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Equifax
EFX

Overview Fund Activity

691 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+39
Holders Change %
+5.98%
% of All Funds
10.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
100
Increased
258
Reduced
198
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$800M
3
Invesco
Invesco
Georgia
$898M
4
MCM
Melvin Capital Management
New York
$441M
5
VanEck Associates
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
Citadel Advisors
Florida
$239K
5
Holocene Advisors
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
426
Pettee Investors
Connecticut
$577K – – –
MCM
427
Moore Capital Management
New York
$571K -$5.94M -20,269 -91%
ECM
428
Exchange Capital Management
Michigan
$567K +$28.1K +96 +5%
PA
429
Profund Advisors
Maryland
$557K +$47.1K +161 +9%
MFM
430
MD Financial Management
Ontario, Canada
$557K +$104K +356 +23%
OCM
431
One Capital Management
California
$556K +$556K +1,900 New
WTA
432
Washington Trust Advisors
Massachusetts
$550K +$550K +1,878 New
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$540K +$878 +3 +0.2%
CCMG
434
Clark Capital Management Group
Pennsylvania
$534K +$135K +461 +34%
SCM
435
Shapiro Capital Management
Georgia
$527K – – –
RRCM
436
Rappaport Reiches Capital Management
Illinois
$527K – – –
Cerity Partners
437
Cerity Partners
New York
$524K +$124K +425 +31%
IC
438
IEQ Capital
California
$519K – – –
E
439
Ergoteles
New York
$517K +$517K +1,765 New
Tudor Investment Corp
440
Tudor Investment Corp
Connecticut
$514K -$8.97M -30,645 -95%
BFA
441
Bragg Financial Advisors
North Carolina
$512K – – –
Federated Hermes
442
Federated Hermes
Pennsylvania
$510K +$186K +635 +57%
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$505K -$2.05K -7 -0.4%
SP
444
Symmetry Partners
Connecticut
$505K – – –
HPC
445
HM Payson & Co
Maine
$504K -$3.51K -12 -0.7%
WJWM
446
Williams Jones Wealth Management
New York
$504K – – –
TI
447
Tidal Investments
Wisconsin
$502K +$77.6K +265 +18%
WT
448
Whittier Trust
California
$488K +$133K +456 +38%
IIC
449
Ironwood Investment Counsel
Arizona
$483K – – –
CAM
450
Cresset Asset Management
Illinois
$479K +$70.8K +242 +17%
16 17
18
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