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Equifax
EFX

Overview Fund Activity

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$108M
4
BlackRock
BlackRock
New York
+$96.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$94.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$772M
2
Morgan Stanley
Morgan Stanley
New York
-$523M
3
GIM
Generation Investment Management
United Kingdom
-$457M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$326M
5
VanEck Associates
VanEck Associates
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
701
Blue Trust Inc
Georgia
$105K +$67.6K +279 +179%
DIP
702
DT Investment Partners
Pennsylvania
$104K – – –
CFO
703
CVA Family Office
Colorado
$104K +$2.35K +8 +2%
PSB
704
Piscataqua Savings Bank
New Hampshire
$99K – – –
AIM
705
Anchor Investment Management
South Carolina
$94.6K +$94.6K +322 New
BWP
706
Baldwin Wealth Partners
Massachusetts
$88.2K +$88.2K +300 New
PFP
707
Pinnacle Financial Partners
Tennessee
$84.6K +$84.6K +288 New
VCM
708
Versant Capital Management
Arizona
$83.2K +$3.82K +13 +5%
NA
709
NewEdge Advisors
Louisiana
$75.7K -$4.99K -17 -6%
SFCL
710
Strengthening Families & Communities LLC
Massachusetts
$74.3K – – –
CSB
711
City State Bank
Iowa
$73.5K – – –
IIM
712
Intact Investment Management
Quebec, Canada
$73.5K +$73.5K +250 New
GWM
713
Geneos Wealth Management
Colorado
$69.9K +$12.9K +44 +23%
PFBT
714
Parkside Financial Bank & Trust
Missouri
$68.8K +$1.47K +5 +2%
KFI
715
Key Financial Inc
Pennsylvania
$66.7K – – –
UB
716
UMB Bank
Missouri
$63.5K +$6.17K +21 +11%
CIA
717
Cape Investment Advisory
Georgia
$62.9K +$4.11K +14 +7%
OCM
718
Osterweis Capital Management
California
$61.7K – – –
FFC
719
First Financial Corp
Indiana
$61.4K – – –
CWM
720
Compass Wealth Management
Connecticut
$58.8K – – –
AWM
721
Activest Wealth Management
Florida
$57K – – –
Capstone Investment Advisors
722
Capstone Investment Advisors
New York
$56.4K -$233K -794 -81%
RI
723
Ridgewood Investments
New Jersey
$50.5K -$588 -2 -1%
ETC
724
Exchange Traded Concepts
Oklahoma
$48.2K +$48.2K +164 New
GSEP
725
Golden State Equity Partners
California
$46.1K +$46.1K +157 New
27 28
29
30 31