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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSB
601
City State Bank
Iowa
$59K 250 – –
CFO
602
CVA Family Office
Colorado
$56K 235 +110 +88%
SSG
603
Summit Securities Group
New York
$55K 232 +232 New
Jones Financial Companies
604
Jones Financial Companies
Missouri
$46K 193 – –
FHA
605
First Horizon Advisors
Tennessee
$44K 184 +23 +14%
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$43K 180 +180 New
LC
607
Lindbrook Capital
California
$42K 176 -27 -13%
WTC
608
WhitTier Trust Company
Nevada
$41K 172 +47 +38%
T
609
TCWP
Ohio
$41K 174 +174 New
CWP
610
Concord Wealth Partners
Virginia
$35K 147 – –
ZB
611
Zions Bancorporation
Utah
$35K 146 +2 +1%
GEA
612
Glen Eagle Advisors
New Jersey
$33.6K 142 +1 +0.7%
ST
613
Smithfield Trust
Pennsylvania
$33K 136 – –
OIA
614
Optimum Investment Advisors
Illinois
$32K 134 +34 +34%
O
615
Ossiam
France
$32K 137 +137 New
MCM
616
MV Capital Management
Maryland
$30K 126 -10 -7%
HFM
617
Harvest Fund Management
China
$30K 129 – –
CWM
618
Cedar Wealth Management
California
$30K 126 +10 +9%
BEI
619
Benjamin Edwards Inc
Missouri
$29K 121 +9 +8%
MGIM
620
M&G Investment Management
United Kingdom
$28.8K 121,660 +121,660 New
GAM
621
Gemmer Asset Management
California
$28K 119 +1 +0.8%
AA
622
Addison Advisors
Vermont
$27K 115 – –
PP
623
Paloma Partners
Connecticut
$25K 104 -3,516 -97%
IA
624
IFP Advisors
Florida
$25K 263 +199 +311%
BFC
625
Bedel Financial Consulting
Indiana
$24K 100 -2 -2%
23 24
25
26 27