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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
Aberdeen Wealth Management
Illinois
$688K – – –
AIM
402
Aigen Investment Management
New York
$687K +$388K +1,638 +130%
ERIM
403
Eagle Ridge Investment Management
Connecticut
$671K -$23.7K -100 -3%
FTDI
404
First Trust Direct Indexing
Massachusetts
$651K +$2.13K +9 +0.3%
BBVA
405
Banco Bilbao Vizcaya Argentaria
Spain
$634K -$88.5K -374 -12%
HCMT
406
Highland Capital Management (Tennessee)
Tennessee
$632K – – –
RIM
407
Redpoint Investment Management
Australia
$631K – – –
SAM
408
Silvercrest Asset Management
New York
$628K -$50.2K -212 -7%
AF
409
Allworth Financial
California
$620K +$8.06K +34 +1%
ECM
410
Everence Capital Management
Indiana
$612K – – –
RE
411
RBC Europe
United Kingdom
$609K -$3.55K -15 -0.6%
V
412
Veritable
Delaware
$608K -$4.27K -18 -0.7%
LW
413
Linscomb Wealth
Texas
$600K +$600K +2,531 New
DAM
414
Doheny Asset Management
California
$593K – – –
PP
415
Prudential plc
United Kingdom
$584K +$584K +2,465 New
IWA
416
Intercontinental Wealth Advisors
Texas
$581K +$4.98K +21 +0.9%
E
417
Ergoteles
New York
$580K +$161K +680 +39%
Nomura Holdings
418
Nomura Holdings
Japan
$571K +$571K +2,440 New
LWAC
419
Laurel Wealth Advisors (California)
California
$561K -$130K -546 -19%
JCM
420
Janney Capital Management
Pennsylvania
$561K -$8.54K -36 -2%
EF
421
Empirical Finance
Pennsylvania
$554K +$58.3K +246 +12%
DC
422
Davenport & Co
Virginia
$546K -$5.69K -24 -1%
AWM
423
Axxcess Wealth Management
California
$543K -$184K -774 -25%
KeyBank National Association
424
KeyBank National Association
Ohio
$540K +$4.26K +18 +0.8%
PTC
425
Private Trust Company
Ohio
$536K -$30.4K -128 -5%
15 16
17
18 19