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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.

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 %
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$122K +$66.9K +282 +122%
UB
577
UMB Bank
Missouri
$121K – – –
GLLW
578
Graves Light Lenhart Wealth
Virginia
$113K – – –
NICM
579
Neo Ivy Capital Management
New York
$106K +$106K +444 New
CA
580
Clearstead Advisors
Ohio
$105K – – –
PK
581
Pflug Koory
Nebraska
$103K – – –
LAS
582
Lloyd Advisory Services
Georgia
$101K +$237 +1 +0.2%
PA
583
Parallel Advisors
California
$98K -$43.3K -181 -31%
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$96K +$16.6K +70 +21%
NL
585
NVWM LLC
Pennsylvania
$95K -$11.9K -50 -11%
GCGDR
586
Geo Capital Gestora de Recursos
Brazil
$93K – – –
CT
587
Cambridge Trust
Massachusetts
$91K -$22.9K -96 -20%
FAM
588
Fred Alger Management
New York
$87K +$26.5K +112 +44%
JWA
589
JFS Wealth Advisors
Pennsylvania
$80K -$952 -4 -1%
PSB
590
Piscataqua Savings Bank
New Hampshire
$80K – – –
C
591
Covestor
United Kingdom
$80K +$29.7K +125 +59%
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$78K – – –
GFP
593
Gryphon Financial Partners
Ohio
$75K +$75K +317 New
PFBT
594
Parkside Financial Bank & Trust
Missouri
$74K +$35.3K +148 +91%
EIP
595
Ellis Investment Partners
Pennsylvania
$73K – – –
ACM
596
Aquatic Capital Management
Illinois
$71K +$71K +300 New
APA
597
American Portfolios Advisors
New York
$69.5K +$4.74K +20 +7%
GWS
598
Glassman Wealth Services
Virginia
$67K -$4.26K -18 -6%
VCM
599
Versant Capital Management
Arizona
$65K – – –
SLWA
600
San Luis Wealth Advisors
California
$60K +$60K +204 New
22 23
24
25 26