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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 %
CFD
576
Creative Financial Designs
Indiana
$23.1K +$7.91K +39 +52%
CCP
577
Carmel Capital Partners
California
$23.1K +$23.1K +114 New
GWM
578
Geneos Wealth Management
Colorado
$22.9K +$22.9K +113 New
AA
579
Addison Advisors
Vermont
$22.5K -$811 -4 -3%
Loomis, Sayles & Company
580
Loomis, Sayles & Company
Massachusetts
$22K +$22K +106 New
AAS
581
Ameritas Advisory Services
Nebraska
$21.6K +$21.6K +106 New
HI
582
Harbour Investments
Wisconsin
$21.3K +$11.6K +57 +119%
BTI
583
Blue Trust Inc
Georgia
$21K +$1.72K +9 +9%
VWM
584
Venturi Wealth Management
Texas
$20.9K +$20.9K +103 New
GRP
585
Global Retirement Partners
California
$20.9K +$803 +4 +4%
OIA
586
Optimum Investment Advisors
Illinois
$20.3K – – –
MFA
587
McClarren Financial Advisors
Pennsylvania
$20K – – –
AAP
588
Arax Advisory Partners
Colorado
$19.1K -$3.04K -15 -14%
VF
589
VitalStone Financial
Texas
$19K +$19K +65 New
DAM
590
Delta Asset Management
Tennessee
$18.3K – – –
WPA
591
West Paces Advisors
Georgia
$17.4K – – –
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$16.6K – – –
TFGT
593
TS Financial Group (TSFG)
Illinois
$14K – – –
VNA
594
Valley National Advisers
Pennsylvania
$14K +$1.78K +9 +15%
RWM
595
Ruedi Wealth Management
Illinois
$14K – – –
OLVIG
596
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K – – –
C
597
Covestor
United Kingdom
$13K – – –
CFGS
598
Concourse Financial Group Securities
Alabama
$12.8K +$7.71K +38 +152%
BIA
599
Bell Investment Advisors
California
$12.6K -$203 -1 -2%
ME
600
McIlrath & Eck
Washington
$11.2K +$406 +2 +4%
22 23
24
25 26