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Equifax
EFX

Overview Fund Activity

750 hedge funds and large institutions have $29.3B invested in Equifax in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 306 increasing their positions, 221 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-8
Holders Change %
-1.06%
% of All Funds
10.91%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
75
Increased
306
Reduced
221
Closed
69
Calls
$89.9M
Puts
$74.3M
Net Calls
+$15.6M
Net Calls Change
+$693K

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$555M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$646M
3
Capital International Investors
Capital International Investors
California
$3.54B
4
Bank of America
Bank of America
North Carolina
$287M
5
TP
Theleme Partners
United Kingdom
$94.8M

Top Sellers

1
BlackRock
BlackRock
New York
$2.23B
2
DZ Bank
DZ Bank
Germany
$2.8M
3
VAM
Veritas Asset Management
United Kingdom
$0
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.5M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
801
Snowden Capital Advisors
New York
– -$210K -786 Closed
KPWS
802
Kestra Private Wealth Services
Texas
– -$210K -785 Closed
GLA
803
Great Lakes Advisors
Illinois
– -$209K -783 Closed
NIM
804
Northeast Investment Management
Massachusetts
– -$208K -776 Closed
SC
805
Scotia Capital
Ontario, Canada
– -$207K -775 Closed
9WM
806
9258 Wealth Management
Ohio
– -$207K -773 Closed
NHC
807
Nicholas Hoffman & Company
Georgia
– -$205K -766 Closed
A
808
AJOVista
Massachusetts
– -$205K -765 Closed
FTIS
809
First Trust Investment Solutions
Florida
– -$203K -757 Closed
IFWM
810
Institute for Wealth Management
Colorado
– -$200K -749 Closed
PAM
811
Paradigm Asset Management
New York
– -$161K -600 Closed
EC
812
EntryPoint Capital
New York
– -$29.7K -111 Closed
WIA
813
Wetzel Investment Advisors
Indiana
– -$23.9K -110 Closed
CTA
814
Colonial Trust Advisors
South Carolina
– -$25.4K -95 Closed
OLVIG
815
Oliver Lagore Vanvalin Investment Group
Michigan
– -$17.7K -66 Closed
FIM
816
Fernwood Investment Management
Massachusetts
– -$13.1K -49 Closed
NSIM
817
North Star Investment Management
Illinois
– -$1.61K -6 Closed
Group One Trading
818
Group One Trading
Illinois
– -$803 -3 Closed
BHWM
819
Beaird Harris Wealth Management
Texas
– -$536 -2 Closed
ATC
820
Adirondack Trust Company
New York
– -$267 -1 Closed
HCM
821
Hollencrest Capital Management
California
– -$268 -1 Closed
IPW
822
Impact Partnership Wealth
Georgia
– -$15 – –
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