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Equifax
EFX

Overview Fund Activity

720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.56%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.68B
2
Parnassus Investments
Parnassus Investments
California
$516M
3
Boston Partners
Boston Partners
Massachusetts
$155M
4
BlackRock
BlackRock
New York
$2.6B
5
Artisan Partners
Artisan Partners
Wisconsin
$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.1M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$0
5
VAM
Veritas Asset Management
United Kingdom
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
676
Smartleaf Asset Management
Massachusetts
$4.99K +$4.99K +20 New
AWM
677
Abound Wealth Management
Tennessee
$4.76K +$1K +4 +27%
BGAI
678
Bruce G. Allen Investments
Colorado
$4.45K +$4.45K +18 New
VAG
679
VisionPoint Advisory Group
Texas
$4.2K +$4.2K +17 New
RTL
680
Red Tortoise LLC
Georgia
$3.96K – – –
HIA
681
Harbor Investment Advisory
Maryland
$3.96K – – –
LTI
682
Laffer Tengler Investments
Tennessee
$3.71K +$3.71K +15 New
SOW
683
State of Wyoming
Wyoming
$3.46K +$247 +1 +8%
SIC
684
SJS Investment Consulting
Ohio
$3.22K +$495 +2 +18%
BWM
685
Baystate Wealth Management
Massachusetts
$3.03K +$3.03K +12 New
NS
686
NBC Securities
Alabama
$3K – – –
MA
687
MCF Advisors
Kentucky
$2.47K – – –
DPW
688
DiNuzzo Private Wealth
Pennsylvania
$2.47K +$2.47K +10 New
S
689
Sachetta
Massachusetts
$2.23K +$2.23K +9 New
DF
690
Dunhill Financial
United Kingdom
$2.04K +$2.04K +8 New
CMP
691
Coston McIsaac & Partners
Maine
$2K – – –
AW
692
Avion Wealth
Texas
$2K +$2K +10 New
RCM
693
Raleigh Capital Management
North Carolina
$1.98K -$20.8K -84 -91%
QC
694
Quent Capital
New York
$1.98K – – –
PWA
695
Provenance Wealth Advisors
Florida
$1.98K +$1.98K +8 New
ETC
696
Exchange Traded Concepts
Oklahoma
$1.73K +$1.73K +7 New
TFM
697
TFC Financial Management
Massachusetts
$1.49K -$496 -2 -25%
NSIM
698
North Star Investment Management
Illinois
$1.48K – – –
CWC
699
Carolinas Wealth Consulting
North Carolina
$1.48K – – –
AP
700
Aspect Partners
Virginia
$1.48K +$1.48K +6 New
26 27
28
29 30