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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 %
AC
651
ASB Consultores
Florida
$225K +$225K +767 New
NHC
652
Nicholas Hoffman & Company
Georgia
$225K +$225K +767 New
SC
653
Savant Capital
Illinois
$225K +$225K +766 New
GLA
654
Great Lakes Advisors
Illinois
$225K +$225K +765 New
NIM
655
Northeast Investment Management
Massachusetts
$224K +$224K +761 New
IFWM
656
Institute for Wealth Management
Colorado
$223K +$223K +760 New
EW
657
Element Wealth
Mississippi
$222K +$222K +757 New
WTC
658
WhitTier Trust Company
Nevada
$222K +$135K +459 +155%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$222K +$222K +755 New
AC
660
Avestar Capital
New York
$222K +$222K +755 New
CIA
661
Concurrent Investment Advisors
Florida
$221K +$221K +753 New
JSSH
662
J. Safra Sarasin Holding
$220K +$220K +750 New
SMA
663
Sage Mountain Advisors
Georgia
$217K +$217K +739 New
SC
664
Scotia Capital
Ontario, Canada
$216K +$216K +735 New
PS
665
Principal Securities
Iowa
$215K +$13.5K +46 +7%
SCM
666
Shelton Capital Management
Colorado
$214K +$214K +729 New
JF
667
JSF Financial
California
$213K +$213K +726 New
FFA
668
Farther Finance Advisors
California
$211K +$6.47K +22 +3%
RIL
669
Rothschild Investment LLC
Illinois
$206K +$5.88K +20 +3%
RIG
670
Renaissance Investment Group
Massachusetts
$206K +$206K +700 New
SIM
671
Stratos Investment Management
Ohio
$205K +$205K +699 New
APP
672
Avantax Planning Partners
Iowa
$205K +$205K +697 New
TIA
673
Trust Investment Advisors
Indiana
$204K +$204K +693 New
WT
674
Whittier Trust
California
$204K +$7.05K +24 +4%
NRD
675
Nebula Research & Development
New York
$203K +$203K +691 New
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