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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
11.15%
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 %
PWA
826
Principia Wealth Advisory
Texas
$765 +$765 +3 New
BFPW
827
BOK Financial Private Wealth
Colorado
$765 +$765 +3 New
LCM
828
Logan Capital Management
Pennsylvania
$765 +$765 +3 New
WW
829
Winnow Wealth
Texas
$561 +$561 +3 New
SIS
830
Strategic Investment Solutions
Illinois
$521 – – –
PWM
831
Parkworth Wealth Management
California
$510 +$510 +2 New
RPA
832
Redwood Park Advisors
California
$510 +$510 +2 New
A
833
AlphaQuest
New York
$255 -$682K -2,673 -100%
AP
834
Aspect Partners
Virginia
$255 – – –
ADL
835
Asset Dedication LLC
California
$255 – – –
SMAM
836
Sugar Maple Asset Management
Wisconsin
$255 +$255 +1 New
ACA
837
American Capital Advisory
Idaho
$26 -$29 – –
RG
838
Rathbones Group
United Kingdom
– -$86.1M -292,937 Closed
IMCOOI
839
Investment Management Corp of Ontario (IMCO)
Canada
– -$43.8M -149,141 Closed
TC
840
TwinBeech Capital
New York
– -$35.8M -121,798 Closed
HF
841
HRT Financial
New York
– -$32.8M -111,687 Closed
ECM
842
ExodusPoint Capital Management
New York
– -$19.1M -65,011 Closed
MIF
843
Mediolanum International Funds
Ireland
– -$15.9M -54,744 Closed
Arrowstreet Capital
844
Arrowstreet Capital
Massachusetts
– -$14.3M -48,642 Closed
ACM
845
Aquatic Capital Management
Illinois
– -$13.3M -45,280 Closed
Tudor Investment Corp
846
Tudor Investment Corp
Connecticut
– -$12.1M -41,158 Closed
FI
847
Firetrail Investments
Australia
– -$11.6M -39,355 Closed
QC
848
Quadrature Capital
United Kingdom
– -$10.5M -35,819 Closed
MF
849
Magnetar Financial
Illinois
– -$6.29M -21,402 Closed
CCIA
850
Campbell & Co Investment Adviser
Maryland
– -$6.26M -21,317 Closed
32 33
34
35 36