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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 %
PVM
551
Palogic Value Management
Texas
$263K +$5.09K +21 +2%
SFA
552
Sequoia Financial Advisors
Ohio
$262K +$78.1K +322 +43%
APW
553
Austin Private Wealth
Texas
$259K – – –
GWM
554
GSB Wealth Management
Connecticut
$259K – – –
OC
555
Oppenheimer & Co
New York
$257K +$257K +1,062 New
CFS
556
Cannon Financial Strategists
Georgia
$257K – – –
CW
557
CreativeOne Wealth
Kansas
$257K +$257K +1,063 New
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$256K +$727 +3 +0.3%
FRA
559
Frank Rimerman Advisors
California
$254K +$254K +1,046 New
LI
560
LRI Investments
Florida
$252K +$252K +1,039 New
EHC
561
Everett Harris & Co
California
$250K -$2.91K -12 -1%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$249K -$13.8K -57 -5%
FTWA
563
Fifth Third Wealth Advisors
Ohio
$245K +$245K +1,009 New
FWCM
564
Ferguson Wellman Capital Management
Oregon
$244K – – –
GT
565
Glenview Trust
Kentucky
$244K – – –
AT
566
American Trust
Kentucky
$243K -$20.9K -86 -8%
CG
567
Clarus Group
Texas
$242K – – –
DWA
568
Douglass Winthrop Advisors
New York
$242K – – –
HCM
569
Howland Capital Management
Massachusetts
$242K – – –
NFG
570
Nadler Financial Group
Illinois
$242K – – –
AAM
571
Auxier Asset Management
Oregon
$242K – – –
SIC
572
Salem Investment Counselors
North Carolina
$239K – – –
Capstone Investment Advisors
573
Capstone Investment Advisors
New York
$239K +$175K +723 +275%
MWM
574
Modera Wealth Management
New Jersey
$234K -$1.94K -8 -0.8%
TCOTS
575
Trust Company of the South
North Carolina
$233K – – –
21 22
23
24 25