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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 %
XT
376
XTX Topco
Cayman Islands
$706K -$316K -1,341 -31%
FTDI
377
First Trust Direct Indexing
Massachusetts
$702K -$51.1K -217 -7%
FCI
378
Financial Counselors Inc
Kansas
$694K -$3.53K -15 -0.5%
AWM
379
Aberdeen Wealth Management
Illinois
$682K – – –
VI
380
Vestcor Inc
New Brunswick, Canada
$679K – – –
BHC
381
Bowen Hanes & Co
Florida
$672K -$3.29K -14 -0.5%
V
382
Veritable
Delaware
$670K -$14.1K -60 -2%
ERIM
383
Eagle Ridge Investment Management
Connecticut
$665K – – –
TMAM
384
Tokio Marine Asset Management
Japan
$660K +$27.3K +116 +4%
BAMF
385
BI Asset Management Fondsmaeglerselskab
Denmark
$650K +$148K +630 +30%
AIMCA
386
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$635K – – –
NRD
387
Nebula Research & Development
New York
$628K +$628K +2,671 New
HCMT
388
Highland Capital Management (Tennessee)
Tennessee
$627K – – –
SAM
389
Silvercrest Asset Management
New York
$624K +$1.18K +5 +0.2%
PL
390
Perpetual Ltd
Australia
$621K -$79.1K -336 -11%
AIM
391
Athena Investment Management
California
$620K – – –
Impax Asset Management Group
392
Impax Asset Management Group
United Kingdom
$619K -$66.6K -283 -10%
Canada Pension Plan Investment Board
393
Canada Pension Plan Investment Board
Ontario, Canada
$612K -$518K -2,200 -46%
SPA
394
Sherbrooke Park Advisers
New York
$612K +$612K +2,600 New
PFO
395
Pathstone Family Office
New Jersey
$609K +$92.5K +322 +18%
LS
396
Livforsakringsbolaget Skandia
Sweden
$596K -$70.6K -300 -11%
AC
397
Annandale Capital
Texas
$592K – – –
PP
398
PDT Partners
New York
$589K -$1.2M -5,097 -67%
DAM
399
Doheny Asset Management
California
$588K – – –
CWP
400
Cyndeo Wealth Partners
Florida
$582K +$582K +2,472 New
14 15
16
17 18