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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 %
AO
326
Advisor OS
Illinois
$804K +$164K +844 +26%
CW
327
Connectus Wealth
Ohio
$789K -$778 -4 -0.1%
AWM
328
Aevitas Wealth Management
Massachusetts
$782K +$24.7K +127 +3%
NL
329
NWAM LLC
Washington
$778K -$43.5K -224 -5%
AWM
330
AE Wealth Management
Kansas
$769K -$7.58K -39 -1%
FG
331
Fiduciary Group
Georgia
$758K – – –
AWP
332
Accretive Wealth Partners
New Jersey
$750K +$29.9K +154 +4%
NMIMC
333
Northwestern Mutual Investment Management Company
Wisconsin
$746K -$138K -709 -16%
CB
334
Community Bank
New York
$739K – – –
BAMCO Inc
335
BAMCO Inc
New York
$719K -$447K -2,300 -38%
PFO
336
Pathstone Family Office
New Jersey
$718K -$35.5K -182 -5%
NFGCM
337
Norman Fields Gottscho Capital Management
New York
$700K – – –
GIA
338
Guyasuta Investment Advisors
Pennsylvania
$700K +$700K +3,600 New
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$698K -$19.6K -101 -3%
ECM
340
Exchange Capital Management
Michigan
$689K -$9.72K -50 -1%
LA
341
LVW Advisors
New York
$684K -$51.3K -264 -7%
BAM
342
Belpointe Asset Management
Nevada
$680K -$110K -568 -14%
NECFA
343
New England Capital Financial Advisors
Connecticut
$676K +$676K +3,034 New
CIA
344
Capital Investment Advisors
Georgia
$650K -$15K -77 -2%
IMRF
345
Illinois Municipal Retirement Fund
Illinois
$642K – – –
TSWM
346
Triangle Securities Wealth Management
North Carolina
$638K -$9.14K -47 -1%
MGP
347
Metis Global Partners
California
$631K +$171K +880 +37%
HWAM
348
Hennion & Walsh Asset Management
New Jersey
$630K +$131K +674 +26%
EF
349
Empirical Finance
Pennsylvania
$626K +$53.1K +273 +9%
PAS
350
Park Avenue Securities
New York
$616K -$144K -741 -19%
12 13
14
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