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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 %
PP
301
Pegasus Partners
Wisconsin
$1.04M +$10.7K +55 +1%
FA
302
FDx Advisors
Illinois
$1.02M -$377K -1,940 -27%
UF
303
Univest Financial
Pennsylvania
$1.02M – – –
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$1.02M +$4.47K +23 +0.4%
EOJOAM
305
E. Ohman J:or Asset Management
Sweden
$1.01M -$58.3K -300 -5%
Wealthfront Advisers
306
Wealthfront Advisers
California
$1M +$397K +2,043 +66%
HWMA
307
Heritage Wealth Management (Arizona)
Arizona
$998K +$568K +2,921 +132%
WB
308
WesBanco Bank
West Virginia
$993K +$407K +2,095 +70%
CAN
309
Cetera Advisor Networks
California
$975K +$975K +5,019 New
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$975K +$89K +458 +10%
CPIG
311
Chicago Partners Investment Group
Illinois
$949K +$1.56K +7 +0.2%
FWIA
312
Fort Washington Investment Advisors
Ohio
$944K +$944K +4,857 New
AC
313
Allstate Corporation
Illinois
$942K +$663K +3,411 +237%
AIM
314
Allstate Investment Management
Illinois
$942K +$942K +4,849 New
SCP
315
Shorepoint Capital Partners
Massachusetts
$933K +$933K +4,800 New
DCM
316
Donaldson Capital Management
Indiana
$924K – – –
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$918K +$366K +1,883 +66%
PP
318
Prudential plc
United Kingdom
$900K +$455K +2,340 +102%
GC
319
Gratus Capital
Georgia
$900K -$120K -619 -12%
KRSITF
320
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$852K – – –
Twin Tree Management
321
Twin Tree Management
Texas
$840K -$2.21M -11,352 -72%
RJFSA
322
Raymond James Financial Services Advisors
Florida
$836K +$74.2K +382 +10%
1WM
323
1900 Wealth Management
Texas
$831K – – –
CI
324
CX Institutional
Indiana
$829K +$22.9K +118 +3%
S
325
Seeyond
France
$819K -$250K -1,288 -23%
11 12
13
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