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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 %
TA
451
TrueWealth Advisors
Alabama
$321K – – –
PTC
452
Private Trust Company
Ohio
$318K -$4.87K -24 -2%
TI
453
Tidal Investments
Wisconsin
$315K +$20.9K +103 +7%
TCBWMS
454
Texas Capital Bank Wealth Management Services
Texas
$314K -$10.1K -50 -3%
HI
455
Horizon Investments
North Carolina
$309K +$26.4K +130 +9%
BWP
456
BSW Wealth Partners
Colorado
$308K +$10.3K +51 +3%
Balyasny Asset Management
457
Balyasny Asset Management
Illinois
$306K +$306K +1,510 New
AIP
458
Ameritas Investment Partners
Nebraska
$305K – – –
P
459
Pitcairn
Pennsylvania
$304K -$203 -1 -0.1%
WT
460
Washington Trust
Rhode Island
$304K – – –
FMAEN1
461
Fund Management at Engine No 1
California
$301K +$27.4K +135 +10%
SFG
462
SNS Financial Group
Minnesota
$300K +$2.23K +11 +0.8%
CI
463
Cigna Investments
Connecticut
$298K -$7.29K -36 -2%
ESCM
464
Echo Street Capital Management
New York
$296K +$296K +1,458 New
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$293K +$6.9K +34 +2%
GT
466
Greenleaf Trust
Michigan
$290K +$20.3K +100 +8%
PI
467
Pettee Investors
Connecticut
$287K – – –
CGL
468
Clarius Group LLC
Washington
$285K -$3.85K -19 -1%
WSFS
469
Wilmington Savings Fund Society
Delaware
$284K -$15.2K -75 -5%
DWA
470
Douglass Winthrop Advisors
New York
$284K – – –
DDPIC
471
Deroy & Devereaux Private Investment Counsel
Michigan
$277K – – –
AWM
472
Axxcess Wealth Management
California
$276K – – –
NP
473
NorthRock Partners
Minnesota
$274K -$10.3K -51 -4%
BRWA
474
B. Riley Wealth Advisors
Florida
$272K -$203K -1,001 -43%
PA
475
Profund Advisors
Maryland
$271K +$12.4K +61 +5%
17 18
19
20 21