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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 %
MAM
726
Meeder Asset Management
Ohio
$3.75K 14 +14 New
NS
727
NBC Securities
Alabama
$3K 13 – –
MA
728
MCF Advisors
Kentucky
$2.94K 11 +1 +10%
CCA
729
Criterion Capital Advisors
Tennessee
$2.68K 10 +10 New
DF
730
Dunhill Financial
United Kingdom
$2.63K 10 +2 +25%
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$2.41K 9 -1 -10%
S
732
Sachetta
Massachusetts
$2.23K 9 – –
PA
733
Pineridge Advisors
Missouri
$2.14K 8 -214 -96%
QC
734
Quent Capital
New York
$2.14K 8 – –
CWC
735
Carolinas Wealth Consulting
North Carolina
$2.14K 8 +2 +33%
CMP
736
Coston McIsaac & Partners
Maine
$2K 10 – –
TFM
737
TFC Financial Management
Massachusetts
$1.88K 7 +1 +17%
CTC
738
Central Trust Company
Missouri
$1.61K 6 +6 New
NSIM
739
North Star Investment Management
Illinois
$1.61K 6 – –
VWWMG
740
Vermillion & White Wealth Management Group
Pennsylvania
$1.34K 5 – –
WWM
741
Wolff Wiese Magana
California
$1.34K 5 – –
Jones Financial Companies
742
Jones Financial Companies
Missouri
$1.34K 5 +5 New
WWP
743
WR Wealth Planners
Missouri
$1.34K 5 +5 New
TWD
744
True Wealth Design
Ohio
$1.07K 4 +2 +100%
CAC
745
Core Alternative Capital
Georgia
$1.07K 4 -33 -89%
JGIA
746
Jackson Grant Investment Advisers
Connecticut
$1.07K 4 – –
GI
747
Gradient Investments
Minnesota
$1.07K 4 – –
TFA
748
Transamerica Financial Advisors
Florida
$1K 1 – –
VWA
749
Valued Wealth Advisors
Utah
$803 3 – –
Group One Trading
750
Group One Trading
Illinois
$803 3 +3 New
28 29
30
31 32