EFX icon

Equifax
EFX

Overview Fund Activity

693 hedge funds and large institutions have $26.6B invested in Equifax in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 265 increasing their positions, 207 reducing their positions, and 81 closing their positions.

Holders
693
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
10.97%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
91
Increased
265
Reduced
207
Closed
81
Calls
$326M
Puts
$192M
Net Calls
+$135M
Net Calls Change
+$51.1M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.05B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.8B
3
Morgan Stanley
3
Morgan Stanley
New York
$386M
4
Harris Associates
4
Harris Associates
Illinois
$238M
5
PI
5
Putnam Investments
Massachusetts
$100M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$774M
2
MCM
2
Melvin Capital Management
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$761M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$120M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$473M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
376
Park Avenue Securities
New York
$868K 3,659 +563 +18%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$854K 3,601 +343 +11%
FCI
378
Financial Counselors Inc
Kansas
$843K 3,555 -18 -0.5%
LA
379
LVW Advisors
New York
$837K 3,529 -245 -6%
MFW
380
Meristem Family Wealth
Minnesota
$837K 3,529 -37 -1%
RJFSA
381
Raymond James Financial Services Advisors
Florida
$834K 3,516 +801 +30%
AO
382
Advisor OS
Illinois
$828K 3,494 +342 +11%
CCP
383
Corient Capital Partners
California
$819K 3,453 -129 -4%
BCM
384
Brookstone Capital Management
Illinois
$817K 3,745 +3,745 New
CIA
385
Capital Investment Advisors
Georgia
$814K 3,432 +43 +1%
CPIG
386
Chicago Partners Investment Group
Illinois
$797K 4,238 +107 +3%
SLF
387
Sun Life Financial
Ontario, Canada
$792K 3,350 -112 -3%
BAM
388
Barrett Asset Management
New York
$783K 3,306 – –
FG
389
Fiduciary Group
Georgia
$768K 4,008 – –
AG
390
AIA Group
Hong Kong
$760K 3,205 +1,752 +121%
BHCM
391
Boulder Hill Capital Management
New York
$759K 3,200 +3,200 New
QCM
392
Quantinno Capital Management
New York
$733K 3,092 +1,702 +122%
TSWM
393
Triangle Securities Wealth Management
North Carolina
$727K 3,065 +516 +20%
PRC
394
Pearl River Capital
Michigan
$723K 3,050 +1,654 +118%
EWA
395
EverSource Wealth Advisors
Alabama
$718K 3,028 +1,594 +111%
WI
396
Wedgewood Investors
Pennsylvania
$717K 3,025 – –
ECM
397
Exchange Capital Management
Michigan
$715K 3,017 +1,081 +56%
BCV
398
Banque Cantonale Vaudoise
Switzerland
$711K 3,000 – –
IIM
399
Intact Investment Management
Quebec, Canada
$711K 3,000 +3,000 New
BJL
400
Brighton Jones LLC
Washington
$691K 2,916 +408 +16%
14 15
16
17 18