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Equifax
EFX

Overview Fund Activity

837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.14%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$449M
2
Lazard Asset Management
Lazard Asset Management
New York
+$241M
3
VanEck Associates
VanEck Associates
New York
+$202M
4
Goldman Sachs
Goldman Sachs
New York
+$192M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$776M
2
BlackRock
BlackRock
New York
-$252M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Marshall Wace
Marshall Wace
United Kingdom
-$151M
5
GIM
Generation Investment Management
United Kingdom
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWP
576
Quotient Wealth Partners
Texas
$319K -$49.7K -195 -13%
OAM
577
Ostrum Asset Management
France
$316K -$13.3K -52 -4%
VFA
578
Valeo Financial Advisors
Indiana
$314K +$255 +1 +0.1%
WDA
579
Wendell David Associates
New Hampshire
$309K – – –
AIP
580
Ameritas Investment Partners
Nebraska
$308K -$11.5K -45 -4%
TWM
581
Thrive Wealth Management
Pennsylvania
$302K -$6.88K -27 -2%
RC
582
Rovin Capital
Arizona
$302K -$77.7K -305 -20%
KRSITF
583
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K +$44.6K +645 +18%
ECG
584
Edge Capital Group
Georgia
$297K +$1.53K +6 +0.5%
FRA
585
Frank Rimerman Advisors
California
$297K +$35.4K +139 +14%
CCIA
586
Cherry Creek Investment Advisors
Colorado
$297K +$510 +2 +0.2%
UBP
587
Union Bancaire Privee
Switzerland
$296K +$296K +1,158 New
Teacher Retirement System of Texas
588
Teacher Retirement System of Texas
Texas
$295K +$84.3K +331 +40%
WA
589
Wealth Alliance
New York
$292K +$4.59K +18 +2%
MWM
590
Meridian Wealth Management
Kentucky
$286K +$510 +2 +0.2%
ST
591
Sabal Trust
Florida
$283K -$2.29K -9 -0.8%
BWA
592
Burt Wealth Advisors
Maryland
$281K -$52.2K -205 -16%
PNC
593
Park National Corp
Ohio
$280K – – –
TSS
594
Two Sigma Securities
New York
$279K -$209K -820 -43%
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$279K +$8.16K +32 +3%
APW
596
Austin Private Wealth
Texas
$278K +$4.59K +18 +2%
GWM
597
GSB Wealth Management
Connecticut
$273K +$510 +2 +0.2%
PVM
598
Palogic Value Management
Texas
$272K +$3.06K +12 +1%
CFS
599
Cannon Financial Strategists
Georgia
$270K -$255 -1 -0.1%
NERM
600
New England Research & Management
Illinois
$268K +$268K +1,050 New
22 23
24
25 26