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Equifax
EFX

Overview Fund Activity

632 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 215 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
88
Increased
215
Reduced
212
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.74B
2
Capital International Investors
2
Capital International Investors
California
$1.44B
3
EIG
3
EdgePoint Investment Group
Ontario, Canada
$158M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$233M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.25B
2
AC
2
AKO Capital
United Kingdom
$234M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
Clearstead Advisors
Ohio
$57.5K -$5.44K -28 -9%
AIM
527
Achmea Investment Management
Netherlands
$54K -$444K -2,419 -89%
CWM
528
Compass Wealth Management
Connecticut
$53.4K +$53.4K +275 New
VCM
529
Versant Capital Management
Arizona
$52.9K -$777 -4 -1%
CSB
530
City State Bank
Iowa
$49K – – –
WTC
531
WhitTier Trust Company
Nevada
$48.8K -$3.69K -19 -7%
LC
532
Lindbrook Capital
California
$43K +$777 +4 +2%
IA
533
IFP Advisors
Florida
$39K +$390 +4 +1%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$38.7K -$9.72K -50 -20%
KFI
535
Key Financial Inc
Pennsylvania
$35.7K – – –
TCOV
536
Trust Company of Vermont
Vermont
$33.6K – – –
WPWM
537
Western Pacific Wealth Management
Illinois
$32.7K -$5.44K -28 -14%
PP
538
Pacifica Partners
Canada
$31.1K – – –
CFO
539
CVA Family Office
Colorado
$31.1K +$7.78K +40 +33%
BEI
540
Benjamin Edwards Inc
Missouri
$30K +$1.35K +7 +5%
CWP
541
Concord Wealth Partners
Virginia
$28.6K +$28.6K +147 New
CWM
542
Cedar Wealth Management
California
$28.4K – – –
GEA
543
Glen Eagle Advisors
New Jersey
$27.6K – – –
ACA
544
Atlas Capital Advisors
Wyoming
$26K – – –
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$25K +$13.2K +68 +111%
FHA
546
First Horizon Advisors
Tennessee
$24.1K -$14.4K -74 -37%
ST
547
Smithfield Trust
Pennsylvania
$24K -$1.5K -8 -6%
SSG
548
Summit Securities Group
New York
$24K +$24K +124 New
EC
549
Elequin Capital
New York
$22.9K +$22.9K +118 New
MCM
550
MV Capital Management
Maryland
$22.5K -$11.7K -60 -34%
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