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Equifax
EFX

Overview Fund Activity

628 hedge funds and large institutions have $20.6B invested in Equifax in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 259 increasing their positions, 201 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
-65
Holders Change %
-9.38%
% of All Funds
10.62%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
48
Increased
259
Reduced
201
Closed
102
Calls
$73.9M
Puts
$80.3M
Net Calls
-$6.38M
Net Calls Change
-$141M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$866M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.29B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$850M
5
Harris Associates
Harris Associates
Illinois
$273M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$164M
2
BlackRock
BlackRock
New York
$1.63B
3
Alkeon Capital Management
Alkeon Capital Management
New York
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$475M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
301
First Financial Bank - Trust Division
Ohio
$1.13M -$548 -3 -0%
N
302
Natixis
France
$1.13M +$1.13M +6,197 New
JPMPWA
303
J.P. Morgan Private Wealth Advisors
California
$1.1M -$11.7K -64 -1%
NFAM
304
North Fourth Asset Management
New Jersey
$1.1M +$1.1M +6,000 New
LRIC
305
Long Road Investment Counsel
Michigan
$1.09M – – –
GC
306
Gratus Capital
Georgia
$1.09M – – –
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$1.08M -$19K -104 -2%
VPIM
308
Vanguard Personalized Indexing Management
California
$1.07M -$213K -1,166 -17%
CGH
309
Crossmark Global Holdings
Texas
$1.06M -$31.1K -170 -3%
S
310
Seeyond
France
$1.06M +$193K +1,058 +22%
RFC
311
Regions Financial Corp
Alabama
$1.05M – – –
KAS
312
Kestra Advisory Services
Texas
$1.05M +$80.1K +438 +8%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$1.04M +$1.01M +5,501 +3,056%
HWM
314
HB Wealth Management
Georgia
$1.03M +$21.6K +118 +2%
American Century Companies
315
American Century Companies
Missouri
$1.01M +$107K +585 +12%
EOJOAM
316
E. Ohman J:or Asset Management
Sweden
$1.01M – – –
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$987K -$73.1K -400 -7%
AI
318
AXS Investments
New York
$983K +$983K +5,377 New
WB
319
WesBanco Bank
West Virginia
$971K -$10.4K -57 -1%
NIC
320
Northwest Investment Counselors
Oregon
$963K +$82.6K +452 +9%
UF
321
Univest Financial
Pennsylvania
$960K -$183 -1 -0%
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$949K +$5.67K +31 +0.6%
PCA
323
Pallas Capital Advisors
Massachusetts
$946K +$946K +4,709 New
AIMCA
324
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$914K -$292K -1,600 -24%
BPA
325
Beacon Pointe Advisors
California
$913K -$127K -698 -12%
11 12
13
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