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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 %
MA
851
MJP Associates
Connecticut
– -$361K -1,489 Closed
Wolverine Trading
852
Wolverine Trading
Illinois
– -$330K -1,363 Closed
SP
853
Symmetry Partners
Connecticut
– -$324K -1,336 Closed
SCM
854
Steele Capital Management
Iowa
– -$291K -1,200 Closed
CW
855
CreativeOne Wealth
Kansas
– -$257K -1,063 Closed
DWM
856
Diversify Wealth Management
Utah
– -$206K -740 Closed
TFF
857
The Family Firm
Maryland
– -$132K -545 Closed
CB
858
Chris Bulman
California
– -$124K -513 Closed
BEI
859
Benjamin Edwards Inc
Missouri
– -$62K -254 Closed
MFA
860
McClarren Financial Advisors
Pennsylvania
– -$24K -242 Closed
OP
861
ORG Partners
Indiana
– -$47.2K -199 Closed
CA
862
Crewe Advisors
Utah
– -$31.8K -131 Closed
ACA
863
Atlas Capital Advisors
Wyoming
– -$30.3K -125 Closed
VNA
864
Valley National Advisers
Pennsylvania
– -$9K -38 Closed
LIA
865
Lynx Investment Advisory
District of Columbia
– -$6.19K -26 Closed
TWC
866
TD Waterhouse Canada
Ontario, Canada
– -$5.91K -25 Closed
VAG
867
VisionPoint Advisory Group
Texas
– -$4.12K -17 Closed
CP
868
Castleview Partners
Texas
– -$4.12K -17 Closed
OWA
869
Opal Wealth Advisors
New York
– -$3.88K -16 Closed
CFB
870
Cullen/Frost Bankers
Texas
– -$3.15K -13 Closed
RFG
871
RFP Financial Group
Georgia
– -$2.91K -12 Closed
FW
872
Fairway Wealth
Ohio
– -$1.7K -7 Closed
Optiver Holding
873
Optiver Holding
Netherlands
– -$1.7K -7 Closed
GI
874
Gradient Investments
Minnesota
– -$970 -4 Closed
RWM
875
Ruedi Wealth Management
Illinois
– -$970 -4 Closed
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