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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 %
NFG
526
Nadler Financial Group
Illinois
$293K – – –
SIC
527
Salem Investment Counselors
North Carolina
$289K – – –
EI
528
Ellevest Inc
New York
$286K +$59.4K +203 +26%
JF
529
Jump Financial
Illinois
$283K +$283K +966 New
CG
530
Clarus Group
Texas
$279K – – –
MA
531
MUFG Americas
New York
$276K -$76.7K -262 -22%
MLFP
532
MPS Loria Financial Planners
Illinois
$274K – – –
BFS
533
Bradley Foster & Sargent
Connecticut
$271K -$293 -1 -0.1%
CG
534
Caprock Group
Idaho
$271K +$271K +925 New
SBH
535
Segall Bryant & Hamill
Illinois
$270K -$43.8K -150 -14%
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$269K -$140K -480 -34%
SC
537
Sepio Capital
Utah
$268K -$25.2K -86 -9%
NIM
538
Northeast Investment Management
Massachusetts
$265K – – –
FA
539
Fermata Advisors
California
$263K -$2.64K -9 -1%
IWC
540
Integrated Wealth Concepts
Massachusetts
$263K +$293 +1 +0.1%
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$262K -$32.5K -111 -11%
EGM
542
Engineers Gate Manager
New York
$261K -$5.38M -18,377 -95%
VVP
543
Venture Visionary Partners
Ohio
$252K +$292 +1 +0.1%
MPPW
544
Mitchell & Pahl Private Wealth
Oklahoma
$252K +$252K +859 New
AR
545
Apeiron RIA
Texas
$249K +$249K +850 New
JIC
546
Johnson Investment Counsel
Ohio
$247K +$7.33K +25 +3%
MPM
547
MBB Public Markets
Illinois
$246K +$246K +841 New
EN1L
548
Engine No 1 LLC
California
$245K +$245K +836 New
PCM
549
Presidio Capital Management
California
$242K +$242K +826 New
TWM
550
Titus Wealth Management
California
$242K +$242K +826 New
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