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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 %
PG
351
Pendal Group
Australia
$645K +$172K +1,003 +36%
AWP
352
Accretive Wealth Partners
New Jersey
$635K +$857 +5 +0.1%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$633K -$97K -566 -13%
NFGCM
354
Norman Fields Gottscho Capital Management
New York
$617K -$85.7K -500 -12%
ECM
355
Exchange Capital Management
Michigan
$616K – – –
SAM
356
Sabadell Asset Management
Spain
$614K -$126K -698 -17%
UH
357
Unigestion Holding
Switzerland
$588K – – –
CIA
358
Capital Investment Advisors
Georgia
$586K -$4.46K -26 -0.8%
LWAC
359
Laurel Wealth Advisors (California)
California
$577K +$172K +1,003 +42%
FCI
360
Financial Counselors Inc
Kansas
$575K -$34.3K -200 -6%
TSWM
361
Triangle Securities Wealth Management
North Carolina
$571K +$23.2K +135 +4%
IMRF
362
Illinois Municipal Retirement Fund
Illinois
$566K – – –
ST
363
Spinnaker Trust
Maine
$566K – – –
AO
364
Advisor OS
Illinois
$564K -$105K -611 -16%
Wealthfront Advisers
365
Wealthfront Advisers
California
$532K +$117K +686 +28%
AG
366
AIA Group
Hong Kong
$523K +$63.3K +369 +14%
WB
367
WesBanco Bank
West Virginia
$517K -$395K -2,301 -43%
IIM
368
Intact Investment Management
Quebec, Canada
$515K – – –
BJL
369
Brighton Jones LLC
Washington
$505K -$1.54K -9 -0.3%
EF
370
Empirical Finance
Pennsylvania
$505K +$82.9K +484 +20%
AWM
371
Aberdeen Wealth Management
Illinois
$497K – – –
CAAS
372
Capital Asset Advisory Services
Michigan
$496K -$249K -1,451 -33%
VI
373
Vestcor Inc
New Brunswick, Canada
$494K +$7.03K +41 +1%
FTDI
374
First Trust Direct Indexing
Massachusetts
$487K +$24K +140 +5%
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$487K +$173K +1,007 +55%
13 14
15
16 17