EFX icon

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 %
GKIM
676
GW&K Investment Management
Massachusetts
$13K +$1.72K +7 +15%
ME
677
McIlrath & Eck
Washington
$12.9K – – –
GXJ
678
Global X Japan
Japan
$12.6K -$3.39K -14 -21%
CA
679
Continuum Advisory
Idaho
$12.6K -$1.46K -6 -10%
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$485 +2 +4%
BIA
681
Bell Investment Advisors
California
$11.6K -$727 -3 -6%
HIA
682
Harbor Investment Advisory
Maryland
$11.6K +$7.76K +32 +200%
FHA
683
First Horizon Advisors
Tennessee
$10.4K -$970 -4 -9%
SA
684
SRH Advisors
Kansas
$10.2K – – –
SC
685
Solstein Capital
California
$10.2K – – –
VNA
686
Valley National Advisers
Pennsylvania
$9K +$711 +3 +9%
FNWA
687
Financial Network Wealth Advisors
Utah
$8.97K +$8.97K +37 New
CTWM
688
Cherry Tree Wealth Management
Minnesota
$8.24K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$7.73K -$241 -1 -3%
CFD
690
Creative Financial Designs
Indiana
$7.27K – – –
SSB
691
Sandy Spring Bank
Maryland
$7.04K +$7.04K +29 New
MFT
692
Moisand Fitzgerald Tamayo
Florida
$6.79K – – –
S
693
Sachetta
Massachusetts
$6.4K +$3.9K +14 +156%
LIA
694
Lynx Investment Advisory
District of Columbia
$6.19K +$6.19K +26 New
TWC
695
TD Waterhouse Canada
Ontario, Canada
$5.91K -$22.2K -94 -79%
FFO
696
Fortitude Family Office
Arizona
$5.82K +$242 +1 +4%
ETS
697
ESL Trust Services
New York
$5.82K +$5.82K +24 New
SOW
698
State of Wyoming
Wyoming
$5.33K +$1.46K +6 +38%
PWMG
699
Prestige Wealth Management Group
New Jersey
$5.09K – – –
AWM
700
Abound Wealth Management
Tennessee
$4.85K – – –
26 27
28
29 30