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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 %
CPIG
551
Chicago Partners Investment Group
Illinois
$401K +$14.4K +53 +4%
VWM
552
Venturi Wealth Management
Texas
$399K +$149K +508 +60%
AWM
553
Axxcess Wealth Management
California
$399K -$12.1K -41 -3%
SFI
554
Siemens Fonds Invest
Germany
$394K +$16.8K +57 +4%
SF
555
Summit Financial
New Jersey
$391K -$4.41K -15 -1%
AIM
556
Aigen Investment Management
New York
$390K +$390K +1,328 New
DDPIC
557
Deroy & Devereaux Private Investment Counsel
Michigan
$386K – – –
BWA
558
Burt Wealth Advisors
Maryland
$384K – – –
OC
559
Oppenheimer & Co
New York
$383K +$71.4K +243 +23%
AAM
560
Aureus Asset Management
Massachusetts
$382K – – –
PWG
561
Portside Wealth Group
Utah
$381K +$42.6K +145 +13%
OAM
562
Ostrum Asset Management
France
$379K +$4.7K +16 +1%
BP
563
Ballentine Partners
Massachusetts
$373K +$27.3K +93 +8%
RP
564
Riverwater Partners
Wisconsin
$371K – – –
MPM
565
MBB Public Markets
Illinois
$370K -$2.16M -7,360 -85%
CI
566
Cigna Investments
Connecticut
$369K -$6.46K -22 -2%
PCS
567
Personal CFO Solutions
New Jersey
$369K +$9.11K +31 +3%
AIP
568
Ameritas Investment Partners
Nebraska
$368K -$23.8K -81 -6%
LIP
569
Lighthouse Investment Partners
Florida
$368K -$2.91M -9,913 -89%
VFA
570
Valeo Financial Advisors
Indiana
$362K +$2.06K +7 +0.6%
TWM
571
Thrive Wealth Management
Pennsylvania
$356K -$3.82K -13 -1%
WDA
572
Wendell David Associates
New Hampshire
$356K – – –
NIMI
573
Natixis Investment Managers International
France
$356K -$264K -900 -43%
CI Investments Inc
574
CI Investments Inc
Ontario, Canada
$355K +$53.7K +183 +18%
TCM
575
Teza Capital Management
Illinois
$350K +$350K +1,190 New
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