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Equifax
EFX

Overview Fund Activity

679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$266M
2
Capital International Investors
2
Capital International Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$188M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$687M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.76B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.58B
3
GIM
3
Generation Investment Management
United Kingdom
$904M
4
FCM
4
Farallon Capital Management
California
$249M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
576
CVA Family Office
Colorado
$45.6K +$5.65K +24 +14%
OP
577
ORG Partners
Indiana
$45.4K +$45.4K +198 New
BEI
578
Benjamin Edwards Inc
Missouri
$45K -$27.2K -116 -38%
CWM
579
Cedar Wealth Management
California
$42.4K +$3.29K +14 +8%
FFA
580
Farther Finance Advisors
California
$39.1K +$10.8K +46 +38%
SWM
581
Spire Wealth Management
Virginia
$38.3K +$4.93K +21 +15%
SSG
582
Summit Securities Group
New York
$38K -$19.2K -81 -34%
PP
583
Pacifica Partners
Canada
$37K – – –
NA
584
NewEdge Advisors
Louisiana
$36.4K -$2.83K -12 -7%
TCOV
585
Trust Company of Vermont
Vermont
$35.3K – – –
GEA
586
Glen Eagle Advisors
New Jersey
$33.6K +$235 +1 +0.7%
VWM
587
Venturi Wealth Management
Texas
$32.5K +$8.24K +35 +34%
ACA
588
Atlas Capital Advisors
Wyoming
$31.5K – – –
ST
589
Smithfield Trust
Pennsylvania
$31K – – –
MCM
590
MV Capital Management
Maryland
$29.2K +$235 +1 +0.8%
PPC
591
Park Place Capital
Alabama
$28.5K – – –
AAP
592
Arax Advisory Partners
Colorado
$27.5K +$5.41K +23 +24%
CFD
593
Creative Financial Designs
Indiana
$26.8K – – –
CCP
594
Carmel Capital Partners
California
$26.8K – – –
GWM
595
Geneos Wealth Management
Colorado
$26.6K – – –
AA
596
Addison Advisors
Vermont
$26.1K – – –
CAL
597
Capital Advisors Ltd
Ohio
$26K +$19K +82 +273%
HI
598
Harbour Investments
Wisconsin
$25.2K +$471 +2 +2%
FAM
599
Fred Alger Management
New York
$24.5K +$24.5K +104 New
GRP
600
Global Retirement Partners
California
$23.6K -$945 -4 -4%
22 23
24
25 26