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Equifax
EFX

Overview Fund Activity

679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$266M
2
Capital International Investors
2
Capital International Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$188M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$687M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.76B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.58B
3
GIM
3
Generation Investment Management
United Kingdom
$904M
4
FCM
4
Farallon Capital Management
California
$249M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
501
Park National Corp
Ohio
$259K – – –
MWM
502
Meridian Wealth Management
Kentucky
$258K +$235 +1 +0.1%
HW
503
Hancock Whitney
Mississippi
$255K +$255K +1,081 New
APW
504
Austin Private Wealth
Texas
$252K – – –
Wealth Enhancement Advisory Services
505
Wealth Enhancement Advisory Services
Minnesota
$252K -$33.2K -141 -12%
GWM
506
GSB Wealth Management
Connecticut
$251K – – –
FH
507
FWG Holdings
Florida
$247K +$47.7K +241 +24%
BB
508
Busey Bank
Illinois
$247K – – –
EHC
509
Everett Harris & Co
California
$247K – – –
EWM
510
Endurance Wealth Management
Rhode Island
$245K – – –
DILIC
511
Dai-ichi Life Insurance Company
Japan
$244K – – –
GCP
512
GSA Capital Partners
United Kingdom
$239K +$239K +1,014 New
AWM
513
Apollon Wealth Management
South Carolina
$238K -$68.5K -291 -22%
SFI
514
Siemens Fonds Invest
Germany
$237K – – –
HCM
515
Howland Capital Management
Massachusetts
$237K – – –
GT
516
Glenview Trust
Kentucky
$236K +$1.18K +5 +0.5%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$236K -$235 -1 -0.1%
PCS
518
Personal CFO Solutions
New Jersey
$236K +$236K +1,002 New
NFG
519
Nadler Financial Group
Illinois
$235K – – –
CG
520
Clarus Group
Texas
$235K – – –
WTB
521
Washington Trust Bank
Washington
$235K – – –
AAM
522
Auxier Asset Management
Oregon
$235K +$235K +1,000 New
IAA
523
Independent Advisor Alliance
North Carolina
$233K – – –
TWM
524
Thrive Wealth Management
Pennsylvania
$232K +$232K +987 New
SIC
525
Salem Investment Counselors
North Carolina
$232K – – –
19 20
21
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