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Equifax
EFX

Overview Fund Activity

658 hedge funds and large institutions have $24.5B invested in Equifax in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+26
Holders Change %
+4.11%
% of All Funds
10.53%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
73
Increased
220
Reduced
211
Closed
37
Calls
$83.8M
Puts
$115M
Net Calls
-$31.4M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$116M
3
IIP
Intermede Investment Partners
United Kingdom
+$106M
4
BlackRock
BlackRock
New York
+$67.2M
5
Macquarie Group
Macquarie Group
Australia
+$66.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$412M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$338M
3
GIM
Generation Investment Management
United Kingdom
-$125M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$90.4M
5
AC
AKO Capital
United Kingdom
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
326
Metis Global Partners
California
$917K +$259K +1,277 +39%
CI
327
CX Institutional
Indiana
$895K +$32.4K +160 +4%
SC
328
Sonen Capital
California
$893K -$559K -2,757 -39%
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$884K -$5.48K -27 -0.6%
XT
330
XTX Topco
Cayman Islands
$881K +$881K +4,341 New
BMSSC
331
B. Metzler seel. Sohn & Co
Germany
$880K +$151K +745 +21%
KAS
332
Kestra Advisory Services
Texas
$879K -$503K -2,482 -36%
AO
333
Advisor OS
Illinois
$874K +$35.1K +173 +4%
BJL
334
Brighton Jones LLC
Washington
$873K +$278K +1,369 +47%
CPIG
335
Chicago Partners Investment Group
Illinois
$859K +$4.02K +20 +0.5%
PAM
336
Panagora Asset Management
Massachusetts
$852K -$519K -2,559 -38%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$846K -$112K -552 -12%
1WM
338
1900 Wealth Management
Texas
$831K – – –
CW
339
Connectus Wealth
Ohio
$825K +$1.62K +8 +0.2%
NL
340
NWAM LLC
Washington
$812K – – –
AWM
341
AE Wealth Management
Kansas
$809K +$5.68K +28 +0.7%
BCM
342
Bayesian Capital Management
New York
$800K +$800K +3,945 New
AWP
343
Accretive Wealth Partners
New Jersey
$792K +$9.33K +46 +1%
FG
344
Fiduciary Group
Georgia
$791K – – –
NMIMC
345
Northwestern Mutual Investment Management Company
Wisconsin
$781K +$2.64K +13 +0.3%
PP
346
Prudential plc
United Kingdom
$779K -$161K -793 -17%
CAM
347
Cresset Asset Management
Illinois
$773K +$773K +3,809 New
CB
348
Community Bank
New York
$761K -$10.1K -50 -1%
WB
349
WesBanco Bank
West Virginia
$753K -$283K -1,396 -27%
BAMCO Inc
350
BAMCO Inc
New York
$751K – – –
12 13
14
15 16