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Equifax
EFX

Overview Fund Activity

757 hedge funds and large institutions have $31.5B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 265 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+38
Holders Change %
+5.29%
% of All Funds
10.98%
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
256
Closed
46
Calls
$87M
Puts
$72.1M
Net Calls
+$14.9M
Net Calls Change
+$48.8M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
3
American Century Companies
Missouri
$128M
4
Franklin Resources
4
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
4
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
5
Harris Associates
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
576
Checchi Capital Advisers
California
$253K +$8.83K +33 +4%
MLFP
577
MPS Loria Financial Planners
Illinois
$253K – – –
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$250K +$250K +934 New
AC
579
Armistice Capital
New York
$250K +$250K +933 New
SF
580
Summit Financial
New Jersey
$246K -$25.1K -94 -9%
CGL
581
Clarius Group LLC
Washington
$246K -$22.7K -85 -8%
Connor, Clark & Lunn Investment Management (CC&L)
582
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$243K +$243K +908 New
JWCA
583
J.W. Cole Advisors
Florida
$241K +$535 +2 +0.2%
VVP
584
Venture Visionary Partners
Ohio
$239K – – –
AR
585
Apeiron RIA
Texas
$227K – – –
LFP
586
Lakeshore Financial Planning
Michigan
$227K – – –
AAS
587
Avantax Advisory Services
Texas
$223K +$223K +833 New
WG
588
Welch Group
Alabama
$222K +$222K +831 New
QCM
589
QRG Capital Management
Illinois
$222K +$222K +829 New
BTW
590
Boston Trust Walden
Massachusetts
$218K – – –
CFG
591
Citizens Financial Group
Rhode Island
$217K +$217K +811 New
CI
592
Conning Inc
Connecticut
$217K – – –
JIC
593
Johnson Investment Counsel
Ohio
$216K – – –
IIM
594
Ipswich Investment Management
Massachusetts
$215K +$215K +804 New
SIC
595
Sterling Investment Counsel
New York
$214K +$214K +800 New
SI
596
Stephens Inc
Arkansas
$213K +$213K +797 New
YWM
597
Yoder Wealth Management
California
$212K +$212K +791 New
SCA
598
Snowden Capital Advisors
New York
$210K +$210K +786 New
KPWS
599
Kestra Private Wealth Services
Texas
$210K +$210K +785 New
GLA
600
Great Lakes Advisors
Illinois
$209K +$209K +783 New
22 23
24
25 26