EFX icon

Equifax
EFX

Overview Fund Activity

693 hedge funds and large institutions have $26.6B invested in Equifax in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 265 increasing their positions, 207 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
10.97%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
91
Increased
265
Reduced
207
Closed
81
Calls
$326M
Puts
$192M
Net Calls
+$135M
Net Calls Change
+$51.1M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.05B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.8B
3
Morgan Stanley
3
Morgan Stanley
New York
$386M
4
Harris Associates
4
Harris Associates
Illinois
$238M
5
PI
5
Putnam Investments
Massachusetts
$100M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$774M
2
MCM
2
Melvin Capital Management
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$761M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$120M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
451
Machina Capital
France
$439K +$273K +1,150 +164%
HWMA
452
Heritage Wealth Management (Arizona)
Arizona
$439K +$439K +1,852 New
PGFC
453
Peapack-Gladstone Financial Corp
New Jersey
$437K -$949 -4 -0.2%
PAG
454
Private Advisor Group
New Jersey
$434K +$53.6K +226 +14%
BRWA
455
B. Riley Wealth Advisors
Florida
$431K -$546K -2,303 -56%
SCM
456
Shapiro Capital Management
Georgia
$427K – – –
RRCM
457
Rappaport Reiches Capital Management
Illinois
$427K – – –
ECM
458
Element Capital Management
New York
$411K +$411K +1,733 New
BNP Paribas Asset Management
459
BNP Paribas Asset Management
France
$410K +$140K +590 +52%
SP
460
Symmetry Partners
Connecticut
$409K – – –
HPC
461
HM Payson & Co
Maine
$409K – – –
Cetera Investment Advisers
462
Cetera Investment Advisers
Illinois
$401K +$61.6K +260 +18%
First Manhattan
463
First Manhattan
New York
$401K +$237K +1,000 +144%
WT
464
Whittier Trust
California
$396K +$711 +3 +0.2%
IIC
465
Ironwood Investment Counsel
Arizona
$391K – – –
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$389K +$22.1K +93 +6%
WJWM
467
Williams Jones Wealth Management
New York
$384K -$23.7K -100 -6%
TTWM
468
TCV Trust & Wealth Management
Virginia
$384K – – –
TC
469
TwinBeech Capital
New York
$384K +$384K +1,620 New
AIP
470
Ameritas Investment Partners
Nebraska
$379K – – –
MAM
471
Meeder Asset Management
Ohio
$379K +$379K +1,599 New
TMAM
472
Tokio Marine Asset Management
Japan
$372K +$28.9K +122 +8%
KJHP
473
K.J. Harrison & Partners
Ontario, Canada
$370K +$370K +1,562 New
II
474
Inspire Investing
Idaho
$360K +$38.9K +164 +12%
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$360K +$360K +1,520 New
17 18
19
20 21