Equifax
756 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, 308 increasing their positions, 222 reducing their positions, and 71 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 222
21% more call options, than puts
Call options by funds: $89.9M | Put options by funds: $74.3M
2.55% more ownership
Funds ownership: 95.18% → 97.74% (+2.6%)
6% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 71
1% less funds holding
Funds holding: 766 → 756 (-10)
7% less capital invested
Capital invested by funds: $31.6B → $29.3B (-$2.32B)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$457M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$275M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$134M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$130M |
| 5 |
TP
Theleme Partners
London,
United Kingdom
|
+$93.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$345M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$203M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$176M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$75.8M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
826
Group One Trading
Chicago,
Illinois
| – | -$716 | -3 | Closed |
|
|
BHWM
827
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$536 | -2 | Closed |
|
|
ATC
828
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$267 | -1 | Closed |
|
|
HCM
829
Hollencrest Capital Management
Newport Beach,
California
| – | -$268 | -1 | Closed |
|
EFX Hedge Fund Activity: Q2 2024 in Review
756 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2024, worth a combined $29.3B — down 7.3% from $31.6B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EFX positions and 71 closed out — a net gain of 4 holders — while 308 added to existing stakes and 222 trimmed.
The largest buyer was Harris Associates, adding an estimated $457M. The largest seller was BlackRock, cutting an estimated $345M.
- 756 institutional investors held Equifax (EFX) as of Q2 2024, down from 766 in Q1 2024.
- Funds reported $29.3B of Equifax stock for Q2 2024, down 7.3% quarter-over-quarter.
- 75 funds opened new Equifax positions in Q2 2024 and 71 closed out, a net change of +4 holders.
- The largest Equifax buyer in Q2 2024 was Harris Associates, an estimated $457M added.
- The largest Equifax seller in Q2 2024 was BlackRock, an estimated $345M sold.
Based on aggregated 13F filings for Q2 2024.