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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
$1.74B
2
Capital International Investors
Capital International Investors
California
$1.44B
3
EIG
EdgePoint Investment Group
Ontario, Canada
$158M
4
Morgan Stanley
Morgan Stanley
New York
$1.02B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$233M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.25B
2
AC
AKO Capital
United Kingdom
$234M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
BAM
Burgundy Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
426
Virtu Financial
New York
$331K +$331K +1,705 New
WJWM
427
Williams Jones Wealth Management
New York
$321K -$194 -1 -0.1%
IIC
428
Ironwood Investment Counsel
Arizona
$321K – – –
QCG
429
Quadrant Capital Group
Ohio
$318K +$54.6K +281 +21%
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$315K -$28.3K -146 -8%
TTWM
431
TCV Trust & Wealth Management
Virginia
$311K -$3.69K -19 -1%
TCBWMS
432
Texas Capital Bank Wealth Management Services
Texas
$311K +$7.77K +40 +3%
PTC
433
Private Trust Company
Ohio
$310K -$23.1K -119 -7%
SB
434
Strategic Blueprint
Georgia
$308K +$308K +1,587 New
TA
435
TrueWealth Advisors
Alabama
$308K – – –
EI
436
Ellevest Inc
New York
$304K +$161K +827 +112%
EWA
437
EverSource Wealth Advisors
Alabama
$303K -$229K -1,178 -43%
BAMF
438
BI Asset Management Fondsmaeglerselskab
Denmark
$302K +$302K +1,556 New
AWM
439
Apollon Wealth Management
South Carolina
$298K +$298K +1,535 New
SS
440
Simplicity Solutions
Minnesota
$297K +$49.7K +256 +20%
MAM
441
Meeder Asset Management
Ohio
$295K -$245K -1,258 -45%
CI
442
Cigna Investments
Connecticut
$293K – – –
P
443
Pitcairn
Pennsylvania
$292K -$1.94K -10 -0.7%
WT
444
Washington Trust
Rhode Island
$292K – – –
WSFS
445
Wilmington Savings Fund Society
Delaware
$286K – – –
MOS
446
MGO One Seven
Ohio
$285K +$11.7K +60 +4%
BWP
447
BSW Wealth Partners
Colorado
$285K +$285K +1,467 New
SFG
448
SNS Financial Group
Minnesota
$285K +$194 +1 +0.1%
TI
449
Tidal Investments
Wisconsin
$282K +$5.64K +29 +2%
DC
450
Davenport & Co
Virginia
$281K -$211K -1,085 -43%
16 17
18
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