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Equifax
EFX

Overview Fund Activity

621 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
59
Increased
211
Reduced
236
Closed
59
Calls
$73.4M
Puts
$85.1M
Net Calls
-$11.7M
Net Calls Change
-$5.32M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$846M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$172M
3
RG
Rathbones Group
United Kingdom
$49.6M
4
JIM
Jensen Investment Management
Oregon
$264M
5
MC
Maverick Capital
Texas
$30.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$122M
2
SCP
Soroban Capital Partners
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$2.04M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$3.45M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$759M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Covington Capital Management
California
$2K +$2K +9 New
AIP
602
Almanack Investment Partners
Pennsylvania
$2K +$2K +10 New
Lazard Asset Management
603
Lazard Asset Management
New York
$2K +$1.29K +11 +183%
CFB
604
Cullen/Frost Bankers
Texas
$2K +$2K +12 New
ANBT
605
American National Bank & Trust
Texas
$2K +$2K +12 New
PWMG
606
Prestige Wealth Management Group
New Jersey
$1K – – –
CMP
607
Coston McIsaac & Partners
Maine
$1K – – –
TFA
608
Transamerica Financial Advisors
Florida
$1K – – –
S
609
Surevest
California
$1K – – –
CWC
610
Carolinas Wealth Consulting
North Carolina
$1K – – –
SOW
611
State of Wyoming
Wyoming
$1K – – –
TFM
612
TFC Financial Management
Massachusetts
$1K – – –
DI
613
Disciplined Investments
Oklahoma
$1K +$125 +1 +14%
TWA
614
TCI Wealth Advisors
Arizona
$1K +$429 +3 +75%
GI
615
Gradient Investments
Minnesota
$1K +$1K +4 New
SIC
616
SJS Investment Consulting
Ohio
$1K +$1K +7 New
AWM
617
Abound Wealth Management
Tennessee
$858 +$858 +5 New
MOS
618
MGO One Seven
Ohio
$241 +$40 +234 +20%
SCP
619
Soroban Capital Partners
New York
– -$79.7M -436,042 Closed
Two Sigma Investments
620
Two Sigma Investments
New York
– -$12.7M -69,488 Closed
WorldQuant Millennium Advisors
621
WorldQuant Millennium Advisors
New York
– -$5.47M -29,946 Closed
Citadel Advisors
622
Citadel Advisors
Florida
– -$4.67M -25,545 Closed
First Trust Advisors
623
First Trust Advisors
Illinois
– -$4.08M -22,332 Closed
PI
624
PEAK6 Investments
Illinois
– -$3.59M -15,245 Closed
ECM
625
ExodusPoint Capital Management
New York
– -$1.95M -10,693 Closed
23 24
25
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