L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 Nov 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 12 listed it in both
Shares listed
18,800,516
combined, among listed positions
Reported value
$5.5bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EFX in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
T. Rowe Price Associates Inc4,348,129$1.3bn0.15%Added+1,682,31114 Nov 2024 (the filing on sec.gov)
MFS Investment Management3,964,651$1.2bn0.35%Trimmed-312,14712 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)3,233,744$950m0.06%Added+880,1625 Nov 2026 (the filing on sec.gov)
Invesco Ltd2,260,915$664m0.13%Trimmed-104,40312 Nov 2024 (the filing on sec.gov)
Harris Associates LP1,820,948$535m0.70%Trimmed-469,27214 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP1,127,028$331m0.40%Added+75,81814 Nov 2024 (the filing on sec.gov)
Artisan Partners LP723,424$213m0.32%Trimmed-3,36612 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC718,823$211m0.16%Trimmed-1,84714 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP156,822$46m0.10%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Walleye Capital LLC88,106$26m0.05%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC83,732$25munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC75,665$22m0.15%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Markel Group Inc72,850$21m0.19%Trimmed-25,0001 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP65,011$19m0.12%Added+35,29112 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp41,158$12munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)
Moore Capital Management LP16,908$5.0m0.09%Added+75314 Nov 2024 (the filing on sec.gov)
PDT Partners LLC2,602$765k0.07%Added+214 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EFX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$864mn.a.n.a.
Q3 20136$941mn.a.n.a.
Q4 20137$1.4bnn.a.n.a.
Q1 20148$1.3bnn.a.n.a.
Q2 20147$1.5bnn.a.n.a.
Q3 20147$1.6bnn.a.n.a.
Q4 20144$1.9bnn.a.n.a.
Q1 201510$2.1bnn.a.n.a.
Q2 20159$2.0bnn.a.n.a.
Q3 201514$2.0bnn.a.n.a.
Q4 201511$2.7bnn.a.n.a.
Q1 201612$3.1bnn.a.n.a.
Q2 201612$3.4bnn.a.n.a.
Q3 201614$3.5bnn.a.n.a.
Q4 201611$3.3bnn.a.n.a.
Q1 201713$4.4bnn.a.n.a.
Q2 201714$4.9bnn.a.n.a.
Q3 201716$3.7bnn.a.n.a.
Q4 201715$4.0bnn.a.n.a.
Q1 201813$3.8bnn.a.n.a.
Q2 201816$4.1bnn.a.n.a.
Q3 201816$3.7bnn.a.n.a.
Q4 201811$3.2bnn.a.n.a.
Q1 201913$3.9bnn.a.n.a.
Q2 201918$4.4bnn.a.n.a.
Q3 201918$5.1bnn.a.n.a.
Q4 201915$5.2bnn.a.n.a.
Q1 202017$5.0bnn.a.n.a.
Q2 202015$6.9bnn.a.n.a.
Q3 202018$5.4bnn.a.n.a.
Q4 202017$6.2bnn.a.n.a.
Q1 202118$5.7bnn.a.n.a.
Q2 202118$7.5bnn.a.n.a.
Q3 202121$7.5bnn.a.n.a.
Q4 202119$8.7bnn.a.n.a.
Q1 202219$6.8bnn.a.n.a.
Q2 202223$5.8bnn.a.n.a.
Q3 202219$4.6bnn.a.n.a.
Q4 202214$5.0bnn.a.n.a.
Q1 202317$4.8bnn.a.n.a.
Q2 202315$5.3bnn.a.n.a.
Q3 202314$2.8bnn.a.n.a.
Q4 202312$3.7bn75
Q1 202414$3.7bn85
Q2 202412$4.0bn57
Q3 202417$5.5bn116
Q4 202418$5.2bn88
Q1 202512$5.3bn59
Q2 202517$5.3bn115
Q3 20259$4.6bn47
Q4 202515$4.4bn269
Q1 202613$4.4bn1820
Q2 202613$3.9bn2313

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EFX and V →EFX and MA →EFX and MCO →Choose a stock to compare with EFX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EFX, latest filings →Back to the 13F Explorer →