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Equifax
EFX

Overview Fund Activity

663 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$563M
2
BlackRock
BlackRock
New York
+$153M
3
VAM
Veritas Asset Management
United Kingdom
+$121M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$83.6M
5
CVA
Ceredex Value Advisors
Florida
+$73.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$338M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$330M
4
FCM
Farallon Capital Management
California
-$249M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
376
United Capital Financial Advisors
Texas
$590K -$116K -635 -16%
PAS
377
Park Avenue Securities
New York
$585K +$585K +3,196 New
CW
378
Connectus Wealth
Ohio
$585K +$550 +3 +0.1%
GC
379
Gratus Capital
Georgia
$582K -$11K -60 -2%
ST
380
Spinnaker Trust
Maine
$572K – – –
LA
381
LVW Advisors
New York
$572K -$53.1K -290 -8%
BS
382
Bessemer Securities
New York
$569K -$967K -5,273 -63%
HNB
383
Huntington National Bank
Ohio
$567K -$2.02K -11 -0.4%
CIA
384
Capital Investment Advisors
Georgia
$565K -$39.2K -214 -6%
NECFA
385
New England Capital Financial Advisors
Connecticut
$556K – – –
O
386
Ossiam
France
$554K +$554K +3,023 New
FTDI
387
First Trust Direct Indexing
Massachusetts
$543K -$4.03K -22 -0.7%
XT
388
XTX Topco
Cayman Islands
$534K -$15.2K -83 -3%
AWM
389
Aberdeen Wealth Management
Illinois
$531K – – –
RJFSA
390
Raymond James Financial Services Advisors
Florida
$530K -$71.4K -390 -12%
Impax Asset Management Group
391
Impax Asset Management Group
United Kingdom
$529K +$47.1K +257 +10%
GCP
392
GSA Capital Partners
United Kingdom
$525K +$339K +1,853 +183%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$524K -$529K -2,888 -50%
BHC
394
Bowen Hanes & Co
Florida
$523K – – –
Simplex Trading
395
Simplex Trading
Illinois
$522K +$522K +2,855 New
FCI
396
Financial Counselors Inc
Kansas
$522K -$18.3K -100 -3%
ERIM
397
Eagle Ridge Investment Management
Connecticut
$518K – – –
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$517K +$112K +611 +28%
GCM
399
Graham Capital Management
Connecticut
$514K +$514K +2,807 New
AIMCA
400
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$495K – – –
14 15
16
17 18