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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
10.55%
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 %
MLFP
551
MPS Loria Financial Planners
Illinois
$233K +$233K +944 New
BRWA
552
B. Riley Wealth Advisors
Florida
$230K -$128K -517 -36%
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$227K -$12.8K -52 -5%
CCA
554
Checchi Capital Advisers
California
$226K +$226K +914 New
JWCA
555
J.W. Cole Advisors
Florida
$223K +$223K +900 New
VVP
556
Venture Visionary Partners
Ohio
$221K +$221K +893 New
DGAM
557
Desjardins Global Asset Management
Quebec, Canada
$220K +$2.97K +12 +1%
GM
558
GeoWealth Management
Illinois
$216K +$216K +873 New
AR
559
Apeiron RIA
Texas
$210K +$210K +850 New
PAG
560
Private Advisor Group
New Jersey
$209K +$209K +847 New
LFP
561
Lakeshore Financial Planning
Michigan
$209K +$209K +847 New
SSA
562
Sierra Summit Advisors
Nevada
$209K +$209K +845 New
IFU
563
iSAM Funds (UK)
United Kingdom
$209K +$209K +844 New
BTW
564
Boston Trust Walden
Massachusetts
$202K +$202K +816 New
CI
565
Conning Inc
Connecticut
$200K +$200K +810 New
JIC
566
Johnson Investment Counsel
Ohio
$200K +$200K +809 New
PAM
567
Paradigm Asset Management
New York
$198K – – –
CWP
568
Concord Wealth Partners
Virginia
$196K +$15.8K +64 +9%
A
569
AJOVista
Massachusetts
$189K +$189K +765 New
GI
570
GAMMA Investing
California
$187K +$187K +764 New
EBA
571
Eagle Bay Advisors
New York
$185K +$81.9K +331 +79%
Caisse de Depot et Placement du Quebec (CDPQ)
572
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$183K -$921K -3,723 -83%
WT
573
Whittier Trust
California
$165K -$8.41K -34 -5%
DAM
574
Delta Asset Management
Tennessee
$164K +$142K +573 +637%
RIL
575
Rothschild Investment LLC
Illinois
$160K +$160K +646 New
21 22
23
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