EFX icon

Equifax
EFX

Overview Fund Activity

720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.56%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.68B
2
Parnassus Investments
Parnassus Investments
California
$516M
3
Boston Partners
Boston Partners
Massachusetts
$155M
4
BlackRock
BlackRock
New York
$2.6B
5
Artisan Partners
Artisan Partners
Wisconsin
$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.1M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$0
5
VAM
Veritas Asset Management
United Kingdom
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
APM
751
Advanced Portfolio Management
New York
– -$418K -2,282 Closed
CCI
752
Credit Capital Investments
New Jersey
– -$389K -2,124 Closed
TWA
753
Trellis Wealth Advisors
California
– -$366K -2,000 Closed
CC
754
Centiva Capital
New York
– -$351K -1,915 Closed
FMAEN1
755
Fund Management at Engine No 1
California
– -$321K -1,755 Closed
BCV
756
Banque Cantonale Vaudoise
Switzerland
– -$300K -1,637 Closed
TCM
757
Teza Capital Management
Illinois
– -$243K -1,324 Closed
FH
758
FWG Holdings
Florida
– -$234K -1,309 Closed
CCIA
759
Campbell & Co Investment Adviser
Maryland
– -$239K -1,302 Closed
MNBTD
760
Moody National Bank Trust Division
Texas
– -$237K -1,296 Closed
MM
761
MQS Management
New York
– -$228K -1,244 Closed
Legacy Financial Group (Iowa)
762
Legacy Financial Group (Iowa)
Iowa
– -$94.7K -517 Closed
HT
763
Headlands Technologies
Illinois
– -$67.4K -368 Closed
WTG
764
West Tower Group
Virginia
– -$51.5K -281 Closed
FFC
765
First Financial Corp
Indiana
– -$48.4K -264 Closed
CCP
766
Carmel Capital Partners
California
– -$31K -169 Closed
PP
767
Pacifica Partners
Canada
– -$28.9K -160 Closed
N
768
Natixis
France
– -$24.7K -135 Closed
GA
769
GoalVest Advisory
New York
– -$11K -60 Closed
EARNEST Partners
770
EARNEST Partners
Georgia
– -$9.34K -51 Closed
PCTC
771
Perkins Coie Trust Company
Washington
– -$7.33K -40 Closed
TJHA
772
Thomas J. Herzfeld Advisors
Florida
– -$6.96K -38 Closed
MIM
773
Macroview Investment Management
Maryland
– -$6.96K -38 Closed
BAAM
774
Baker Avenue Asset Management
California
– -$6.05K -33 Closed
IBOK
775
Independence Bank of Kentucky
Kentucky
– -$5.13K -28 Closed
28 29 30
31
32