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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 %
Cerity Partners
426
Cerity Partners
New York
$532K +$227K +1,337 +75%
BP
427
BBR Partners
New York
$531K +$531K +2,240 New
AA
428
ALPS Advisors
Colorado
$520K +$202K +852 +64%
MCM
429
Manchester Capital Management
Vermont
$510K – – –
CI
430
Cigna Investments
Connecticut
$506K -$152K -641 -23%
HNB
431
Huntington National Bank
Ohio
$504K -$11.9K -50 -2%
RC
432
Rovin Capital
Arizona
$500K +$242K +1,020 +94%
SMH
433
Sanders Morris Harris
Texas
$498K – – –
PGH
434
Partners Group Holding
Switzerland
$492K – – –
AA
435
Ancora Advisors
Ohio
$492K – – –
NIMI
436
Natixis Investment Managers International
France
$483K +$483K +2,040 New
NB
437
Nicolet Bankshares
Wisconsin
$482K -$11.9K -50 -2%
IA
438
IndexIQ Advisors
New York
$482K -$1.66K -7 -0.3%
HBT
439
Heartland Bank & Trust
Illinois
$472K -$89.9K -379 -16%
BFA
440
Bragg Financial Advisors
North Carolina
$469K -$9.48K -40 -2%
PI
441
Pettee Investors
Connecticut
$467K – – –
APP
442
Alpha Paradigm Partners
Illinois
$467K +$373K +1,572 +395%
TA
443
TrueWealth Advisors
Alabama
$463K – – –
IRF
444
IBM Retirement Fund
New York
$458K -$20.4K -86 -4%
VI
445
Vestcor Inc
New Brunswick, Canada
$458K +$101K +426 +28%
MGP
446
Metis Global Partners
California
$458K +$206K +867 +81%
Vontobel Holding
447
Vontobel Holding
Switzerland
$454K -$105K -439 -19%
TI
448
Tidal Investments
Wisconsin
$453K +$46K +194 +11%
OCM
449
One Capital Management
California
$450K – – –
WTA
450
Washington Trust Advisors
Massachusetts
$445K – – –
16 17
18
19 20