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
+$465M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$279M
3
Capital International Investors
Capital International Investors
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$132M
5
TP
Theleme Partners
United Kingdom
+$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$351M
2
DZ Bank
DZ Bank
Germany
-$207M
3
VAM
Veritas Asset Management
United Kingdom
-$176M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.1M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
$1.7K -$11.9M -49,236 -100%
Optiver Holding
727
Optiver Holding
Netherlands
$1.7K -$28.1K -116 -94%
QL
728
Quarry LP
New York
$1.7K +$1.7K +7 New
FW
729
Fairway Wealth
Ohio
$1.7K +$1.7K +7 New
BF
730
BOK Financial
Oklahoma
$1.46K -$4.12K -17 -74%
CTC
731
Central Trust Company
Missouri
$1.46K – – –
TAM
732
Tucker Asset Management
Colorado
$1.46K +$1.46K +6 New
VWWMG
733
Vermillion & White Wealth Management Group
Pennsylvania
$1.22K – – –
WWM
734
Wolff Wiese Magana
California
$1.21K – – –
TWD
735
True Wealth Design
Ohio
$1.21K +$243 +1 +25%
TFA
736
Transamerica Financial Advisors
Florida
$1K – – –
CAL
737
Capital Analysts LLC
Pennsylvania
$1K +$1K +4 New
CAC
738
Core Alternative Capital
Georgia
$970 – – –
GI
739
Gradient Investments
Minnesota
$970 – – –
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$970 – – –
RAM
741
Riggs Asset Management
Pennsylvania
$970 +$970 +4 New
RWM
742
Ruedi Wealth Management
Illinois
$970 +$970 +4 New
AWM
743
Avior Wealth Management
Nebraska
$969 -$66.9K -276 -99%
VWA
744
Valued Wealth Advisors
Utah
$728 – – –
PI
745
PEAK6 Investments
Illinois
$630 -$2.67M -12,730 -100%
HWP
746
Highline Wealth Partners
California
$485 – – –
RWMG
747
Redwood Wealth Management Group
New Jersey
$485 +$485 +2 New
ADL
748
Asset Dedication LLC
California
$243 – – –
AP
749
Aspect Partners
Virginia
$242 – – –
SFC
750
Strategic Financial Concepts
Texas
$55 +$55 +15,305 New
28 29
30
31 32