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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 %
SIM
501
Sentry Investment Management
Wisconsin
$330K – – –
ST
502
Sabal Trust
Florida
$326K – – –
EP
503
Edgestream Partners
New Jersey
$324K +$324K +1,108 New
MSFS
504
Main Street Financial Solutions
Pennsylvania
$323K – – –
P
505
&Partners
Tennessee
$322K – – –
CI
506
Conning Inc
Connecticut
$319K -$85.3K -291 -21%
CCA
507
Checchi Capital Advisers
California
$319K +$13.5K +46 +4%
NP
508
NorthRock Partners
Minnesota
$319K +$40.7K +139 +15%
WA
509
Wealth Alliance
New York
$319K +$62.9K +215 +25%
RC
510
Rovin Capital
Arizona
$319K +$319K +1,089 New
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$315K +$315K +1,076 New
GWM
512
GSB Wealth Management
Connecticut
$313K – – –
APW
513
Austin Private Wealth
Texas
$313K – – –
CCM
514
Coldstream Capital Management
Washington
$313K +$313K +1,068 New
MGP
515
Metis Global Partners
California
$312K +$312K +1,064 New
BB
516
Busey Bank
Illinois
$310K – – –
CGL
517
Clarius Group LLC
Washington
$309K +$19.3K +66 +7%
BF
518
BOK Financial
Oklahoma
$307K +$6.16K +21 +2%
EWM
519
Endurance Wealth Management
Rhode Island
$305K – – –
BWA
520
Burt Wealth Advisors
Maryland
$305K – – –
XT
521
XTX Topco
Cayman Islands
$301K +$301K +1,029 New
HCM
522
Howland Capital Management
Massachusetts
$295K +$1.76K +6 +0.6%
GT
523
Glenview Trust
Kentucky
$293K – – –
WTB
524
Washington Trust Bank
Washington
$293K – – –
FWCM
525
Ferguson Wellman Capital Management
Oregon
$293K – – –
19 20
21
22 23