EFX icon

Equifax
EFX

Overview Fund Activity

691 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+39
Holders Change %
+5.98%
% of All Funds
10.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
100
Increased
258
Reduced
198
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$800M
3
Invesco
Invesco
Georgia
$898M
4
MCM
Melvin Capital Management
New York
$441M
5
VanEck Associates
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
Citadel Advisors
Florida
$239K
5
Holocene Advisors
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
476
Wilmington Savings Fund Society
Delaware
$405K – – –
TPM
477
Triasima Portfolio Management
Quebec, Canada
$403K +$114K +390 +40%
DDPIC
478
Deroy & Devereaux Private Investment Counsel
Michigan
$400K -$10.3K -35 -3%
RC
479
Roundview Capital
New Jersey
$400K – – –
II
480
Inspire Investing
Idaho
$397K -$2.64K -9 -0.7%
UCFA
481
United Capital Financial Advisors
Texas
$397K +$7.31K +25 +2%
BA
482
Bridgewater Advisors
New York
$396K -$23.7K -81 -6%
AA
483
ALPS Advisors
Colorado
$392K +$3.8K +13 +1%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$391K +$25.2K +86 +7%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$390K +$9.95K +34 +3%
TCBWMS
486
Texas Capital Bank Wealth Management Services
Texas
$389K +$2.93K +10 +0.8%
NHC
487
Nicholas Hoffman & Company
Georgia
$384K – – –
AAM
488
Aureus Asset Management
Massachusetts
$381K – – –
GT
489
Greenleaf Trust
Michigan
$373K +$17K +58 +5%
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$371K -$21.4K -73 -5%
SFI
491
Siemens Fonds Invest
Germany
$369K -$1.17K -4 -0.3%
QCG
492
Quadrant Capital Group
Ohio
$365K +$280K +958 +330%
Rafferty Asset Management
493
Rafferty Asset Management
New York
$362K -$142K -486 -28%
WDA
494
Wendell David Associates
New Hampshire
$351K – – –
AIM
495
Aigen Investment Management
New York
$350K +$350K +1,260 New
ECG
496
Edge Capital Group
Georgia
$348K – – –
CFS
497
Cannon Financial Strategists
Georgia
$341K – – –
CCIA
498
Cherry Creek Investment Advisors
Colorado
$334K +$293 +1 +0.1%
BNP Paribas Asset Management
499
BNP Paribas Asset Management
France
$334K +$33.4K +114 +11%
SPIA
500
Steward Partners Investment Advisory
New York
$333K – – –
18 19
20
21 22