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847 hedge funds and large institutions have $30.2B invested in Equifax in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 310 increasing their positions, 260 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $31.2M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

19% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 260

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% more funds holding

Funds holding: 834847 (+13)

0.6% more ownership

Funds ownership: 95.1%95.7% (+0.6%)

12% less capital invested

Capital invested by funds: $34.3B → $30.2B (-$4.05B)

Holders
847
Holders Change
+13
Holders Change %
+1.56%
% of All Funds
11.16%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
120
Increased
310
Reduced
260
Closed
97
Calls
$64.6M
Puts
$31.2M
Net Calls
+$33.4M
Net Calls Change
+$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B +$36.2M +135,009 +0.9%
Capital International Investors
2
Capital International Investors
California
$2.28B -$816M -3,044,299 -25%
BlackRock
3
BlackRock
New York
$2.18B -$265M -987,500 -10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.28B +$182M +679,688 +16%
State Street
5
State Street
Massachusetts
$1.25B +$24.2M +90,335 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$955M -$58.3M -217,429 -5%
Harris Associates
7
Harris Associates
Illinois
$913M +$472M +1,761,837 +97%
Morgan Stanley
8
Morgan Stanley
New York
$831M -$16.4M -61,033 -2%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$796M +$3.18M +11,861 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$794M -$31.6M -118,048 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$752M +$19.2M +71,543 +2%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$655M -$69.5M -259,268 -9%
Invesco
13
Invesco
Georgia
$514M -$65.5M -244,453 -11%
Parnassus Investments
14
Parnassus Investments
California
$497M -$31.7M -118,289 -6%
CCM
15
Cantillon Capital Management
New York
$468M +$2.6M +9,702 +0.5%
GIM
16
Generation Investment Management
United Kingdom
$437M -$93.5M -349,077 -17%
VanEck Associates
17
VanEck Associates
New York
$412M +$212M +791,730 +96%
Goldman Sachs
18
Goldman Sachs
New York
$397M +$201M +751,956 +93%
Norges Bank
19
Norges Bank
Norway
$330M +$73.5M +274,330 +27%
JIM
20
Jensen Investment Management
Oregon
$314M -$2.92M -10,901 -0.9%
Boston Partners
21
Boston Partners
Massachusetts
$313M +$50.2M +187,460 +18%
Northern Trust
22
Northern Trust
Illinois
$308M +$31.2M +116,524 +11%
Bank of America
23
Bank of America
North Carolina
$295M -$57.9M -216,071 -16%
Mitsubishi UFJ Asset Management
24
Mitsubishi UFJ Asset Management
Japan
$273M -$11.5M -42,941 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$268M +$42.7M +159,332 +18%