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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 %
VAG
701
VisionPoint Advisory Group
Texas
$4.12K – – –
CP
702
Castleview Partners
Texas
$4.12K +$4.12K +17 New
OWA
703
Opal Wealth Advisors
New York
$3.88K +$3.88K +16 New
ZB
704
Zions Bancorporation
Utah
$3.88K -$2.42K -10 -38%
CWP
705
Concord Wealth Partners
Virginia
$3.88K – – –
RTL
706
Red Tortoise LLC
Georgia
$3.88K – – –
QC
707
Quent Capital
New York
$3.88K +$1.94K +8 +100%
WWP
708
WR Wealth Planners
Missouri
$3.15K +$1.94K +8 +160%
CFB
709
Cullen/Frost Bankers
Texas
$3.15K +$3.15K +13 New
AW
710
Avion Wealth
Texas
$3K – – –
NS
711
NBC Securities
Alabama
$3K – – –
DF
712
Dunhill Financial
United Kingdom
$2.95K +$491 +2 +20%
RFG
713
RFP Financial Group
Georgia
$2.91K +$2.91K +12 New
CPG
714
Cornerstone Planning Group
New Jersey
$2.79K +$2.23K +8 +400%
SIC
715
SJS Investment Consulting
Ohio
$2.67K -$26.9K -111 -91%
MA
716
MCF Advisors
Kentucky
$2.67K – – –
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$485 +2 +22%
CCA
718
Criterion Capital Advisors
Tennessee
$2.43K – – –
CMP
719
Coston McIsaac & Partners
Maine
$2K – – –
Lazard Asset Management
720
Lazard Asset Management
New York
$2K +$2K +12 New
TFM
721
TFC Financial Management
Massachusetts
$1.94K +$243 +1 +14%
PA
722
Pineridge Advisors
Missouri
$1.94K – – –
UWS
723
Unique Wealth Strategies
Illinois
$1.87K +$1.87K +7 New
CWC
724
Carolinas Wealth Consulting
North Carolina
$1.7K -$243 -1 -13%
TCA
725
Trifecta Capital Advisors
Illinois
$1.7K +$1.7K +7 New
27 28
29
30 31