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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 %
DFCM
526
Dark Forest Capital Management
Puerto Rico
$457K +$457K +1,555 New
IAN
527
Integrated Advisors Network
Texas
$456K -$4.41K -15 -1%
NB
528
Nicolet Bankshares
Wisconsin
$448K -$120K -409 -21%
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$447K +$27.3K +93 +7%
PA
530
Profund Advisors
Maryland
$447K -$137K -467 -23%
PAM
531
Panagora Asset Management
Massachusetts
$445K -$294 -1 -0.1%
WT
532
Washington Trust
Rhode Island
$441K – – –
VWMG
533
Virginia Wealth Management Group
Virginia
$441K – – –
SFG
534
SNS Financial Group
Minnesota
$439K +$2.65K +9 +0.6%
RC
535
Rovin Capital
Arizona
$438K -$318K -1,084 -42%
OFG
536
Oxford Financial Group
Indiana
$436K -$2.35K -8 -0.5%
SFA
537
Sequoia Financial Advisors
Ohio
$427K +$110K +375 +35%
TIAA Trust, National Association
538
TIAA Trust, National Association
North Carolina
$427K +$427K +1,454 New
P
539
Pitcairn
Pennsylvania
$426K -$52K -177 -11%
QWP
540
Quotient Wealth Partners
Texas
$426K -$12.3K -42 -3%
SB
541
Strategic Blueprint
Georgia
$419K -$3.82K -13 -0.9%
SPIA
542
Steward Partners Investment Advisory
New York
$419K +$48.8K +166 +13%
FVWA
543
Foster Victor Wealth Advisors
South Carolina
$415K – – –
SC
544
Syon Capital
California
$413K +$13.5K +46 +3%
BMCM
545
Bryn Mawr Capital Management
Pennsylvania
$413K – – –
Vontobel Holding
546
Vontobel Holding
Switzerland
$411K -$13.8K -47 -3%
BAMF
547
BI Asset Management Fondsmaeglerselskab
Denmark
$409K -$790K -2,690 -66%
TA
548
TrueWealth Advisors
Alabama
$408K +$294 +1 +0.1%
ECM
549
Everence Capital Management
Indiana
$408K +$408K +1,390 New
LSAG
550
Lake Street Advisors Group
New Hampshire
$408K +$1.18K +4 +0.3%
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