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Equifax
EFX

Overview Fund Activity

757 hedge funds and large institutions have $31.5B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 265 increasing their positions, 256 reducing their positions, and 46 closing their positions.

Holders
757
Holders Change
+38
Holders Change %
+5.29%
% of All Funds
10.98%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
92
Increased
265
Reduced
256
Closed
46
Calls
$87M
Puts
$72.1M
Net Calls
+$14.9M
Net Calls Change
+$48.8M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$231M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$405M
3
American Century Companies
3
American Century Companies
Missouri
$128M
4
Franklin Resources
4
Franklin Resources
California
$165M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$796M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.09B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.08B
4
VAM
4
Veritas Asset Management
United Kingdom
$176M
5
Harris Associates
5
Harris Associates
Illinois
$99.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
701
Fernwood Investment Management
Massachusetts
$13.1K 49 +49 New
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.6K 47 – –
FHA
703
First Horizon Advisors
Tennessee
$12.6K 47 -2 -4%
GKIM
704
GW&K Investment Management
Massachusetts
$12K 46 – –
BTI
705
Blue Trust Inc
Georgia
$11.2K 42 -42 -50%
SA
706
SRH Advisors
Kansas
$11.2K 42 – –
SC
707
Solstein Capital
California
$11.2K 42 – –
CT
708
Cambridge Trust
Massachusetts
$11K 41 -9 -18%
CTWM
709
Cherry Tree Wealth Management
Minnesota
$9.1K 34 – –
VNA
710
Valley National Advisers
Pennsylvania
$9K 35 +8 +30%
JWA
711
JFS Wealth Advisors
Pennsylvania
$8.79K 33 -6 -15%
CFD
712
Creative Financial Designs
Indiana
$8.03K 30 -84 -74%
MFT
713
Moisand Fitzgerald Tamayo
Florida
$7.49K 28 – –
FWM
714
FSA Wealth Management
Massachusetts
$7.22K 27 – –
ZB
715
Zions Bancorporation
Utah
$6.96K 26 – –
FFO
716
Fortitude Family Office
Arizona
$6.15K 23 – –
BF
717
BOK Financial
Oklahoma
$6K 23 +1 +5%
PWMG
718
Prestige Wealth Management Group
New Jersey
$5.62K 21 – –
AWM
719
Abound Wealth Management
Tennessee
$5.35K 20 +1 +5%
AW
720
Avion Wealth
Texas
$5K 16 +6 +60%
VAG
721
VisionPoint Advisory Group
Texas
$4.55K 17 – –
CWP
722
Concord Wealth Partners
Virginia
$4.28K 16 -777 -98%
HIA
723
Harbor Investment Advisory
Maryland
$4.28K 16 – –
RTL
724
Red Tortoise LLC
Georgia
$4.28K 16 – –
SOW
725
State of Wyoming
Wyoming
$4.28K 16 +2 +14%
27 28
29
30 31