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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 %
UCFA
451
United Capital Financial Advisors
Texas
$280K +$17.1K +88 +7%
CGL
452
Clarius Group LLC
Washington
$277K +$12K +62 +5%
CG
453
Caprock Group
Idaho
$277K -$145K -748 -34%
PI
454
Pettee Investors
Connecticut
$275K – – –
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$274K -$31.3K -161 -10%
NP
456
NorthRock Partners
Minnesota
$272K +$272K +1,401 New
PNC
457
Park National Corp
Ohio
$272K – – –
DWA
458
Douglass Winthrop Advisors
New York
$272K – – –
CAAS
459
Capital Asset Advisory Services
Michigan
$272K -$347K -1,622 -56%
HI
460
Horizon Investments
North Carolina
$271K +$31.7K +163 +13%
ZCA
461
Zeke Capital Advisors
Pennsylvania
$270K +$583 +3 +0.2%
Pacer Advisors
462
Pacer Advisors
Pennsylvania
$266K -$220K -1,131 -45%
DDPIC
463
Deroy & Devereaux Private Investment Counsel
Michigan
$265K – – –
AWM
464
Axxcess Wealth Management
California
$264K +$33.2K +171 +14%
JIC
465
Johnson Investment Counsel
Ohio
$264K +$264K +1,356 New
Los Angeles Capital Management
466
Los Angeles Capital Management
California
$263K -$87.7K -451 -25%
FMAEN1
467
Fund Management at Engine No 1
California
$262K +$33.2K +171 +15%
OPS
468
Orion Portfolio Solutions
Nebraska
$262K +$262K +1,347 New
GT
469
Greenleaf Trust
Michigan
$258K -$26.8K -138 -9%
AAM
470
Aureus Asset Management
Massachusetts
$253K – – –
CCM
471
Coldstream Capital Management
Washington
$250K +$250K +1,287 New
PA
472
Profund Advisors
Maryland
$247K +$247K +1,273 New
MNBTD
473
Moody National Bank Trust Division
Texas
$247K – – –
JFG
474
Jefferies Financial Group
New York
$243K +$243K +1,249 New
WA
475
Wealth Alliance
New York
$242K +$13K +67 +6%
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