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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 %
BP
401
BBR Partners
New York
$398K +$777 +4 +0.2%
GAM
402
Gotham Asset Management
New York
$397K -$712K -3,665 -64%
WI
403
Wedgewood Investors
Pennsylvania
$394K – – –
NB
404
Nicolet Bankshares
Wisconsin
$393K – – –
MPPW
405
Mitchell & Pahl Private Wealth
Oklahoma
$391K +$84K +432 +27%
Group One Trading
406
Group One Trading
Illinois
$389K +$389K +2,002 New
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
$384K -$14.4K -74 -4%
BNP Paribas Asset Management
408
BNP Paribas Asset Management
France
$371K -$63.2K -325 -15%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$370K – – –
OCM
410
One Capital Management
California
$369K – – –
BFA
411
Bragg Financial Advisors
North Carolina
$365K – – –
WTA
412
Washington Trust Advisors
Massachusetts
$365K – – –
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$363K -$20.2K -104 -5%
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$354K -$3.11K -16 -0.9%
IG
415
ING Group
Netherlands
$353K +$353K +1,818 New
SCM
416
Shapiro Capital Management
Georgia
$350K – – –
AWS
417
Atria Wealth Solutions
New York
$346K -$403K -2,072 -54%
II
418
Inspire Investing
Idaho
$344K +$11.5K +59 +3%
IAIM
419
International Assets Investment Management
Florida
$337K +$337K +200,777 New
HPC
420
HM Payson & Co
Maine
$336K -$6.22K -32 -2%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$335K -$7K -36 -2%
SP
422
Symmetry Partners
Connecticut
$335K – – –
AIP
423
Ameritas Investment Partners
Nebraska
$335K – – –
Vontobel Holding
424
Vontobel Holding
Switzerland
$334K +$43.4K +228 +15%
OFG
425
Oxford Financial Group
Indiana
$333K +$49K +252 +17%
15 16
17
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