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Equifax
EFX

Overview Fund Activity

663 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.5B
2
BlackRock
BlackRock
New York
$1.82B
3
VAM
Veritas Asset Management
United Kingdom
$328M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.31B
5
CVA
Ceredex Value Advisors
Florida
$101M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$30.5M
4
FCM
Farallon Capital Management
California
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
451
Quadrant Capital Group
Ohio
$329K +$27.7K +151 +9%
AWS
452
Atria Wealth Solutions
New York
$328K +$1.47K +8 +0.4%
JPMPWA
453
J.P. Morgan Private Wealth Advisors
California
$328K +$6.96K +38 +2%
Assenagon Asset Management
454
Assenagon Asset Management
Luxembourg
$327K -$1.14M -6,214 -78%
RRCM
455
Rappaport Reiches Capital Management
Illinois
$326K -$3.48K -19 -1%
Vontobel Holding
456
Vontobel Holding
Switzerland
$322K – – –
FMAEN1
457
Fund Management at Engine No 1
California
$321K +$28.9K +158 +10%
WSTAM
458
Wilbanks Smith & Thomas Asset Management
Virginia
$318K +$2.38K +13 +0.8%
AFG
459
Atomi Financial Group
New York
$316K +$97.3K +531 +44%
GS
460
GTS Securities
New York
$315K +$315K +1,722 New
HPC
461
HM Payson & Co
Maine
$314K – – –
HI
462
Horizon Investments
North Carolina
$307K +$4.21K +23 +1%
WJWM
463
Williams Jones Wealth Management
New York
$303K – – –
BCV
464
Banque Cantonale Vaudoise
Switzerland
$300K -$48.2K -263 -14%
TTWM
465
TCV Trust & Wealth Management
Virginia
$293K – – –
SB
466
Strategic Blueprint
Georgia
$290K – – –
TA
467
TrueWealth Advisors
Alabama
$284K -$550 -3 -0.2%
IIC
468
Ironwood Investment Counsel
Arizona
$282K – – –
VA
469
Vident Advisory
Georgia
$282K +$282K +1,537 New
PTC
470
Private Trust Company
Ohio
$281K -$2.57K -14 -0.9%
MAS
471
Meeder Advisory Services
Ohio
$279K -$111K -607 -28%
EWA
472
EverSource Wealth Advisors
Alabama
$278K -$13.4K -73 -5%
P
473
Pitcairn
Pennsylvania
$276K +$8.06K +44 +3%
WT
474
Washington Trust
Rhode Island
$275K – – –
VWMG
475
Virginia Wealth Management Group
Virginia
$275K +$275K +1,500 New
17 18
19
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