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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 %
AWM
376
Aberdeen Wealth Management
Illinois
$588K – – –
VI
377
Vestcor Inc
New Brunswick, Canada
$586K -$3.25K -16 -0.6%
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$585K -$16K -79 -3%
BHC
379
Bowen Hanes & Co
Florida
$582K – – –
LS
380
Livforsakringsbolaget Skandia
Sweden
$575K – – –
ERIM
381
Eagle Ridge Investment Management
Connecticut
$574K – – –
LW
382
Linscomb Wealth
Texas
$572K -$49.7K -245 -8%
Simplex Trading
383
Simplex Trading
Illinois
$554K +$363K +1,790 +190%
AIMCA
384
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$548K +$548K +2,700 New
TMAM
385
Tokio Marine Asset Management
Japan
$545K +$65.9K +325 +14%
HCMT
386
Highland Capital Management (Tennessee)
Tennessee
$541K – – –
SAM
387
Silvercrest Asset Management
New York
$537K – – –
AIM
388
Athena Investment Management
California
$534K – – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$528K +$52.1K +257 +11%
AC
390
Annandale Capital
Texas
$511K +$406 +2 +0.1%
DAM
391
Doheny Asset Management
California
$507K – – –
JCM
392
Janney Capital Management
Pennsylvania
$505K +$5.48K +27 +1%
TSS
393
Two Sigma Securities
New York
$502K +$502K +2,477 New
IWA
394
Intercontinental Wealth Advisors
Texas
$483K -$16.4K -81 -3%
SS
395
Simplicity Solutions
Minnesota
$477K +$167K +824 +54%
BFG
396
Bleakley Financial Group
New Jersey
$476K +$15.2K +75 +3%
RC
397
Rovin Capital
Arizona
$471K -$46.2K -228 -9%
TRCT
398
Tower Research Capital (TRC)
New York
$470K -$170K -840 -27%
SLF
399
Sun Life Financial
Ontario, Canada
$470K -$42.5K -210 -8%
MAS
400
Meeder Advisory Services
Ohio
$464K -$109K -537 -19%
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