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Equifax
EFX

Overview Fund Activity

693 hedge funds and large institutions have $26.6B invested in Equifax in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 265 increasing their positions, 207 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
10.97%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
91
Increased
265
Reduced
207
Closed
81
Calls
$326M
Puts
$192M
Net Calls
+$135M
Net Calls Change
+$51.1M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.05B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.8B
3
Morgan Stanley
3
Morgan Stanley
New York
$386M
4
Harris Associates
4
Harris Associates
Illinois
$238M
5
PI
5
Putnam Investments
Massachusetts
$100M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$774M
2
MCM
2
Melvin Capital Management
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$761M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$120M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
501
Nicholas Hoffman & Company
Georgia
$311K – – –
CGL
502
Clarius Group LLC
Washington
$309K – – –
EI
503
Ellevest Inc
New York
$309K +$76.9K +324 +33%
AAM
504
Aureus Asset Management
Massachusetts
$308K – – –
MYAM
505
Meiji Yasuda Asset Management
Japan
$306K -$38K -160 -11%
GT
506
Greenleaf Trust
Michigan
$306K +$3.79K +16 +1%
Federated Hermes
507
Federated Hermes
Pennsylvania
$305K -$108K -456 -26%
WA
508
Wealth Alliance
New York
$302K +$43.2K +182 +17%
SFI
509
Siemens Fonds Invest
Germany
$300K – – –
SPIA
510
Steward Partners Investment Advisory
New York
$300K +$30.3K +128 +11%
Capstone Investment Advisors
511
Capstone Investment Advisors
New York
$297K +$297K +1,251 New
AWA
512
Aaron Wealth Advisors
Illinois
$294K +$294K +69,707 New
QT
513
Quantamental Technologies
New York
$289K +$289K +1,220 New
WDA
514
Wendell David Associates
New Hampshire
$285K – – –
ECG
515
Edge Capital Group
Georgia
$284K +$1.66K +7 +0.6%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$283K -$33.2K -140 -10%
QCG
517
Quadrant Capital Group
Ohio
$283K -$12.6K -53 -4%
CI
518
Conning Inc
Connecticut
$281K +$23.2K +98 +9%
HWAM
519
Hennion & Walsh Asset Management
New Jersey
$280K +$24.9K +105 +10%
CFS
520
Cannon Financial Strategists
Georgia
$276K – – –
HI
521
Horizon Investments
North Carolina
$272K -$361K -1,521 -57%
CCIA
522
Cherry Creek Investment Advisors
Colorado
$271K +$475 +2 +0.2%
ST
523
Sabal Trust
Florida
$264K – – –
CCA
524
Checchi Capital Advisers
California
$264K +$5.46K +23 +2%
QC
525
QCM Cayman
Texas
$263K +$263K +1,108 New
19 20
21
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