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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$614K -$2.14M -11,020 -78%
ST
352
Spinnaker Trust
Maine
$607K -$34K -175 -5%
LWAC
353
Laurel Wealth Advisors (California)
California
$598K -$57K -293 -9%
Cerity Partners
354
Cerity Partners
New York
$597K +$148K +758 +33%
LW
355
Linscomb Wealth
Texas
$596K +$94.9K +488 +19%
FCI
356
Financial Counselors Inc
Kansas
$592K -$59.6K -307 -9%
Impax Asset Management Group
357
Impax Asset Management Group
United Kingdom
$589K -$207K -1,067 -26%
HNB
358
Huntington National Bank
Ohio
$588K +$173K +892 +42%
PG
359
Pendal Group
Australia
$584K -$147K -754 -20%
GC
360
Guggenheim Capital
Illinois
$579K -$872K -4,485 -60%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$576K -$396K -2,036 -41%
BJL
362
Brighton Jones LLC
Washington
$571K -$2.14K -11 -0.4%
AG
363
AIA Group
Hong Kong
$570K -$22.9K -118 -4%
VI
364
Vestcor Inc
New Brunswick, Canada
$564K +$4.08K +21 +0.7%
AWM
365
Aberdeen Wealth Management
Illinois
$564K – – –
BHC
366
Bowen Hanes & Co
Florida
$557K -$383K -1,970 -41%
FTDI
367
First Trust Direct Indexing
Massachusetts
$555K +$2.72K +14 +0.5%
LS
368
Livforsakringsbolaget Skandia
Sweden
$551K – – –
ERIM
369
Eagle Ridge Investment Management
Connecticut
$550K – – –
MAS
370
Meeder Advisory Services
Ohio
$549K +$549K +2,826 New
V
371
Veritable
Delaware
$537K +$33.4K +172 +7%
TC
372
TownSquare Capital
Utah
$535K +$230K +1,182 +75%
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$522K +$583 +3 +0.1%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$518K – – –
SAM
375
Silvercrest Asset Management
New York
$514K – – –
13 14
15
16 17