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Equifax
EFX

Overview Fund Activity

621 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
211
Reduced
236
Closed
59
Calls
$73.4M
Puts
$85.1M
Net Calls
-$11.7M
Net Calls Change
-$5.32M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$355M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$161M
3
RG
Rathbones Group
United Kingdom
+$49.6M
4
JIM
Jensen Investment Management
Oregon
+$31.5M
5
MC
Maverick Capital
Texas
+$30.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$591M
2
SCP
Soroban Capital Partners
New York
-$79.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$38.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
476
Jump Financial
Illinois
$223K -$5.05M -29,384 -96%
AAM
477
Aureus Asset Management
Massachusetts
$223K – – –
MYAM
478
Meiji Yasuda Asset Management
Japan
$221K -$31.4K -183 -12%
MNBTD
479
Moody National Bank Trust Division
Texas
$218K – – –
SS
480
Simplicity Solutions
Minnesota
$218K +$22.8K +133 +12%
SFI
481
Siemens Fonds Invest
Germany
$217K – – –
WFA
482
Wipfli Financial Advisors
Wisconsin
$216K +$216K +1,261 New
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$215K -$34.5K -201 -14%
DT
484
Diversified Trust
Tennessee
$212K +$212K +1,235 New
Man Group
485
Man Group
United Kingdom
$212K +$212K +1,237 New
HI
486
Horizon Investments
North Carolina
$211K +$20.9K +122 +11%
ECG
487
Edge Capital Group
Georgia
$207K -$4.45K -26 -2%
WDA
488
Wendell David Associates
New Hampshire
$206K – – –
AWM
489
Axxcess Wealth Management
California
$204K +$204K +1,190 New
CFS
490
Cannon Financial Strategists
Georgia
$203K – – –
FMAEN1
491
Fund Management at Engine No 1
California
$202K -$9.77K -57 -5%
WA
492
Wealth Alliance
New York
$202K +$202K +1,180 New
SPIA
493
Steward Partners Investment Advisory
New York
$195K -$1.89K -11 -1%
EWM
494
Endurance Wealth Management
Rhode Island
$178K – – –
SIC
495
Salem Investment Counselors
North Carolina
$169K – – –
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$168K -$29K -170 -15%
SIM
497
Sentry Investment Management
Wisconsin
$139K – – –
EI
498
Ellevest Inc
New York
$127K -$25.6K -149 -17%
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$119K +$61.5K +360 +107%
WT
500
Whittier Trust
California
$115K -$171K -1,000 -60%
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