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Equifax
EFX

Overview Fund Activity

658 hedge funds and large institutions have $24.5B invested in Equifax in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+26
Holders Change %
+4.11%
% of All Funds
10.53%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
73
Increased
220
Reduced
211
Closed
37
Calls
$83.8M
Puts
$115M
Net Calls
-$31.4M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$116M
3
IIP
Intermede Investment Partners
United Kingdom
+$106M
4
BlackRock
BlackRock
New York
+$67.2M
5
Macquarie Group
Macquarie Group
Australia
+$66.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$412M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$338M
3
GIM
Generation Investment Management
United Kingdom
-$125M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$90.4M
5
AC
AKO Capital
United Kingdom
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Apollon Wealth Management
South Carolina
$264K -$46.8K -231 -15%
AAM
477
Aureus Asset Management
Massachusetts
$264K – – –
CCM
478
Coldstream Capital Management
Washington
$261K -$406 -2 -0.2%
AT
479
American Trust
Kentucky
$260K +$34.7K +171 +15%
MNBTD
480
Moody National Bank Trust Division
Texas
$258K – – –
CCIA
481
Campbell & Co Investment Adviser
Maryland
$256K +$256K +1,264 New
WA
482
Wealth Alliance
New York
$256K +$3.45K +17 +1%
Wealth Enhancement Advisory Services
483
Wealth Enhancement Advisory Services
Minnesota
$245K +$245K +1,210 New
SG Americas Securities
484
SG Americas Securities
New York
$245K +$245K +1,208 New
ECG
485
Edge Capital Group
Georgia
$245K – – –
WDA
486
Wendell David Associates
New Hampshire
$243K – – –
AFG
487
Atomi Financial Group
New York
$242K +$242K +1,192 New
PI
488
PEAK6 Investments
Illinois
$241K +$112K +550 +86%
SPIA
489
Steward Partners Investment Advisory
New York
$241K – – –
CIBC World Market
490
CIBC World Market
Ontario, Canada
$238K -$1.22K -6 -0.5%
CFS
491
Cannon Financial Strategists
Georgia
$237K – – –
NHC
492
Nicholas Hoffman & Company
Georgia
$236K – – –
BWA
493
Burt Wealth Advisors
Maryland
$234K – – –
CCIA
494
Cherry Creek Investment Advisors
Colorado
$233K +$406 +2 +0.2%
MYAM
495
Meiji Yasuda Asset Management
Japan
$231K -$14.2K -70 -6%
DGAM
496
Desjardins Global Asset Management
Quebec, Canada
$228K +$228K +1,126 New
CAAS
497
Capital Asset Advisory Services
Michigan
$226K -$31.6K -156 -12%
ST
498
Sabal Trust
Florida
$226K – – –
CCA
499
Checchi Capital Advisers
California
$225K -$12K -59 -5%
PNC
500
Park National Corp
Ohio
$223K -$60.9K -300 -21%
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