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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 %
HFO
526
Heritage Family Offices
Arizona
$423K +$3.06K +12 +0.7%
IIC
527
Ironwood Investment Counsel
Arizona
$421K – – –
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$419K +$111K +437 +36%
NP
529
NorthRock Partners
Minnesota
$416K +$7.39K +29 +2%
DFCM
530
Dark Forest Capital Management
Puerto Rico
$415K +$18.6K +73 +5%
BFA
531
Bragg Financial Advisors
North Carolina
$411K -$42.8K -168 -9%
IAN
532
Integrated Advisors Network
Texas
$406K +$11.2K +44 +3%
SPIA
533
Steward Partners Investment Advisory
New York
$404K +$40.3K +158 +11%
CG
534
Caprock Group
Idaho
$400K +$400K +1,569 New
I
535
InceptionR
California
$392K +$392K +1,540 New
YIH
536
Y-Intercept (HK)
Hong Kong
$386K -$2.28M -8,932 -85%
RP
537
Riverwater Partners
Wisconsin
$385K +$62.2K +244 +19%
WP
538
WMS Partners
Maryland
$384K +$384K +1,505 New
FVWA
539
Foster Victor Wealth Advisors
South Carolina
$384K – – –
PWG
540
Portside Wealth Group
Utah
$383K +$52.5K +206 +16%
VWMG
541
Virginia Wealth Management Group
Virginia
$382K – – –
WT
542
Washington Trust
Rhode Island
$382K – – –
SFG
543
SNS Financial Group
Minnesota
$381K +$255 +1 +0.1%
P
544
Pitcairn
Pennsylvania
$376K +$6.37K +25 +2%
TIAA Trust, National Association
545
TIAA Trust, National Association
North Carolina
$375K +$4.59K +18 +1%
OFG
546
Oxford Financial Group
Indiana
$373K -$5.35K -21 -1%
CTA
547
Chesley Taft & Associates
Illinois
$368K +$368K +1,445 New
FFM
548
Forum Financial Management
Illinois
$367K +$194K +760 +112%
ALAM
549
Asahi Life Asset Management
Japan
$367K +$367K +1,440 New
VWM
550
Venturi Wealth Management
Texas
$364K +$17.8K +70 +5%
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