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Equifax
EFX

Overview Fund Activity

837 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 305 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.15%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
118
Increased
305
Reduced
260
Closed
96
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$913M
2
Lazard Asset Management
Lazard Asset Management
New York
$241M
3
VanEck Associates
VanEck Associates
New York
$412M
4
Goldman Sachs
Goldman Sachs
New York
$397M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.28B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.28B
2
BlackRock
BlackRock
New York
$2.18B
3
IAIM
International Assets Investment Management
Florida
$330K
4
Marshall Wace
Marshall Wace
United Kingdom
$137M
5
GIM
Generation Investment Management
United Kingdom
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
776
Moisand Fitzgerald Tamayo
Florida
$7.14K – – –
FWM
777
FSA Wealth Management
Massachusetts
$6.88K – – –
VWM
778
Vermillion Wealth Management
Minnesota
$6.42K +$6.42K +25 New
SC
779
SouthState Corp
Florida
$6.37K +$6.37K +25 New
ETS
780
ESL Trust Services
New York
$6.12K – – –
S
781
Sachetta
Massachusetts
$5.86K – – –
NRG
782
Nemes Rush Group
Michigan
$5.36K +$5.36K +21 New
HWA
783
Heritage Wealth Advisors
Virginia
$5.1K +$1.02K +4 +25%
MSWM
784
Mowery & Schoenfeld Wealth Management
Illinois
$4.84K +$4.84K +19 New
AWM
785
Abound Wealth Management
Tennessee
$4.79K -$252 -1 -5%
RTL
786
Red Tortoise LLC
Georgia
$4.08K – – –
ZB
787
Zions Bancorporation
Utah
$4.08K – – –
CWP
788
Concord Wealth Partners
Virginia
$4.08K – – –
QC
789
Quent Capital
New York
$4.08K – – –
WWP
790
WR Wealth Planners
Missouri
$3.82K +$510 +2 +15%
SS
791
SBI Securities
Japan
$3.57K +$3.57K +14 New
CA
792
CoreCap Advisors
Michigan
$3.57K +$3.57K +14 New
AWM
793
Avior Wealth Management
Nebraska
$3.31K +$2.04K +8 +160%
CA
794
Continuum Advisory
Idaho
$3.06K -$11K -43 -78%
DPW
795
DiNuzzo Private Wealth
Pennsylvania
$2.8K – – –
SIC
796
SJS Investment Consulting
Ohio
$2.8K – – –
CPG
797
Cornerstone Planning Group
New Jersey
$2.75K -$550 -2 -17%
MA
798
MCF Advisors
Kentucky
$2.55K -$255 -1 -9%
BGAI
799
Bruce G. Allen Investments
Colorado
$2.55K +$2.55K +10 New
BWL
800
Bogart Wealth LLC
Virginia
$2.55K +$2.55K +10 New
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