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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 %
AIM
376
Athena Investment Management
California
$512K – – –
First Manhattan
377
First Manhattan
New York
$505K +$176K +903 +53%
KJHP
378
K.J. Harrison & Partners
Ontario, Canada
$504K – – –
RC
379
Rovin Capital
Arizona
$496K -$3.69K -19 -0.7%
SLF
380
Sun Life Financial
Ontario, Canada
$495K -$46.3K -237 -9%
AC
381
Annandale Capital
Texas
$489K +$489K +2,515 New
DAM
382
Doheny Asset Management
California
$486K – – –
IWA
383
Intercontinental Wealth Advisors
Texas
$478K -$1.17K -6 -0.2%
JCM
384
Janney Capital Management
Pennsylvania
$478K +$17.5K +90 +4%
MIS
385
Morningstar Investment Services
Illinois
$470K +$814 +4 +0.2%
TMAM
386
Tokio Marine Asset Management
Japan
$459K +$62.6K +322 +16%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$456K +$212K +1,092 +87%
BRWA
388
B. Riley Wealth Advisors
Florida
$456K +$55.2K +284 +14%
RRCM
389
Rappaport Reiches Capital Management
Illinois
$447K +$97K +499 +28%
AF
390
Allworth Financial
California
$445K -$11.5K -59 -3%
BFG
391
Bleakley Financial Group
New Jersey
$442K +$442K +2,272 New
CCS
392
Concentric Capital Strategies
Connecticut
$436K +$436K +2,244 New
BAM
393
Blueshift Asset Management
New Jersey
$431K +$431K +2,217 New
WPC
394
Wedmont Private Capital
Pennsylvania
$429K +$429K +2,098 New
AA
395
Ancora Advisors
Ohio
$426K +$23.3K +120 +6%
MCM
396
Manchester Capital Management
Vermont
$418K – – –
RC
397
Roundview Capital
New Jersey
$415K -$15.5K -80 -4%
NIMI
398
Natixis Investment Managers International
France
$410K +$123K +635 +43%
KeyBank National Association
399
KeyBank National Association
Ohio
$409K +$19.6K +101 +5%
SDIC
400
South Dakota Investment Council
South Dakota
$405K – – –
14 15
16
17 18