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Equifax
EFX

Overview Fund Activity

632 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, 215 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
88
Increased
215
Reduced
212
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.74B
2
Capital International Investors
Capital International Investors
California
$1.44B
3
EIG
EdgePoint Investment Group
Ontario, Canada
$158M
4
Morgan Stanley
Morgan Stanley
New York
$1.02B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$233M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.25B
2
AC
AKO Capital
United Kingdom
$234M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
BAM
Burgundy Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
476
Diversified Trust
Tennessee
$241K +$972 +5 +0.4%
ECG
477
Edge Capital Group
Georgia
$235K -$583 -3 -0.2%
WDA
478
Wendell David Associates
New Hampshire
$233K – – –
SPIA
479
Steward Partners Investment Advisory
New York
$231K +$9.72K +50 +4%
CIBC World Market
480
CIBC World Market
Ontario, Canada
$229K +$229K +1,177 New
CCA
481
Checchi Capital Advisers
California
$227K -$26.6K -137 -10%
CFS
482
Cannon Financial Strategists
Georgia
$227K -$4.08K -21 -2%
NHC
483
Nicholas Hoffman & Company
Georgia
$226K +$226K +1,164 New
BWA
484
Burt Wealth Advisors
Maryland
$225K +$225K +1,156 New
CCIA
485
Cherry Creek Investment Advisors
Colorado
$223K +$223K +1,149 New
AT
486
American Trust
Kentucky
$216K +$216K +1,113 New
ST
487
Sabal Trust
Florida
$216K +$216K +1,112 New
P
488
&Partners
Tennessee
$214K +$214K +1,100 New
MWM
489
Meridian Wealth Management
Kentucky
$209K +$209K +1,076 New
APW
490
Austin Private Wealth
Texas
$208K +$208K +1,070 New
GWM
491
GSB Wealth Management
Connecticut
$208K +$208K +1,069 New
BB
492
Busey Bank
Illinois
$206K +$206K +1,058 New
EHC
493
Everett Harris & Co
California
$204K +$204K +1,048 New
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$202K +$11.1K +57 +6%
EWM
495
Endurance Wealth Management
Rhode Island
$202K – – –
BF
496
BOK Financial
Oklahoma
$202K +$202K +1,038 New
DILIC
497
Dai-ichi Life Insurance Company
Japan
$201K -$1.55M -8,000 -89%
SFI
498
Siemens Fonds Invest
Germany
$200K -$45.7K -235 -19%
SIC
499
Salem Investment Counselors
North Carolina
$192K – – –
CI Investments Inc
500
CI Investments Inc
Ontario, Canada
$184K +$53.9K +277 +41%
18 19
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