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Equifax
EFX

Overview Fund Activity

663 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.5B
2
BlackRock
2
BlackRock
New York
$1.82B
3
VAM
3
Veritas Asset Management
United Kingdom
$328M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.31B
5
CVA
5
Ceredex Value Advisors
Florida
$101M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$461M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.5M
4
FCM
4
Farallon Capital Management
California
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$2.67M -$113K -615 -4%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$2.65M -$36.6K -200 -1%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$2.61M -$203K -1,108 -7%
FDP
229
Financiere des Professionnels
Quebec, Canada
$2.6M +$2.6M +14,198 New
MML Investors Services
230
MML Investors Services
Massachusetts
$2.59M +$283K +1,545 +12%
NAM
231
Nissay Asset Management
Japan
$2.55M +$78.4K +428 +3%
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$2.51M – – –
BCI
233
Brinker Capital Investments
Pennsylvania
$2.48M +$420K +2,295 +20%
OPS
234
Orion Portfolio Solutions
Nebraska
$2.48M +$420K +2,295 +20%
BFS
235
Bradley Foster & Sargent
Connecticut
$2.43M – – –
SWS
236
SYSTM Wealth Solutions
Illinois
$2.42M +$177K +969 +8%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M +$262K +1,432 +12%
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$2.21M +12,072 +1,129%
Mariner
239
Mariner
Kansas
$2.39M +$45.4K +248 +2%
US Bancorp
240
US Bancorp
Minnesota
$2.32M -$202K -1,104 -8%
HCM
241
Hillman Capital Management
Maryland
$2.21M -$229K -1,252 -9%
HA
242
Harbor Advisors
Florida
$2.2M – – –
TPCW
243
TD Private Client Wealth
New York
$2.19M -$158K -861 -7%
Rafferty Asset Management
244
Rafferty Asset Management
New York
$2.15M +$513K +2,799 +31%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$2.09M -$177K -964 -8%
TRCT
246
Tower Research Capital (TRC)
New York
$2.05M +$1.45M +7,921 +243%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$2.04M – – –
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$2.03M +$10.6K +58 +0.5%
TRSOTSOK
249
Teachers Retirement System of the State of Kentucky
Kentucky
$2.02M – – –
YL
250
YCG LLC
Texas
$2.01M – – –
8 9
10
11 12