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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 %
EGWAG
626
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$256K +870 New
AR
627
Apeiron RIA
Texas
$250K – – –
CI
628
Conning Inc
Connecticut
$249K – – –
LFP
629
Lakeshore Financial Planning
Michigan
$249K – – –
CGL
630
Clarius Group LLC
Washington
$248K -$13.2K -45 -5%
HCM
631
Howard Capital Management
Georgia
$245K +$245K +834 New
VVP
632
Venture Visionary Partners
Ohio
$243K -$9.7K -33 -4%
Teacher Retirement System of Texas
633
Teacher Retirement System of Texas
Texas
$243K -$467K -1,589 -66%
QL
634
Quarry LP
New York
$240K +$238K +811 +11,586%
BRWA
635
B. Riley Wealth Advisors
Florida
$240K -$19.7K -67 -8%
JIC
636
Johnson Investment Counsel
Ohio
$239K +$239K +814 New
CFG
637
Citizens Financial Group
Rhode Island
$238K +$238K +810 New
IIM
638
Ipswich Investment Management
Massachusetts
$236K +$236K +804 New
SWM
639
Seed Wealth Management
Illinois
$235K +$235K +800 New
SIC
640
Sterling Investment Counsel
New York
$235K +$235K +800 New
PAG
641
Private Advisor Group
New Jersey
$234K +$234K +796 New
WAM
642
Weatherly Asset Management
California
$234K +$234K +796 New
EP
643
Edgestream Partners
New Jersey
$234K +$234K +795 New
WBC
644
Westpac Banking Corp
Australia
$232K – – –
YWM
645
Yoder Wealth Management
California
$232K +$232K +791 New
DT
646
Diversified Trust
Tennessee
$231K +$231K +787 New
9WM
647
9258 Wealth Management
Ohio
$230K +$230K +783 New
NG
648
Norden Group
Utah
$229K +$229K +780 New
HKIMG
649
Hutchens & Kramer Investment Management Group
Indiana
$228K +$228K +785 New
DWT
650
Dorsey & Whitney Trust
South Dakota
$227K +$227K +774 New
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