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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 %
SEC
351
Seven Eight Capital
New York
$744K +$744K +3,668 New
QCM
352
Quantinno Capital Management
New York
$739K -$523K -2,580 -41%
GIA
353
Guyasuta Investment Advisors
Pennsylvania
$730K – – –
NFGCM
354
Norman Fields Gottscho Capital Management
New York
$730K – – –
LA
355
LVW Advisors
New York
$696K -$17.6K -87 -2%
EF
356
Empirical Finance
Pennsylvania
$686K +$32.5K +160 +5%
TC
357
TownSquare Capital
Utah
$685K +$127K +626 +23%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$683K +$138K +679 +25%
CIA
359
Capital Investment Advisors
Georgia
$675K -$3.25K -16 -0.5%
IMRF
360
Illinois Municipal Retirement Fund
Illinois
$670K – – –
HWAM
361
Hennion & Walsh Asset Management
New Jersey
$670K +$11.8K +58 +2%
OAM
362
Ostrum Asset Management
France
$661K +$661K +3,258 New
BPA
363
Beacon Pointe Advisors
California
$656K -$473K -2,331 -42%
AssetMark Inc
364
AssetMark Inc
California
$651K -$1.26M -6,235 -66%
FTDI
365
First Trust Direct Indexing
Massachusetts
$650K +$70.8K +349 +12%
TSWM
366
Triangle Securities Wealth Management
North Carolina
$648K -$17.2K -85 -3%
Verition Fund Management
367
Verition Fund Management
Connecticut
$636K +$636K +3,136 New
ST
368
Spinnaker Trust
Maine
$634K – – –
HNB
369
Huntington National Bank
Ohio
$620K +$6.49K +32 +1%
NECFA
370
New England Capital Financial Advisors
Connecticut
$615K – – –
PL
371
Perpetual Ltd
Australia
$603K +$603K +2,975 New
FCI
372
Financial Counselors Inc
Kansas
$601K -$17.2K -85 -3%
AG
373
AIA Group
Hong Kong
$595K – – –
Impax Asset Management Group
374
Impax Asset Management Group
United Kingdom
$591K -$23.5K -116 -4%
V
375
Veritable
Delaware
$590K +$29.6K +146 +5%
13 14
15
16 17