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Equifax
EFX

Overview Fund Activity

691 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+39
Holders Change %
+5.98%
% of All Funds
10.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
100
Increased
258
Reduced
198
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$800M
3
Invesco
Invesco
Georgia
$898M
4
MCM
Melvin Capital Management
New York
$441M
5
VanEck Associates
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
Citadel Advisors
Florida
$239K
5
Holocene Advisors
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFS
226
Butensky & Cohen Financial Security
Florida
$4.24M -$90.5K -309 -2%
BZWA
227
Blue Zone Wealth Advisors
California
$4.23M +$918K +3,135 +28%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$4.13M +$9.37K +32 +0.2%
FIS
229
Fundsmith Investment Services
Mauritius
$4.11M +$4.1K +14 +0.1%
NAM
230
Nissay Asset Management
Japan
$4.04M +$89.6K +306 +2%
PFM
231
Patton Fund Management
Texas
$4.03M +$4.03M +13,775 New
TAF
232
Tredje AP-fonden
Sweden
$4M +$483K +1,650 +14%
BCM
233
Brown Capital Management
Maryland
$4M +$63.5K +217 +2%
HWA
234
Heritage Way Advisors
Illinois
$3.97M -$421K -1,438 -10%
PP
235
PDT Partners
New York
$3.75M -$1.99M -6,800 -35%
SIA
236
Sit Investment Associates
Minnesota
$3.67M +$900K +3,075 +33%
X
237
Xponance
Pennsylvania
$3.65M +$456K +1,559 +14%
HA
238
Harbor Advisors
Florida
$3.51M – – –
MGIA
239
Moneta Group Investment Advisors
Missouri
$3.45M +$1.41M +4,819 +69%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$3.44M -$20.5K -70 -0.6%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$3.4M +$179K +613 +6%
AIM
242
Achmea Investment Management
Netherlands
$3.37M -$155K -530 -4%
GLA
243
Great Lakes Advisors
Illinois
$3.36M – – –
JWM
244
Jackson Wealth Management
Florida
$3.33M +$50.1K +171 +2%
YL
245
YCG LLC
Texas
$3.22M – – –
BCI
246
Brinker Capital Investments
Pennsylvania
$3.19M -$326K -1,114 -9%
BC
247
Burney Company
Virginia
$3.12M -$33.1K -113 -1%
AC
248
Allstate Corporation
Illinois
$3.12M +$2.72M +9,280 +681%
Swedbank
249
Swedbank
Sweden
$3.11M -$50.1K -172 -2%
SAM
250
Securian Asset Management
Minnesota
$3.07M +$17.3K +59 +0.6%
8 9
10
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