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Equifax
EFX

Overview Fund Activity

632 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 215 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
88
Increased
215
Reduced
212
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$760M
2
Capital International Investors
Capital International Investors
California
+$481M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$158M
4
Morgan Stanley
Morgan Stanley
New York
+$104M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$95.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$167M
2
AC
AKO Capital
United Kingdom
-$162M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$123M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.7M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$1.86M +$59.5K +306 +3%
AF
252
Aldebaran Financial
$1.86M – – –
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$1.85M – – –
AssetMark Inc
254
AssetMark Inc
California
$1.84M -$381K -1,960 -17%
LT
255
Lindsell Train
United Kingdom
$1.83M – – –
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.83M – – –
AI
257
Atria Investments
North Carolina
$1.77M -$95.4K -491 -5%
BFS
258
Bradley Foster & Sargent
Connecticut
$1.76M +$1.76M +9,042 New
RMCM
259
Reynders McVeigh Capital Management
Massachusetts
$1.75M -$50.5K -260 -3%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$1.73M +$155K +798 +10%
HIMCH
261
Hartford Investment Management Co (HIMCO)
Connecticut
$1.72M -$546K -2,811 -24%
GCM
262
Greenland Capital Management
New York
$1.69M +$1.69M +8,697 New
DSA
263
Droms Strauss Advisors
Missouri
$1.68M -$29K -149 -2%
VPIM
264
Vanguard Personalized Indexing Management
California
$1.65M +$438K +2,251 +36%
COI
265
Connable Office Inc
Michigan
$1.65M – – –
PIM
266
Penobscot Investment Management
Massachusetts
$1.59M – – –
LSERS
267
Louisiana State Employees Retirement System
Louisiana
$1.54M +$19.4K +100 +1%
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$1.52M +$375K +1,518 +33%
NB
269
Norinchukin Bank
Japan
$1.51M -$380K -1,953 -20%
Schroder Investment Management Group
270
Schroder Investment Management Group
United Kingdom
$1.47M -$64.5K -332 -4%
WSCM
271
Wellington Shields Capital Management
New York
$1.47M +$194 +1 +0%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$1.47M +$713K +3,668 +94%
VCM
273
Vetamer Capital Management
California
$1.46M +$1.46M +7,515 New
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$1.45M +$619K +3,185 +74%
LPC
275
Lone Pine Capital
Connecticut
$1.41M +$1.41M +7,278 New
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