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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
$555M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$646M
3
Capital International Investors
Capital International Investors
California
$3.54B
4
Bank of America
Bank of America
North Carolina
$287M
5
TP
Theleme Partners
United Kingdom
$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
$2.23B
2
DZ Bank
DZ Bank
Germany
$2.8M
3
VAM
Veritas Asset Management
United Kingdom
$0
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.5M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
651
Crewe Advisors
Utah
$31.8K +$18.4K +76 +138%
ACA
652
Atlas Capital Advisors
Wyoming
$30.3K – – –
TIM
653
Tortoise Investment Management
New York
$30.3K +$13.1K +54 +76%
MWM
654
Mascoma Wealth Management
New Hampshire
$30.3K +$30.3K +125 New
OIAM
655
OFI Invest Asset Management
France
$29.4K +$1.36K +6 +5%
CAL
656
Capital Advisors Ltd
Ohio
$29K +$1.69K +7 +6%
AA
657
Addison Advisors
Vermont
$26.9K – – –
TFIPS
658
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.2K – – –
OIA
659
Optimum Investment Advisors
Illinois
$24.2K – – –
CFM
660
Catalyst Funds Management
Australia
$24.2K +$24.2K +100 New
MFA
661
McClarren Financial Advisors
Pennsylvania
$24K +$14K +141 +140%
SWM
662
Spire Wealth Management
Virginia
$23.8K +$242 +1 +1%
ST
663
Smithfield Trust
Pennsylvania
$23K – – –
MAM
664
Meeder Asset Management
Ohio
$21.6K +$18.2K +75 +536%
PWMG
665
Private Wealth Management Group
New Jersey
$21.1K – – –
HWA
666
HHM Wealth Advisors
Tennessee
$20.1K – – –
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$19.9K – – –
AGWCA
668
Annis Gardner Whiting Capital Advisors
Florida
$19.6K +$242 +1 +1%
RA
669
Rise Advisors
New York
$19.5K – – –
AF
670
Advisornet Financial
Minnesota
$19.4K -$5.82K -24 -23%
EFP
671
EnRich Financial Partners
Wisconsin
$19.2K – – –
PPC
672
Park Place Capital
Alabama
$17.7K – – –
WPA
673
West Paces Advisors
Georgia
$17.5K – – –
CFGS
674
Concourse Financial Group Securities
Alabama
$16.5K -$485 -2 -3%
RCM
675
Raleigh Capital Management
North Carolina
$16.2K +$485 +2 +3%
25 26
27
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