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Equifax
EFX

Overview Fund Activity

837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.14%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$449M
2
Lazard Asset Management
Lazard Asset Management
New York
+$241M
3
VanEck Associates
VanEck Associates
New York
+$202M
4
Goldman Sachs
Goldman Sachs
New York
+$192M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$173M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$776M
2
BlackRock
BlackRock
New York
-$252M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Marshall Wace
Marshall Wace
United Kingdom
-$151M
5
GIM
Generation Investment Management
United Kingdom
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
651
Dorsey & Whitney Trust
South Dakota
$208K +$11K +43 +6%
GC
652
Grange Capital
Oregon
$207K +$207K +814 New
EGWAG
653
Elwood & Goetz Wealth Advisory Group
Georgia
$206K -$15.3K -60 -7%
CFG
654
Citizens Financial Group
Rhode Island
$206K – – –
LFG
655
Larson Financial Group
Missouri
$205K +$46.9K +184 +30%
DT
656
Diversified Trust
Tennessee
$204K +$3.57K +14 +2%
SWM
657
Seed Wealth Management
Illinois
$204K – – –
CIA
658
Concurrent Investment Advisors
Florida
$204K +$11.7K +46 +6%
PS
659
Principal Securities
Iowa
$203K +$17.1K +67 +9%
YWM
660
Yoder Wealth Management
California
$202K – – –
WBC
661
Westpac Banking Corp
Australia
$202K – – –
DS
662
DRW Securities
Illinois
$200K -$58.9K -231 -23%
HKIMG
663
Hutchens & Kramer Investment Management Group
Indiana
$200K – – –
WTC
664
WhitTier Trust Company
Nevada
$192K -$510 -2 -0.3%
FFA
665
Farther Finance Advisors
California
$192K +$8.41K +33 +5%
CT
666
Clearstead Trust
Maine
$185K +$185K +726 New
Simplex Trading
667
Simplex Trading
Illinois
$184K +$184K +725 New
BC
668
Bayforest Capital
United Kingdom
$179K +$179K +704 New
RIL
669
Rothschild Investment LLC
Illinois
$175K -$4.08K -16 -2%
WT
670
Whittier Trust
California
$174K -$2.55K -10 -1%
FHA
671
First Horizon Advisors
Tennessee
$172K +$160K +627 +1,334%
DAM
672
Delta Asset Management
Tennessee
$169K – – –
SAM
673
Smartleaf Asset Management
Massachusetts
$164K +$29.4K +115 +22%
MG
674
Mather Group
Illinois
$163K +$1.02K +4 +0.6%
BIG
675
Brooklyn Investment Group
New York
$150K +$3.31K +13 +2%
25 26
27
28 29