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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 %
SWM
601
Seed Wealth Management
Illinois
$209K +$209K +800 New
NIM
602
Northeast Investment Management
Massachusetts
$208K +$208K +776 New
SC
603
Scotia Capital
Ontario, Canada
$207K +$207K +775 New
9WM
604
9258 Wealth Management
Ohio
$207K +$207K +773 New
NHC
605
Nicholas Hoffman & Company
Georgia
$205K -$106K -398 -34%
A
606
AJOVista
Massachusetts
$205K – – –
FTIS
607
First Trust Investment Solutions
Florida
$203K +$203K +757 New
SFA
608
Sequoia Financial Advisors
Ohio
$202K -$322K -1,203 -61%
IFWM
609
Institute for Wealth Management
Colorado
$200K +$200K +749 New
WT
610
Whittier Trust
California
$179K – – –
RIL
611
Rothschild Investment LLC
Illinois
$178K +$5.08K +19 +3%
DAM
612
Delta Asset Management
Tennessee
$177K – – –
SIM
613
Sentry Investment Management
Wisconsin
$172K – – –
PS
614
Principal Securities
Iowa
$169K +$13.6K +51 +9%
PAM
615
Paradigm Asset Management
New York
$161K -$53.5K -200 -25%
EBA
616
Eagle Bay Advisors
New York
$159K -$40.7K -152 -20%
WBC
617
Westpac Banking Corp
Australia
$155K +$7.22K +27 +5%
PCM
618
Penserra Capital Management
California
$151K -$145K -544 -49%
GM
619
GeoWealth Management
Illinois
$151K -$82.9K -310 -36%
LC
620
Lindbrook Capital
California
$136K +$2.94K +11 +2%
IA
621
IFP Advisors
Florida
$123K -$3.48K -13 -3%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$117K +$535 +2 +0.5%
PK
623
Pflug Koory
Nebraska
$115K – – –
PA
624
Parallel Advisors
California
$112K +$22K +82 +24%
PBK
625
Peoples Bank (Kansas)
Kansas
$111K -$2.68K -10 -2%
23 24
25
26 27