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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 %
EI
576
Ellevest Inc
New York
$230K -$262K -1,081 -53%
MLFP
577
MPS Loria Financial Planners
Illinois
$229K – – –
CCA
578
Checchi Capital Advisers
California
$228K -$1.46K -6 -0.6%
JWCA
579
J.W. Cole Advisors
Florida
$219K – – –
CGL
580
Clarius Group LLC
Washington
$216K -$7.03K -29 -3%
DILIC
581
Dai-ichi Life Insurance Company
Japan
$215K -$36.4K -150 -14%
BRWA
582
B. Riley Wealth Advisors
Florida
$214K -$137K -565 -39%
VVP
583
Venture Visionary Partners
Ohio
$209K -$8K -33 -4%
DWM
584
Diversify Wealth Management
Utah
$206K +$206K +740 New
AR
585
Apeiron RIA
Texas
$206K – – –
VWM
586
Venturi Wealth Management
Texas
$206K +$171K +705 +486%
CI
587
Conning Inc
Connecticut
$206K +$9.21K +38 +5%
LFP
588
Lakeshore Financial Planning
Michigan
$205K – – –
SI
589
Stephens Inc
Arkansas
$204K +$10.7K +44 +6%
SRL
590
Scientech Research LLC
New Jersey
$201K +$201K +831 New
WBC
591
Westpac Banking Corp
Australia
$192K +$51.2K +211 +36%
LFG
592
Larson Financial Group
Missouri
$189K +$141K +580 +289%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$179K +$178K +734 +14,680%
MG
594
Mather Group
Illinois
$167K +$48.9K +183 +41%
PS
595
Principal Securities
Iowa
$166K +$12.6K +52 +8%
RIL
596
Rothschild Investment LLC
Illinois
$165K +$3.88K +16 +2%
FFA
597
Farther Finance Advisors
California
$165K +$82.1K +347 +99%
WT
598
Whittier Trust
California
$162K – – –
DAM
599
Delta Asset Management
Tennessee
$161K – – –
IA
600
IFP Advisors
Florida
$150K +$38.1K +157 +34%
22 23
24
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