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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 %
LS
626
Livforsakringsbolaget Skandia
Sweden
$63.8K – – –
BEI
627
Benjamin Edwards Inc
Missouri
$62K +$5.61K +23 +10%
SFCL
628
Strengthening Families & Communities LLC
Massachusetts
$61K +$61K +253 New
CSB
629
City State Bank
Iowa
$60.6K – – –
PFBT
630
Parkside Financial Bank & Trust
Missouri
$55.5K +$1.21K +5 +2%
KFI
631
Key Financial Inc
Pennsylvania
$55K – – –
OCM
632
Osterweis Capital Management
California
$50.9K – – –
FFC
633
First Financial Corp
Indiana
$50.7K – – –
CWM
634
Compass Wealth Management
Connecticut
$48.5K – – –
CIA
635
Cape Investment Advisory
Georgia
$48.5K – – –
UB
636
UMB Bank
Missouri
$47.3K +$20.1K +83 +74%
OP
637
ORG Partners
Indiana
$47.2K +$47.2K +199 New
AWM
638
Activest Wealth Management
Florida
$47K +$47K +194 New
GWM
639
Geneos Wealth Management
Colorado
$47K +$27.6K +114 +143%
C
640
Covestor
United Kingdom
$46K +$30.1K +123 +189%
RI
641
Ridgewood Investments
New Jersey
$42.2K +$42.2K +174 New
BTI
642
Blue Trust Inc
Georgia
$41.7K +$30.5K +114 +271%
AAP
643
Arax Advisory Partners
Colorado
$36.4K +$12.9K +53 +55%
AA
644
Ancora Advisors
Ohio
$36.3K – – –
HI
645
Harbour Investments
Wisconsin
$36.1K +$485 +2 +1%
HGERS
646
Householder Group Estate & Retirement Specialist
Arizona
$36K – – –
MCM
647
MV Capital Management
Maryland
$35.4K +$1.46K +6 +4%
GEA
648
Glen Eagle Advisors
New Jersey
$34.6K – – –
FCT
649
First Community Trust
Iowa
$33.5K +$33.5K +138 New
HB
650
Horizon Bancorp
Indiana
$32K – – –
24 25
26
27 28