
DADC
540
D.A. Davidson & Co
Montana
$311K +$56.2K +210 +22%
CCIA
541
Cherry Creek Investment Advisors
Colorado
$310K +$535 +2 +0.2%
MPM
542
MBB Public Markets
Illinois
$305K +$305K +1,140 New
PP
543
Paloma Partners
Connecticut
$304K -$391K -1,461 -56%
MWM
544
Meridian Wealth Management
Kentucky
$299K +$535 +2 +0.2%
ST
545
Sabal Trust
Florida
$297K – – –
TWM
546
Thrive Wealth Management
Pennsylvania
$295K +$23.8K +89 +9%
PNC
547
Park National Corp
Ohio
$294K – – –
MOS
548
MGO One Seven
Ohio
$293K -$82.1K -307 -22%
WA
549
Wealth Alliance
New York
$293K -$4.55K -17 -2%
IAIM
550
International Assets Investment Management
Florida
$292K -$261 -1 -0.1%
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