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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 %
PE
776
Point72 Europe
United Kingdom
– – -1,038 Closed
WTB
777
Washington Trust Bank
Washington
– – -1,000 Closed
PAG
778
Private Advisor Group
New Jersey
– – -847 Closed
SSA
779
Sierra Summit Advisors
Nevada
– – -845 Closed
IFU
780
iSAM Funds (UK)
United Kingdom
– – -844 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
781
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -740 Closed
T
782
TOBAM
France
– – -568 Closed
ASN
783
Advisory Services Network
Georgia
– – -380 Closed
GWS
784
Glassman Wealth Services
Virginia
– – -316 Closed
OP
785
ORG Partners
Indiana
– – -199 Closed
CWM
786
Cedar Wealth Management
California
– – -194 Closed
TCWA
787
Turtle Creek Wealth Advisors
Texas
– – -165 Closed
LIWM
788
Long Island Wealth Management
New York
– – -132 Closed
SA
789
Scarborough Advisors
Maryland
– – -87 Closed
LA
790
LM Advisors
California
– – -85 Closed
TFGT
791
TS Financial Group (TSFG)
Illinois
– – -70 Closed
FMP
792
Financial Management Professionals
Texas
– – -36 Closed
MRCM
793
M&R Capital Management
New Jersey
– – -31 Closed
Lazard Asset Management
794
Lazard Asset Management
New York
– – -26 Closed
BGAI
795
Bruce G. Allen Investments
Colorado
– – -18 Closed
LTI
796
Laffer Tengler Investments
Tennessee
– – -15 Closed
PWA
797
Provenance Wealth Advisors
Florida
– – -8 Closed
ETC
798
Exchange Traded Concepts
Oklahoma
– – -7 Closed
TAM
799
Tucker Asset Management
Colorado
– – -3 Closed
DWA
800
Delos Wealth Advisors
Texas
– – -2 Closed
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