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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 %
GCP
526
GSA Capital Partners
United Kingdom
$262K +$262K +1,104 New
P
527
&Partners
Tennessee
$261K – – –
APW
528
Austin Private Wealth
Texas
$254K – – –
MPPW
529
Mitchell & Pahl Private Wealth
Oklahoma
$254K +$50.5K +213 +25%
GWM
530
GSB Wealth Management
Connecticut
$253K – – –
NP
531
NorthRock Partners
Minnesota
$251K -$6.87K -29 -3%
BB
532
Busey Bank
Illinois
$251K – – –
EWM
533
Endurance Wealth Management
Rhode Island
$247K – – –
BWA
534
Burt Wealth Advisors
Maryland
$247K – – –
FMAEN1
535
Fund Management at Engine No 1
California
$245K +$245K +1,033 New
BF
536
BOK Financial
Oklahoma
$241K -$7.6K -32 -3%
HCM
537
Howland Capital Management
Massachusetts
$239K – – –
CG
538
Caprock Group
Idaho
$239K +$19.9K +84 +9%
NFG
539
Nadler Financial Group
Illinois
$237K – – –
CG
540
Clarus Group
Texas
$237K – – –
GT
541
Glenview Trust
Kentucky
$237K – – –
WTB
542
Washington Trust Bank
Washington
$237K – – –
FWCM
543
Ferguson Wellman Capital Management
Oregon
$237K – – –
PFS
544
Prospera Financial Services
Texas
$237K +$237K +999 New
CCM
545
Coldstream Capital Management
Washington
$236K -$17.3K -73 -7%
IAA
546
Independent Advisor Alliance
North Carolina
$235K -$96K -405 -29%
SIC
547
Salem Investment Counselors
North Carolina
$234K – – –
MSFS
548
Main Street Financial Solutions
Pennsylvania
$233K -$29.2K -123 -11%
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$233K +$20.9K +88 +10%
YIH
550
Y-Intercept (HK)
Hong Kong
$230K +$230K +969 New
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