Equifax
836 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 51 closing their positions.
163% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 51
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: 759 → 836 (+77)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
2.95% less ownership
Funds ownership: 97.74% → 94.79% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$474M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$248M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$163M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$104M |
| 5 |
BlackRock
New York
|
+$92.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$741M |
| 2 |
Morgan Stanley
New York
|
-$502M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$439M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$312M |
| 5 |
VanEck Associates
New York
|
-$188M |
EFX Hedge Fund Activity: Q3 2024 in Review
836 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2024, worth a combined $34.3B — up 17% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new EFX positions and 51 closed out — a net gain of 83 holders — while 297 added to existing stakes and 247 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $474M. The largest seller was Capital International Investors, cutting an estimated $741M.
- 836 institutional investors held Equifax (EFX) as of Q3 2024, up from 759 in Q2 2024.
- Funds reported $34.3B of Equifax stock for Q3 2024, up 17% quarter-over-quarter.
- 134 funds opened new Equifax positions in Q3 2024 and 51 closed out, a net change of +83 holders.
- The largest Equifax buyer in Q3 2024 was T. Rowe Price Associates, an estimated $474M added.
- The largest Equifax seller in Q3 2024 was Capital International Investors, an estimated $741M sold.
Based on aggregated 13F filings for Q3 2024.