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Equifax
EFX

Overview Fund Activity

720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.56%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.68B
2
Parnassus Investments
Parnassus Investments
California
$516M
3
Boston Partners
Boston Partners
Massachusetts
$155M
4
BlackRock
BlackRock
New York
$2.6B
5
Artisan Partners
Artisan Partners
Wisconsin
$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.1M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$0
5
VAM
Veritas Asset Management
United Kingdom
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$13.8M +$131K +530 +1%
MA
127
Montag & Associates
Georgia
$13.7M -$404K -1,632 -3%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$13.6M +$2.19M +8,855 +19%
Royal London Asset Management
129
Royal London Asset Management
United Kingdom
$13.2M +$207K +836 +2%
Brown Advisory
130
Brown Advisory
Maryland
$13.2M +$1.39M +5,617 +12%
Victory Capital Management
131
Victory Capital Management
Texas
$13M -$148K -599 -1%
APG Asset Management
132
APG Asset Management
Netherlands
$12.7M +$654K +2,920 +5%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$12.6M +$5.21M +21,053 +70%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M +$345K +1,395 +3%
AIM
135
Artemis Investment Management
United Kingdom
$11.9M -$48.9M -197,540 -80%
LPL Financial
136
LPL Financial
California
$11.7M +$1.64M +6,617 +16%
CIS
137
Capital International Sarl
California
$11.5M +$1.27M +5,146 +12%
CI
138
Capital International
California
$10.5M -$8.16K -33 -0.1%
BFM
139
Boothbay Fund Management
New York
$9.97M +$9.97M +40,300 New
Swedbank
140
Swedbank
Sweden
$9.95M +$32.1K +130 +0.3%
PI
141
PEAK6 Investments
Illinois
$9.88M +$9.88M +39,963 New
Korea Investment Corp
142
Korea Investment Corp
South Korea
$9.52M +$1.1M +4,453 +13%
KCM
143
Kornitzer Capital Management
Kansas
$9.5M +$400K +1,617 +4%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.09M +$479K +1,936 +6%
BMSSC
145
B. Metzler seel. Sohn & Co
Germany
$8.84M -$2.97M -12,024 -25%
GIM
146
Generate Investment Management
New Zealand
$8.49M +$8.49M +34,345 New
IPAM
147
ICICI Prudential Asset Management
India
$8.4M -$2.02M -8,150 -19%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$8.39M +$267K +1,079 +3%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$8.38M +$28.7K +116 +0.3%
SOMRS
150
State of Michigan Retirement System
Michigan
$8.35M +$24.7K +100 +0.3%
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