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Equifax
EFX

834 hedge funds and large institutions have $34.3B invested in Equifax in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 297 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 50

35% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $73.4M

20% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 247

17% more capital invested

Capital invested by funds: $29.3B → $34.3B (+$4.98B)

10% more funds holding

Funds holding: 756 → 834 (+78)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

2.64% less ownership

Funds ownership: 97.74% → 95.1% (-2.6%)

Holders
834
Holders Change
+78
Holders Change %
+10.32%
% of All Funds
11.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
134
Increased
297
Reduced
247
Closed
50
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
+$474M
2
IAIM
International Assets Investment Management
Florida
+$271M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$104M
5
BlackRock
BlackRock
New York
+$92.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$741M
2
Morgan Stanley
Morgan Stanley
New York
-$502M
3
GIM
Generation Investment Management
United Kingdom
-$439M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$312M
5
VanEck Associates
VanEck Associates
New York
-$188M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
876
Opal Wealth Advisors
New York
– -$3.88K -16 Closed
CFB
877
Cullen/Frost Bankers
Texas
– -$3.15K -13 Closed
RFG
878
RFP Financial Group
Georgia
– -$2.91K -12 Closed
FW
879
Fairway Wealth
Ohio
– -$1.7K -7 Closed
Optiver Holding
880
Optiver Holding
Netherlands
– -$1.7K -7 Closed
UWS
881
Unique Wealth Strategies
Illinois
– -$1.87K -7 Closed
GI
882
Gradient Investments
Minnesota
– -$970 -4 Closed
RWM
883
Ruedi Wealth Management
Illinois
– -$970 -4 Closed
PI
884
PEAK6 Investments
Illinois
– -$846 -3 Closed
RWMG
885
Redwood Wealth Management Group
New Jersey
– -$485 -2 Closed
TFA
886
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
32 33 34 35
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