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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
11.14%
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 %
CCA
801
Criterion Capital Advisors
Tennessee
$2.43K – – –
FNWA
802
Financial Network Wealth Advisors
Utah
$2.29K -$7.39K -29 -76%
SOW
803
State of Wyoming
Wyoming
$2.29K -$4.08K -16 -64%
WA
804
Whipplewood Advisors
Colorado
$2.29K +$2.29K +9 New
PA
805
Pineridge Advisors
Missouri
$2.04K – – –
TFM
806
TFC Financial Management
Massachusetts
$2.04K – – –
WCM
807
WealthTrak Capital Management
Virginia
$2.04K +$2.04K +8 New
CIAS
808
CBIZ Investment Advisory Services
Ohio
$2.04K +$2.04K +8 New
CAL
809
Capital Analysts LLC
Pennsylvania
$2K -$1.14K -4 -36%
CMP
810
Coston McIsaac & Partners
Maine
$2K – – –
PWMG
811
Prestige Wealth Management Group
New Jersey
$1.78K -$3.57K -14 -67%
CWC
812
Carolinas Wealth Consulting
North Carolina
$1.78K -$1.27K -5 -42%
TCA
813
Trifecta Capital Advisors
Illinois
$1.78K – – –
NC
814
NewSquare Capital
Pennsylvania
$1.78K +$1.78K +7 New
CSWM
815
Cassady Schiller Wealth Management
Ohio
$1.78K +$1.78K +7 New
CTC
816
Central Trust Company
Missouri
$1.53K – – –
TAM
817
Tucker Asset Management
Colorado
$1.53K – – –
VWWMG
818
Vermillion & White Wealth Management Group
Pennsylvania
$1.28K – – –
HWP
819
Highline Wealth Partners
California
$1.28K +$255 +1 +25%
WWM
820
Wolff Wiese Magana
California
$1.28K – – –
CAC
821
Core Alternative Capital
Georgia
$1.27K +$255 +1 +25%
RAM
822
Riggs Asset Management
Pennsylvania
$1.02K – – –
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$1.02K – – –
BF
824
BOK Financial
Oklahoma
$977 -$489 -2 -33%
VWA
825
Valued Wealth Advisors
Utah
$765 -$1.02K -4 -57%
31 32
33
34 35