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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 %
TFM
801
TFC Financial Management
Massachusetts
$2.36K – – –
PA
802
Pineridge Advisors
Missouri
$2.35K – – –
TCA
803
Trifecta Capital Advisors
Illinois
$2.06K – – –
VWA
804
Valued Wealth Advisors
Utah
$2.06K +$1.18K +4 +133%
CTC
805
Central Trust Company
Missouri
$1.76K – – –
TAM
806
Tucker Asset Management
Colorado
$1.76K – – –
BF
807
BOK Financial
Oklahoma
$1.76K – – –
VWWMG
808
Vermillion & White Wealth Management Group
Pennsylvania
$1.48K – – –
TWD
809
True Wealth Design
Ohio
$1.47K – – –
WWM
810
Wolff Wiese Magana
California
$1.47K – – –
AWM
811
Avior Wealth Management
Nebraska
$1.47K +$294 +1 +25%
RAM
812
Riggs Asset Management
Pennsylvania
$1.18K – – –
HWP
813
Highline Wealth Partners
California
$1.18K +$588 +2 +100%
JGIA
814
Jackson Grant Investment Advisers
Connecticut
$1.18K – – –
CAC
815
Core Alternative Capital
Georgia
$1.18K – – –
CA
816
Claris Advisors
Missouri
$1.18K +$1.18K +4 New
JFG
817
JDM Financial Group
Texas
$882 +$882 +3 New
SIS
818
Strategic Investment Solutions
Illinois
$599 +$599 +2 New
VAMG
819
Voisard Asset Management Group
Michigan
$588 +$588 +2 New
RTC
820
Riverview Trust Company
Washington
$588 +$588 +2 New
FPFS
821
First Personal Financial Services
North Carolina
$588 +$588 +2 New
PCWA
822
Pacific Capital Wealth Advisors
California
$588 +$588 +2 New
AP
823
Aspect Partners
Virginia
$294 – – –
ADL
824
Asset Dedication LLC
California
$294 – – –
ACA
825
American Capital Advisory
Idaho
$29 -$25 – –
31 32
33
34 35