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Equifax
EFX

Overview Fund Activity

621 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
211
Reduced
236
Closed
59
Calls
$73.4M
Puts
$85.1M
Net Calls
-$11.7M
Net Calls Change
-$5.32M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$355M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$161M
3
RG
Rathbones Group
United Kingdom
+$49.6M
4
JIM
Jensen Investment Management
Oregon
+$31.5M
5
MC
Maverick Capital
Texas
+$30.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$591M
2
SCP
Soroban Capital Partners
New York
-$79.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$38.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
426
One Capital Management
California
$325K – – –
BFA
427
Bragg Financial Advisors
North Carolina
$322K – – –
WTA
428
Washington Trust Advisors
Massachusetts
$322K – – –
CWM
429
CIBC World Markets
New York
$318K -$1.14M -6,683 -78%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$315K -$1.88K -11 -0.6%
Los Angeles Capital Management
431
Los Angeles Capital Management
California
$309K -$129K -752 -29%
SCM
432
Shapiro Capital Management
Georgia
$309K – – –
RRCM
433
Rappaport Reiches Capital Management
Illinois
$309K +$171 +1 +0.1%
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$303K -$5.99K -35 -2%
HPC
435
HM Payson & Co
Maine
$302K – – –
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$302K +$1.89K +11 +0.6%
SP
437
Symmetry Partners
Connecticut
$296K – – –
PTC
438
Private Trust Company
Ohio
$294K -$8.93K -52 -3%
II
439
Inspire Investing
Idaho
$293K +$2.23K +13 +0.8%
RWM
440
Ritholtz Wealth Management
New York
$291K +$291K +1,696 New
First Manhattan
441
First Manhattan
New York
$290K – – –
BCM
442
Bayesian Capital Management
New York
$286K +$286K +1,666 New
WJWM
443
Williams Jones Wealth Management
New York
$284K -$25.8K -150 -8%
IIC
444
Ironwood Investment Counsel
Arizona
$282K – – –
TTWM
445
TCV Trust & Wealth Management
Virginia
$277K – – –
5L
446
55I LLC
Massachusetts
$274K +$274K +1,595 New
TA
447
TrueWealth Advisors
Alabama
$271K – – –
MPPW
448
Mitchell & Pahl Private Wealth
Oklahoma
$271K +$26.7K +156 +11%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$269K -$12.9K -75 -5%
TC
450
TownSquare Capital
Utah
$269K +$269K +1,568 New
16 17
18
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