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Equifax
EFX

Overview Fund Activity

691 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+39
Holders Change %
+5.98%
% of All Funds
10.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
100
Increased
258
Reduced
198
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$800M
3
Invesco
Invesco
Georgia
$898M
4
MCM
Melvin Capital Management
New York
$441M
5
VanEck Associates
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
Citadel Advisors
Florida
$239K
5
Holocene Advisors
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
451
TCV Trust & Wealth Management
Virginia
$474K +$5.56K +19 +1%
PAG
452
Private Advisor Group
New Jersey
$470K -$304K -1,039 -39%
AIP
453
Ameritas Investment Partners
Nebraska
$468K -$18.7K -64 -4%
P
454
Pitcairn
Pennsylvania
$468K -$4.97K -17 -1%
SS
455
Simplicity Solutions
Minnesota
$466K +$466K +1,590 New
TA
456
TrueWealth Advisors
Alabama
$463K – – –
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$453K +$77.6K +265 +21%
CIBC World Market
458
CIBC World Market
Ontario, Canada
$444K -$97.5K -333 -18%
VI
459
Vestcor Inc
New Brunswick, Canada
$440K -$84.5K -289 -16%
WT
460
Washington Trust
Rhode Island
$439K -$550K -1,878 -56%
OFG
461
Oxford Financial Group
Indiana
$428K – – –
SFG
462
SNS Financial Group
Minnesota
$425K – – –
AG
463
AIA Group
Hong Kong
$425K +$425K +1,453 New
MYAM
464
Meiji Yasuda Asset Management
Japan
$424K +$46.8K +160 +12%
MWM
465
Modera Wealth Management
New Jersey
$424K +$424K +1,448 New
TMAM
466
Tokio Marine Asset Management
Japan
$423K +$33.6K +115 +9%
DCM
467
Dupont Capital Management
Delaware
$422K +$71.5K +244 +20%
Cetera Investment Advisers
468
Cetera Investment Advisers
Illinois
$420K -$13.8K -47 -3%
EWA
469
EverSource Wealth Advisors
Alabama
$420K +$420K +1,434 New
MCM
470
MAI Capital Management
Ohio
$414K +$2.63K +9 +0.6%
Verition Fund Management
471
Verition Fund Management
Connecticut
$413K +$413K +1,411 New
DWA
472
Douglass Winthrop Advisors
New York
$410K – – –
PRC
473
Pearl River Capital
Michigan
$409K -$1.3M -4,430 -76%
IAA
474
Independent Advisor Alliance
North Carolina
$409K +$139K +474 +51%
QCM
475
Quantinno Capital Management
New York
$407K -$31.3K -107 -7%
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