Equifax
766 hedge funds and large institutions have $31.6B invested in Equifax in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 266 increasing their positions, 259 reducing their positions, and 46 closing their positions.
107% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 46
21% more call options, than puts
Call options by funds: $87M | Put options by funds: $72.1M
6% more funds holding
Funds holding: 725 → 766 (+41)
3% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 259
3% more capital invested
Capital invested by funds: $30.8B → $31.6B (+$771M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
6.09% less ownership
Funds ownership: 101.27% → 95.18% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$220M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$161M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$120M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$114M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$99.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.47B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$335M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$207M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$196M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$178M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMP
801
Financial Management Professionals
Austin,
Texas
| – | -$9K | -36 | Closed |
|
|
MRCM
802
M&R Capital Management
Summit,
New Jersey
| – | -$7.67K | -31 | Closed |
|
803
Lazard Asset Management
New York
| – | -$6K | -26 | Closed |
|
|
BGAI
804
Bruce G. Allen Investments
Denver,
Colorado
| – | -$4.45K | -18 | Closed |
|
|
LTI
805
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$3.71K | -15 | Closed |
|
|
PWA
806
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$1.98K | -8 | Closed |
|
|
ETC
807
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$1.73K | -7 | Closed |
|
|
TAM
808
Tucker Asset Management
Littleton,
Colorado
| – | -$742 | -3 | Closed |
|
|
DWA
809
Delos Wealth Advisors
Dallas,
Texas
| – | -$495 | -2 | Closed |
|
|
SS
810
Sunbelt Securities
Houston,
Texas
| – | -$495 | -2 | Closed |
|
|
A
811
AlphaQuest
New York
| – | -$247 | -1 | Closed |
|
|
EWM
812
Evermay Wealth Management
Arlington,
Virginia
| – | -$248 | -1 | Closed |
|
|
M
813
MOTCO
San Antonio,
Texas
| – | -$247 | -1 | Closed |
|
EFX Hedge Fund Activity: Q1 2024 in Review
766 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2024, worth a combined $31.6B — up 2.5% from $30.8B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new EFX positions and 46 closed out — a net gain of 49 holders — while 266 added to existing stakes and 259 trimmed.
The largest buyer was DZ Bank, opening a new position worth an estimated $220M. The largest seller was Morgan Stanley, cutting an estimated $1.47B.
- 766 institutional investors held Equifax (EFX) as of Q1 2024, up from 725 in Q4 2023.
- Funds reported $31.6B of Equifax stock for Q1 2024, up 2.5% quarter-over-quarter.
- 95 funds opened new Equifax positions in Q1 2024 and 46 closed out, a net change of +49 holders.
- The largest Equifax buyer in Q1 2024 was DZ Bank, an estimated $220M added.
- The largest Equifax seller in Q1 2024 was Morgan Stanley, an estimated $1.47B sold.
Based on aggregated 13F filings for Q1 2024.