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Equifax
EFX

Overview Fund Activity

621 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
211
Reduced
236
Closed
59
Calls
$73.4M
Puts
$85.1M
Net Calls
-$11.7M
Net Calls Change
-$5.32M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$355M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$161M
3
RG
Rathbones Group
United Kingdom
+$49.6M
4
JIM
Jensen Investment Management
Oregon
+$31.5M
5
MC
Maverick Capital
Texas
+$30.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$591M
2
SCP
Soroban Capital Partners
New York
-$79.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$38.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
API
326
Advisor Partners II
California
$785K +$785K +4,582 New
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$782K +$26.6K +155 +4%
NMIMC
328
Northwestern Mutual Investment Management Company
Wisconsin
$779K -$58.8K -343 -7%
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K +$35.3K +206 +5%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$734K -$581K -3,398 -44%
1WM
331
1900 Wealth Management
Texas
$733K – – –
FG
332
Fiduciary Group
Georgia
$732K – – –
NL
333
NWAM LLC
Washington
$725K +$38.4K +224 +6%
CI
334
CX Institutional
Indiana
$711K -$2.92K -17 -0.4%
CPIG
335
Chicago Partners Investment Group
Illinois
$704K +$7.29K +44 +1%
Impax Asset Management Group
336
Impax Asset Management Group
United Kingdom
$703K -$15.3K -89 -2%
CW
337
Connectus Wealth
Ohio
$697K +$1.03K +6 +0.1%
BAM
338
Belpointe Asset Management
Nevada
$697K +$20.9K +122 +3%
CAM
339
Cresset Asset Management
Illinois
$691K +$23.8K +139 +4%
AWM
340
AE Wealth Management
Kansas
$685K -$35.6K -208 -5%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$672K +$265K +1,542 +65%
PAS
342
Park Avenue Securities
New York
$670K -$33.9K -198 -5%
AWM
343
Aevitas Wealth Management
Massachusetts
$668K -$4.63K -27 -0.7%
Rafferty Asset Management
344
Rafferty Asset Management
New York
$666K +$666K +3,885 New
PFO
345
Pathstone Family Office
New Jersey
$662K +$662K +3,862 New
AWS
346
Atria Wealth Solutions
New York
$661K +$312K +1,817 +89%
CB
347
Community Bank
New York
$652K – – –
CCP
348
Corient Capital Partners
California
$651K +$195K +1,065 +43%
QIM
349
Quantitative Investment Management
Virginia
$650K +$21.4K +125 +3%
LA
350
LVW Advisors
New York
$648K +$23.6K +138 +4%
12 13
14
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