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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 %
Simplex Trading
501
Simplex Trading
Illinois
$183K +$183K +944 New
SIM
502
Sentry Investment Management
Wisconsin
$157K – – –
WT
503
Whittier Trust
California
$130K -$583 -3 -0.4%
SBL
504
Sargent Bickham Lagudis
Colorado
$129K – – –
T
505
TOBAM
France
$127K – – –
PI
506
PEAK6 Investments
Illinois
$124K +$124K +640 New
PCM
507
Penserra Capital Management
California
$123K +$9.66K +50 +9%
HB
508
Horizon Bancorp
Indiana
$119K +$119K +614 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$118K -$17.5K -90 -13%
OCM
510
Osterweis Capital Management
California
$109K – – –
Dimensional Fund Advisors
511
Dimensional Fund Advisors
Texas
$98.8K +$3.78K +19,438 +4%
UB
512
UMB Bank
Missouri
$97K – – –
PK
513
Pflug Koory
Nebraska
$85K – – –
AA
514
Alta Advisers
United Kingdom
$78K – – –
NL
515
NVWM LLC
Pennsylvania
$77.7K – – –
EBA
516
Eagle Bay Advisors
New York
$72.5K +$55K +283 +314%
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$70.7K -$4.93M -25,362 -99%
GPI
518
General Partner Inc
Pennsylvania
$70.7K +$70.7K +364 New
DIP
519
DT Investment Partners
Pennsylvania
$69K – – –
ASN
520
Advisory Services Network
Georgia
$66.3K -$212K -1,092 -76%
PSB
521
Piscataqua Savings Bank
New Hampshire
$65.5K – – –
GCGDR
522
Geo Capital Gestora de Recursos
Brazil
$59K -$2.9K -15 -5%
GWS
523
Glassman Wealth Services
Virginia
$58.3K +$5.44K +28 +10%
Credit Agricole
524
Credit Agricole
France
$58.3K +$58.3K +300 New
PA
525
Parallel Advisors
California
$57.8K -$18.1K -93 -24%
19 20
21
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