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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 %
CI
526
Cigna Investments
Connecticut
$310K -$4.61K -19 -1%
OAM
527
Ostrum Asset Management
France
$309K -$480K -1,978 -61%
RP
528
Riverwater Partners
Wisconsin
$307K +$307K +1,265 New
SPIA
529
Steward Partners Investment Advisory
New York
$306K -$15.8K -65 -5%
IAIM
530
International Assets Investment Management
Florida
$302K +$30.8K +127 +11%
TCBWMS
531
Texas Capital Bank Wealth Management Services
Texas
$301K -$7.52K -31 -2%
VFA
532
Valeo Financial Advisors
Indiana
$297K +$970 +4 +0.3%
TWM
533
Thrive Wealth Management
Pennsylvania
$297K +$30.1K +124 +11%
PCS
534
Personal CFO Solutions
New Jersey
$297K +$7.76K +32 +3%
WDA
535
Wendell David Associates
New Hampshire
$294K – – –
SCM
536
Steele Capital Management
Iowa
$291K – – –
BP
537
Ballentine Partners
Massachusetts
$285K +$33.7K +139 +13%
IAA
538
Independent Advisor Alliance
North Carolina
$283K +$42.9K +177 +18%
CCIA
539
Cherry Creek Investment Advisors
Colorado
$281K +$485 +2 +0.2%
ECG
540
Edge Capital Group
Georgia
$281K -$9.46K -39 -3%
PWG
541
Portside Wealth Group
Utah
$279K +$15.5K +64 +6%
CCM
542
Coldstream Capital Management
Washington
$276K -$91.2K -376 -25%
ST
543
Sabal Trust
Florida
$271K +$1.21K +5 +0.4%
DADC
544
D.A. Davidson & Co
Montana
$270K -$12.1K -50 -4%
MIS
545
Morningstar Investment Services
Illinois
$270K +$14.1K +59 +6%
PNC
546
Park National Corp
Ohio
$267K – – –
WA
547
Wealth Alliance
New York
$266K +$727 +3 +0.3%
JF
548
Jump Financial
Illinois
$265K -$2.4M -9,895 -90%
II
549
Inspire Investing
Idaho
$264K -$139K -572 -34%
PTC
550
Private Trust Company
Ohio
$264K -$53.1K -219 -17%
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