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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
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
American Century Companies
Missouri
$128M
4
Franklin Resources
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
Harris Associates
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
551
American Trust
Kentucky
$291K -$10.4K -39 -3%
PWG
552
Portside Wealth Group
Utah
$291K +$291K +1,088 New
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$290K +$43.9K +164 +18%
GWM
554
GSB Wealth Management
Connecticut
$286K – – –
PVM
555
Palogic Value Management
Texas
$284K +$2.41K +9 +0.9%
CFS
556
Cannon Financial Strategists
Georgia
$284K – – –
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$281K +$2.94K +11 +1%
MIS
558
Morningstar Investment Services
Illinois
$280K +$280K +1,067 New
EHC
559
Everett Harris & Co
California
$280K – – –
BP
560
Ballentine Partners
Massachusetts
$278K +$13.4K +50 +5%
DILIC
561
Dai-ichi Life Insurance Company
Japan
$277K – – –
VFA
562
Valeo Financial Advisors
Indiana
$276K +$8.13K +36 +3%
APW
563
Austin Private Wealth
Texas
$274K – – –
FWCM
564
Ferguson Wellman Capital Management
Oregon
$269K +$803 +3 +0.3%
GT
565
Glenview Trust
Kentucky
$269K – – –
DWA
566
Douglass Winthrop Advisors
New York
$268K -$107K -400 -29%
NFG
567
Nadler Financial Group
Illinois
$268K – – –
CG
568
Clarus Group
Texas
$268K – – –
AAM
569
Auxier Asset Management
Oregon
$268K – – –
HCM
570
Howland Capital Management
Massachusetts
$268K +$268K +1,000 New
BRWA
571
B. Riley Wealth Advisors
Florida
$265K +$94.7K +517 +56%
IAA
572
Independent Advisor Alliance
North Carolina
$265K – – –
SIC
573
Salem Investment Counselors
North Carolina
$264K – – –
GI
574
GAMMA Investing
California
$262K +$57.2K +214 +28%
MWM
575
Modera Wealth Management
New Jersey
$260K +$260K +973 New
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