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Equifax
EFX

Overview Fund Activity

679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$266M
2
Capital International Investors
Capital International Investors
California
+$187M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
4
Marshall Wace
Marshall Wace
United Kingdom
+$129M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$480M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
3
GIM
Generation Investment Management
United Kingdom
-$79.9M
4
FCM
Farallon Capital Management
California
-$79.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
426
Washington Trust Advisors
Massachusetts
$442K – – –
1IA
427
1834 Investment Advisors
Wisconsin
$439K +$439K +1,865 New
DT
428
Diversified Trust
Tennessee
$435K +$4K +17 +0.9%
MC
429
Machina Capital
France
$432K +$432K +1,835 New
DC
430
Davenport & Co
Virginia
$429K +$43.3K +184 +11%
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$428K -$470 -2 -0.1%
SCM
432
Shapiro Capital Management
Georgia
$424K – – –
RRCM
433
Rappaport Reiches Capital Management
Illinois
$424K – – –
AWS
434
Atria Wealth Solutions
New York
$420K -$1.41K -6 -0.3%
Vontobel Holding
435
Vontobel Holding
Switzerland
$414K – – –
JPMPWA
436
J.P. Morgan Private Wealth Advisors
California
$413K -$1.07M -4,556 -72%
SP
437
Symmetry Partners
Connecticut
$406K – – –
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$406K – – –
HPC
439
HM Payson & Co
Maine
$404K – – –
AR
440
Apeiron RIA
Texas
$400K +$400K +1,700 New
II
441
Inspire Investing
Idaho
$393K -$43.3K -184 -10%
WJWM
442
Williams Jones Wealth Management
New York
$389K – – –
HI
443
Horizon Investments
North Carolina
$389K +$30.8K +131 +9%
IIC
444
Ironwood Investment Counsel
Arizona
$388K – – –
QCG
445
Quadrant Capital Group
Ohio
$388K -$4.24K -18 -1%
LNC
446
Lincoln National Corp
Pennsylvania
$380K -$7.53K -32 -2%
TTWM
447
TCV Trust & Wealth Management
Virginia
$376K – – –
FMAEN1
448
Fund Management at Engine No 1
California
$376K +$26.6K +113 +8%
EWA
449
EverSource Wealth Advisors
Alabama
$375K -$1.18K -5 -0.3%
MOS
450
MGO One Seven
Ohio
$373K -$2.12K -9 -0.6%
16 17
18
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