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Equifax
EFX

Overview Fund Activity

658 hedge funds and large institutions have $24.5B invested in Equifax in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 211 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+26
Holders Change %
+4.11%
% of All Funds
10.53%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
73
Increased
220
Reduced
211
Closed
37
Calls
$83.8M
Puts
$115M
Net Calls
-$31.4M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$116M
3
IIP
Intermede Investment Partners
United Kingdom
+$106M
4
BlackRock
BlackRock
New York
+$67.2M
5
Macquarie Group
Macquarie Group
Australia
+$66.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$412M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$338M
3
GIM
Generation Investment Management
United Kingdom
-$125M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$90.4M
5
AC
AKO Capital
United Kingdom
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Clearstead Advisors
Ohio
$55.8K -$4.26K -21 -7%
CWM
552
Compass Wealth Management
Connecticut
$55.8K – – –
CSB
553
City State Bank
Iowa
$51K – – –
WTC
554
WhitTier Trust Company
Nevada
$50.9K – – –
BSC
555
Brown Shipley & Co
United Kingdom
$49.7K +$49.7K +245 New
SSG
556
Summit Securities Group
New York
$49K +$23.8K +117 +94%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$46K +$5.68K +28 +14%
KFI
558
Key Financial Inc
Pennsylvania
$42.2K – – –
CIA
559
Cape Investment Advisory
Georgia
$40.6K +$40.6K +200 New
IA
560
IFP Advisors
Florida
$40.1K +$8.33K +105 +26%
PP
561
Paloma Partners
Connecticut
$36.5K +$36.5K +180 New
CFO
562
CVA Family Office
Colorado
$34.5K +$2.03K +10 +6%
NA
563
NewEdge Advisors
Louisiana
$33.8K -$7.93K -39 -19%
CWM
564
Cedar Wealth Management
California
$33.7K +$4.06K +20 +14%
PP
565
Pacifica Partners
Canada
$31.3K – – –
TCOV
566
Trust Company of Vermont
Vermont
$30.4K -$4.67K -23 -13%
HGERS
567
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30K +150 New
CWP
568
Concord Wealth Partners
Virginia
$29.8K – – –
GEA
569
Glen Eagle Advisors
New Jersey
$28.9K – – –
SWM
570
Spire Wealth Management
Virginia
$28.8K +$15.6K +77 +118%
ACA
571
Atlas Capital Advisors
Wyoming
$27.2K – – –
ST
572
Smithfield Trust
Pennsylvania
$26K – – –
MCM
573
MV Capital Management
Maryland
$25K +$1.42K +7 +6%
PPC
574
Park Place Capital
Alabama
$24.5K +$1.22K +6 +5%
FFA
575
Farther Finance Advisors
California
$24.3K +$7.91K +39 +48%
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