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Equifax

636 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, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$172M -$8.68M -47,488 -5%
EIG
27
EdgePoint Investment Group
Ontario, Canada
$158M +$148M +810,358 New
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$152M -$423K -2,315 -0.3%
Macquarie Group
29
Macquarie Group
Australia
$152M +$29.4M +161,042 +26%
PAMS
30
Pictet Asset Management (Switzerland)
Switzerland
$149M +$25M +137,067 +22%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$149M -$5.98M -32,745 -4%
Legal & General Group
32
Legal & General Group
United Kingdom
$145M -$7.27M -39,793 -5%
Franklin Resources
33
Franklin Resources
California
$143M +$15.6M +85,385 +13%
Charles Schwab
34
Charles Schwab
California
$120M +$3.02M +16,503 +3%
BAM
35
Burgundy Asset Management
Ontario, Canada
$112M -$68.6M -375,471 -40%
Bank of America
36
Bank of America
North Carolina
$109M -$8.9M -48,705 -8%
CS
37
Credit Suisse
Switzerland
$108M -$147K -807 -0.1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$96.7M -$5.97M -32,675 -6%
Fundsmith LLP
39
Fundsmith LLP
United Kingdom
$96.3M -$100K -549 -0.1%
Wells Fargo
40
Wells Fargo
California
$93.8M -$3.7M -20,235 -4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$93.5M -$6.18M -33,792 -7%
Aviva
42
Aviva
United Kingdom
$93.1M +$7.67M +41,962 +10%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$80.4M -$7.16M -39,201 -9%
UBS AM
44
UBS AM
Illinois
$67.6M -$236K -1,294 -0.4%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$65.7M +$9.79M +53,596 +19%
Goldman Sachs
46
Goldman Sachs
New York
$65.2M +$14M +76,716 +30%
DCP
47
Durable Capital Partners
Maryland
$64.5M +$60.6M +331,615 New
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$60.5M -$4.75M -25,996 -8%
GIC
49
GFI Investment Counsel
Ontario, Canada
$57.7M -$287K -1,568 -0.5%
Coatue Management
50
Coatue Management
New York
$57.4M