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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 %
P
501
&Partners
Tennessee
$223K – – –
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$223K +$149K +733 +201%
MWM
503
Meridian Wealth Management
Kentucky
$222K +$3.65K +18 +2%
APW
504
Austin Private Wealth
Texas
$217K – – –
GWM
505
GSB Wealth Management
Connecticut
$217K – – –
Voloridge Investment Management
506
Voloridge Investment Management
Florida
$213K +$213K +1,052 New
BB
507
Busey Bank
Illinois
$213K -$1.42K -7 -0.7%
EHC
508
Everett Harris & Co
California
$213K – – –
EI
509
Ellevest Inc
New York
$212K -$106K -523 -33%
EWM
510
Endurance Wealth Management
Rhode Island
$211K – – –
DILIC
511
Dai-ichi Life Insurance Company
Japan
$210K – – –
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$210K -$1.22K -6 -0.6%
SFI
513
Siemens Fonds Invest
Germany
$206K -$3.45K -17 -2%
FH
514
FWG Holdings
Florida
$204K +$204K +1,008 New
HCM
515
Howland Capital Management
Massachusetts
$204K +$204K +1,006 New
FWCM
516
Ferguson Wellman Capital Management
Oregon
$204K +$204K +1,004 New
GT
517
Glenview Trust
Kentucky
$203K +$203K +1,000 New
WTB
518
Washington Trust Bank
Washington
$203K +$203K +1,000 New
NFG
519
Nadler Financial Group
Illinois
$203K +$203K +1,000 New
CG
520
Clarus Group
Texas
$203K +$203K +1,000 New
IAIM
521
International Assets Investment Management
Florida
$203K -$40.5M -199,777 -100%
IAA
522
Independent Advisor Alliance
North Carolina
$201K +$201K +991 New
SIC
523
Salem Investment Counselors
North Carolina
$200K – – –
CI Investments Inc
524
CI Investments Inc
Ontario, Canada
$186K -$5.26K -26 -3%
BAM
525
Belpointe Asset Management
Nevada
$172K -$537K -2,650 -76%
19 20
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