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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 %
BHWM
751
Beaird Harris Wealth Management
Texas
$536 2 – –
HWP
752
Highline Wealth Partners
California
$535 2 – –
CPG
753
Cornerstone Planning Group
New Jersey
$455 2 – –
AP
754
Aspect Partners
Virginia
$268 1 -5 -83%
HCM
755
Hollencrest Capital Management
California
$268 1 +1 New
ATC
756
Adirondack Trust Company
New York
$267 1 +1 New
ACA
757
American Capital Advisory
Idaho
– – – –
IPW
758
Impact Partnership Wealth
Georgia
– – -31 Closed
DWM
759
Dogwood Wealth Management
Kansas
– – – –
LIP
760
Liontrust Investment Partners
United Kingdom
– – -28,337 Closed
Balyasny Asset Management
761
Balyasny Asset Management
Illinois
– – -24,225 Closed
CM
762
Crestline Management
Texas
– – -13,238 Closed
WWC
763
Waypoint Wealth Counsel
Georgia
– – -5,849 Closed
BC
764
Bridgefront Capital
Texas
– – -5,150 Closed
FA
765
FDx Advisors
Illinois
– – -4,490 Closed
HF
766
HRT Financial
New York
– – -4,220 Closed
VF
767
Virtu Financial
New York
– – -3,509 Closed
FI
768
FJ Investments
Utah
– – -3,200 Closed
FF
769
Friedenthal Financial
New Jersey
– – -2,957 Closed
Impax Asset Management Group
770
Impax Asset Management Group
United Kingdom
– – -2,463 Closed
GS
771
GTS Securities
New York
– – -2,175 Closed
PI
772
Pettee Investors
Connecticut
– – -1,413 Closed
FRM
773
Fox Run Management
Connecticut
– – -1,331 Closed
LWM
774
LongView Wealth Management
Georgia
– – -1,147 Closed
QCM
775
Qsemble Capital Management
New York
– – -1,084 Closed
29 30
31
32 33