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Equifax
EFX

Overview Fund Activity

621 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
211
Reduced
236
Closed
59
Calls
$73.4M
Puts
$85.1M
Net Calls
-$11.7M
Net Calls Change
-$5.32M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$355M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$161M
3
RG
Rathbones Group
United Kingdom
+$49.6M
4
JIM
Jensen Investment Management
Oregon
+$31.5M
5
MC
Maverick Capital
Texas
+$30.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$591M
2
SCP
Soroban Capital Partners
New York
-$79.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$38.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
526
DZ Bank
Germany
$43K +$43K +248 New
CTC
527
Central Trust Company
Missouri
$38K -$45.1K -266 -54%
IA
528
IFP Advisors
Florida
$38K +$12.8K +133 +51%
LC
529
Lindbrook Capital
California
$37K -$9.89K -58 -21%
KFI
530
Key Financial Inc
Pennsylvania
$36K +$36K +208 New
FHA
531
First Horizon Advisors
Tennessee
$33K -$7.5K -45 -19%
WPWM
532
Western Pacific Wealth Management
Illinois
$33K +$31.8K +189 +2,700%
TCOV
533
Trust Company of Vermont
Vermont
$30K +$3.99K +23 +15%
MCM
534
MV Capital Management
Maryland
$30K +$7.33K +43 +32%
PP
535
Pacifica Partners
Canada
$29K -$1.81K -10 -6%
BEI
536
Benjamin Edwards Inc
Missouri
$26K +$4.89K +28 +23%
MGIM
537
M&G Investment Management
United Kingdom
$25.1K -$325 -1,898 -1%
CWM
538
Cedar Wealth Management
California
$25K – – –
HGERS
539
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25K +150 New
GEA
540
Glen Eagle Advisors
New Jersey
$24.3K – – –
APA
541
American Portfolios Advisors
New York
$24.3K -$343 -2 -1%
ST
542
Smithfield Trust
Pennsylvania
$24K – – –
ACA
543
Atlas Capital Advisors
Wyoming
$23K – – –
HFM
544
Harvest Fund Management
China
$22K – – –
CFO
545
CVA Family Office
Colorado
$21K +$7K +40 +50%
AA
546
Addison Advisors
Vermont
$20K – – –
VNA
547
Valley National Advisers
Pennsylvania
$20K +$5.53K +34 +38%
AAP
548
Arax Advisory Partners
Colorado
$19K +$174 +1 +0.9%
Loomis, Sayles & Company
549
Loomis, Sayles & Company
Massachusetts
$19K +$19K +110 New
OIA
550
Optimum Investment Advisors
Illinois
$17K – – –
20 21
22
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