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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 %
BAMCO Inc
351
BAMCO Inc
New York
$894K +$23.5K +100 +3%
CB
352
Community Bank
New York
$882K – – –
TC
353
TownSquare Capital
Utah
$879K +$84.5K +359 +11%
AssetMark Inc
354
AssetMark Inc
California
$868K +$113K +479 +15%
WB
355
WesBanco Bank
West Virginia
$865K -$8.24K -35 -0.9%
CPIG
356
Chicago Partners Investment Group
Illinois
$851K -$11.5K -57 -1%
GIA
357
Guyasuta Investment Advisors
Pennsylvania
$847K – – –
NFGCM
358
Norman Fields Gottscho Capital Management
New York
$847K – – –
QCM
359
Quantinno Capital Management
New York
$827K -$30.1K -128 -4%
FA
360
FDx Advisors
Illinois
$822K -$416K -1,770 -34%
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$813K +$21.2K +90 +3%
LA
362
LVW Advisors
New York
$803K -$4.24K -18 -0.5%
CIA
363
Capital Investment Advisors
Georgia
$776K -$6.82K -29 -0.9%
RJFSA
364
Raymond James Financial Services Advisors
Florida
$773K -$341K -1,449 -31%
OAM
365
Ostrum Asset Management
France
$768K +$941 +4 +0.1%
TRCT
366
Tower Research Capital (TRC)
New York
$767K +$222K +942 +41%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$763K +$150K +638 +25%
GC
368
Gratus Capital
Georgia
$761K -$328K -1,396 -30%
BPA
369
Beacon Pointe Advisors
California
$754K -$7.3K -31 -1%
CW
370
Connectus Wealth
Ohio
$750K -$207K -879 -22%
TSWM
371
Triangle Securities Wealth Management
North Carolina
$748K -$3.53K -15 -0.5%
LW
372
Linscomb Wealth
Texas
$748K +$84.2K +358 +13%
ST
373
Spinnaker Trust
Maine
$735K – – –
HNB
374
Huntington National Bank
Ohio
$731K +$11.1K +47 +2%
NECFA
375
New England Capital Financial Advisors
Connecticut
$714K – – –
13 14
15
16 17