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Equifax
EFX

Overview Fund Activity

679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$266M
2
Capital International Investors
Capital International Investors
California
+$187M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
4
Marshall Wace
Marshall Wace
United Kingdom
+$129M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$480M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
GIM
Generation Investment Management
United Kingdom
-$79.9M
4
FCM
Farallon Capital Management
California
-$79.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
326
CX Institutional
Indiana
$1.07M +$31.5K +134 +3%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M +$10.4K +44 +1%
Citadel Advisors
328
Citadel Advisors
Florida
$1.04M -$883K -3,751 -46%
BJL
329
Brighton Jones LLC
Washington
$1.03M +$13.6K +58 +1%
AO
330
Advisor OS
Illinois
$1.03M +$12.2K +52 +1%
DCM
331
Donaldson Capital Management
Indiana
$1.01M -$68.7K -292 -6%
1WM
332
1900 Wealth Management
Texas
$1.01M – – –
IGAM
333
iA Global Asset Management
Quebec, Canada
$993K +$993K +4,222 New
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$989K -$283K -1,203 -22%
PAM
335
Panagora Asset Management
Massachusetts
$988K – – –
KAS
336
Kestra Advisory Services
Texas
$988K -$30.8K -131 -3%
VCM
337
Vetamer Capital Management
California
$975K -$865K -3,676 -47%
HWAM
338
Hennion & Walsh Asset Management
New Jersey
$970K +$193K +822 +25%
SC
339
Sonen Capital
California
$964K -$71.8K -305 -7%
AWP
340
Accretive Wealth Partners
New Jersey
$959K +$40.7K +173 +4%
ACM
341
Advisors Capital Management
New Jersey
$945K +$945K +4,017 New
AWM
342
AE Wealth Management
Kansas
$945K +$7.06K +30 +0.8%
NL
343
NWAM LLC
Washington
$944K +$1.88K +8 +0.2%
AQR Capital Management
344
AQR Capital Management
Connecticut
$937K +$937K +3,984 New
FG
345
Fiduciary Group
Georgia
$911K -$5.88K -25 -0.6%
NMIMC
346
Northwestern Mutual Investment Management Company
Wisconsin
$910K +$4.47K +19 +0.5%
IWC
347
Integrated Wealth Concepts
Massachusetts
$910K +$910K +3,867 New
UCFA
348
United Capital Financial Advisors
Texas
$908K +$517K +2,196 +132%
GC
349
Guggenheim Capital
Illinois
$899K -$250K -1,064 -22%
EF
350
Empirical Finance
Pennsylvania
$897K +$101K +431 +13%
12 13
14
15 16