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Equifax
EFX

Overview Fund Activity

658 hedge funds and large institutions have $24.5B invested in Equifax in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+26
Holders Change %
+4.11%
% of All Funds
10.53%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
73
Increased
220
Reduced
211
Closed
37
Calls
$83.8M
Puts
$115M
Net Calls
-$31.4M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$116M
3
IIP
Intermede Investment Partners
United Kingdom
+$106M
4
BlackRock
BlackRock
New York
+$67.2M
5
Macquarie Group
Macquarie Group
Australia
+$66.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$412M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$338M
3
GIM
Generation Investment Management
United Kingdom
-$125M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$90.4M
5
AC
AKO Capital
United Kingdom
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
426
Washington Trust Advisors
Massachusetts
$381K – – –
PFO
427
Pathstone Family Office
New Jersey
$379K -$397K -1,882 -51%
II
428
Inspire Investing
Idaho
$376K +$17.2K +85 +5%
DT
429
Diversified Trust
Tennessee
$372K +$120K +593 +48%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$370K – – –
IG
431
ING Group
Netherlands
$368K -$406 -2 -0.1%
RRCM
432
Rappaport Reiches Capital Management
Illinois
$365K -$101K -500 -22%
SCM
433
Shapiro Capital Management
Georgia
$365K – – –
AWS
434
Atria Wealth Solutions
New York
$363K +$1.83K +9 +0.5%
Assenagon Asset Management
435
Assenagon Asset Management
Luxembourg
$362K -$38.9K -192 -10%
Vontobel Holding
436
Vontobel Holding
Switzerland
$357K – – –
SP
437
Symmetry Partners
Connecticut
$350K – – –
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$350K – – –
HPC
439
HM Payson & Co
Maine
$348K -$2.23K -11 -0.6%
OFG
440
Oxford Financial Group
Indiana
$348K – – –
QCG
441
Quadrant Capital Group
Ohio
$338K +$6.09K +30 +2%
UCFA
442
United Capital Financial Advisors
Texas
$337K +$45K +222 +15%
WJWM
443
Williams Jones Wealth Management
New York
$335K – – –
IIC
444
Ironwood Investment Counsel
Arizona
$335K – – –
LNC
445
Lincoln National Corp
Pennsylvania
$334K +$334K +1,645 New
DC
446
Davenport & Co
Virginia
$333K +$39.8K +196 +14%
TTWM
447
TCV Trust & Wealth Management
Virginia
$325K – – –
EWA
448
EverSource Wealth Advisors
Alabama
$324K +$8.11K +40 +3%
MOS
449
MGO One Seven
Ohio
$324K +$26K +128 +9%
SB
450
Strategic Blueprint
Georgia
$321K -$406 -2 -0.1%
16 17
18
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