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Equifax
EFX

Overview Fund Activity

825 hedge funds and large institutions have $33.9B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 295 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+75
Holders Change %
+10%
% of All Funds
11.93%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
133
Increased
295
Reduced
243
Closed
51
Calls
$99.2M
Puts
$73.4M
Net Calls
+$25.8M
Net Calls Change
+$10.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$950M
3
Allianz Asset Management
Allianz Asset Management
Germany
$113M
4
BlackRock
BlackRock
New York
$2.8B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$95.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$3.52B
2
Morgan Stanley
Morgan Stanley
New York
$976M
3
GIM
Generation Investment Management
United Kingdom
$606M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$831M
5
VanEck Associates
VanEck Associates
New York
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
776
State of Wyoming
Wyoming
$7.35K +$882 +3 +14%
DF
777
Dunhill Financial
United Kingdom
$7.21K +$3.75K +13 +108%
ETS
778
ESL Trust Services
New York
$7.05K – – –
MAM
779
Meeder Asset Management
Ohio
$6.76K -$19.4K -66 -74%
S
780
Sachetta
Massachusetts
$6.76K – – –
PWMG
781
Prestige Wealth Management Group
New Jersey
$6.17K – – –
AW
782
Avion Wealth
Texas
$6K +$1.64K +6 +38%
AWM
783
Abound Wealth Management
Tennessee
$5.88K – – –
CT
784
Colonial Trust
South Carolina
$5.83K +$5.83K +20 New
RTL
785
Red Tortoise LLC
Georgia
$4.7K – – –
ZB
786
Zions Bancorporation
Utah
$4.7K – – –
CWP
787
Concord Wealth Partners
Virginia
$4.7K – – –
QC
788
Quent Capital
New York
$4.7K – – –
HWA
789
Heritage Wealth Advisors
Virginia
$4.7K +$4.7K +16 New
WWP
790
WR Wealth Planners
Missouri
$3.82K – – –
CPA
791
Capital Performance Advisors
California
$3.62K +$3.62K +12 New
CWC
792
Carolinas Wealth Consulting
North Carolina
$3.53K +$1.47K +5 +71%
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$3.23K – – –
MA
794
MCF Advisors
Kentucky
$3.23K – – –
SIC
795
SJS Investment Consulting
Ohio
$3.23K – – –
CPG
796
Cornerstone Planning Group
New Jersey
$3.22K +$537 +2 +20%
Lazard Asset Management
797
Lazard Asset Management
New York
$3K – – –
NS
798
NBC Securities
Alabama
$3K – – –
CAL
799
Capital Analysts LLC
Pennsylvania
$3K +$1.91K +7 +175%
CCA
800
Criterion Capital Advisors
Tennessee
$2.43K – – –
30 31
32
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