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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
1
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$800M
3
Invesco
3
Invesco
Georgia
$898M
4
MCM
4
Melvin Capital Management
New York
$441M
5
VanEck Associates
5
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
3
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
4
Citadel Advisors
Florida
$239K
5
Holocene Advisors
5
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
551
Citadel Advisors
Florida
$239K -$105M -358,963 -100%
BTW
552
Boston Trust Walden
Massachusetts
$239K – – –
BWP
553
BSW Wealth Partners
Colorado
$238K – – –
AWM
554
Apollon Wealth Management
South Carolina
$235K -$9.08K -31 -4%
IIM
555
Ipswich Investment Management
Massachusetts
$235K – – –
CFG
556
Citizens Financial Group
Rhode Island
$234K – – –
IFWM
557
Institute for Wealth Management
Colorado
$233K – – –
SCM
558
Shelton Capital Management
Colorado
$232K – – –
KPWS
559
Kestra Private Wealth Services
Texas
$226K +$226K +771 New
HWIS
560
Hancock Whitney Investment Services
Louisiana
$225K +$225K +771 New
MJP
561
Michael J. Puzo
$220K +$220K +750 New
ACM
562
Allred Capital Management
Texas
$219K +$219K +750 New
GCM
563
Graham Capital Management
Connecticut
$216K +$216K +741 New
PI
564
PFS Investments
Georgia
$215K +$2.63K +9 +1%
BA
565
Ballast Advisors
Minnesota
$212K +$212K +725 New
SBL
566
Sargent Bickham Lagudis
Colorado
$208K -$95.5K -326 -31%
JF
567
JSF Financial
California
$205K +$205K +699 New
CC
568
Capital Counsel
New York
$205K +$205K +700 New
MC
569
Machina Capital
France
$205K +$205K +700 New
First Manhattan
570
First Manhattan
New York
$202K – – –
GA
571
GraniteShares Advisors
New York
$178K +$178K +611 New
PA
572
Parallel Advisors
California
$173K +$22.8K +78 +15%
PCM
573
Penserra Capital Management
California
$158K +$30.3K +104 +24%
CFA
574
Carroll Financial Associates
North Carolina
$150K +$60.8K +209 +68%
UB
575
UMB Bank
Missouri
$150K +$150K +510 New
21 22
23
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