EFX icon

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 %
SIM
551
Sentry Investment Management
Wisconsin
$229K -$38.4K -162 -14%
CWM
552
C2C Wealth Management
Arizona
$227K +$227K +1,032 New
MLFP
553
MPS Loria Financial Planners
Illinois
$222K – – –
FCH
554
Freestone Capital Holdings
Washington
$218K +$218K +921 New
SC
555
Sepio Capital
Utah
$217K – – –
NIM
556
Northeast Investment Management
Massachusetts
$214K – – –
LJAC
557
L.J. Altfest & Co
New York
$214K +$214K +902 New
KWM
558
Kolinsky Wealth Management
New Jersey
$214K +$214K +904 New
BFS
559
Bradley Foster & Sargent
Connecticut
$213K -$5.92K -25 -3%
WPC
560
Wedmont Private Capital
Pennsylvania
$212K +$212K +903 New
PFO
561
Pathstone Family Office
New Jersey
$210K +$210K +885 New
IWC
562
Integrated Wealth Concepts
Massachusetts
$209K -$4.03K -17 -2%
SS
563
Simplicity Solutions
Minnesota
$208K -$170K -714 -45%
TWM
564
Titus Wealth Management
California
$207K +$11.1K +47 +6%
VVP
565
Venture Visionary Partners
Ohio
$206K +$2.36K +10 +1%
CCMG
566
Clark Capital Management Group
Pennsylvania
$204K -$228K -963 -53%
BL
567
Balentine LLC
Georgia
$204K +$204K +862 New
BWP
568
BSW Wealth Partners
Colorado
$200K +$7.81K +33 +4%
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$175K -$43.2K -182 -20%
SBL
570
Sargent Bickham Lagudis
Colorado
$168K – – –
T
571
TOBAM
France
$154K +$56.1K +237 +57%
MA
572
MUFG Americas
New York
$151K -$72.9K -307 -33%
DCM
573
Dupont Capital Management
Delaware
$138K -$203K -858 -60%
PCM
574
Penserra Capital Management
California
$137K +$8.3K +35 +6%
NIM
575
NuWave Investment Management
New Jersey
$130K +$130K +547 New
21 22
23
24 25