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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 %
IAA
576
Independent Advisor Alliance
North Carolina
$345K +$2.06K +7 +0.6%
WAS
577
Wealth Advisory Solutions
Indiana
$344K +$344K +1,170 New
CCIA
578
Cherry Creek Investment Advisors
Colorado
$341K +$294 +1 +0.1%
ECG
579
Edge Capital Group
Georgia
$340K – – –
WA
580
Wealth Alliance
New York
$331K +$8.82K +30 +3%
MWM
581
Meridian Wealth Management
Kentucky
$330K +$330K +1,122 New
ST
582
Sabal Trust
Florida
$329K +$1.18K +4 +0.4%
DADC
583
D.A. Davidson & Co
Montana
$327K – – –
PNC
584
Park National Corp
Ohio
$323K – – –
APW
585
Austin Private Wealth
Texas
$315K +$294 +1 +0.1%
GWM
586
GSB Wealth Management
Connecticut
$314K – – –
QCM
587
QRG Capital Management
Illinois
$313K +$313K +1,066 New
TCBWMS
588
Texas Capital Bank Wealth Management Services
Texas
$312K -$53.2K -181 -15%
CFS
589
Cannon Financial Strategists
Georgia
$311K -$294 -1 -0.1%
PVM
590
Palogic Value Management
Texas
$310K -$8.52K -29 -3%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$307K -$2.65K -9 -0.9%
CC
592
Corton Capital
Ontario, Canada
$307K +$307K +1,044 New
OIA
593
OneDigital Investment Advisors
Kansas
$305K +$305K +1,037 New
GT
594
Glenview Trust
Kentucky
$304K +$9.11K +31 +3%
EHC
595
Everett Harris & Co
California
$304K – – –
WI
596
Wedgewood Investors
Pennsylvania
$301K -$220K -750 -42%
FRA
597
Frank Rimerman Advisors
California
$301K -$6.17K -21 -2%
DS
598
DRW Securities
Illinois
$299K +$299K +1,016 New
PTC
599
Private Trust Company
Ohio
$297K -$22.9K -78 -7%
VT
600
Vise Technologies
New York
$297K +$297K +1,009 New
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24
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