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Equifax
EFX

Overview Fund Activity

632 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 215 increasing their positions, 212 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
10.2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
88
Increased
215
Reduced
212
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.74B
2
Capital International Investors
2
Capital International Investors
California
$1.44B
3
EIG
3
EdgePoint Investment Group
Ontario, Canada
$158M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.02B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$233M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.25B
2
AC
2
AKO Capital
United Kingdom
$234M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
601
Lazard Asset Management
New York
$4K +$1.28K +8 +47%
CCA
602
Column Capital Advisors
Indiana
$3.3K – – –
HIA
603
Harbor Investment Advisory
Maryland
$3.11K -$194 -1 -6%
RTL
604
Red Tortoise LLC
Georgia
$3.11K +$3.11K +16 New
BWM
605
BerganKDV Wealth Management
Minnesota
$2.92K – – –
TWA
606
TCI Wealth Advisors
Arizona
$2.92K +$1.56K +8 +114%
SC
607
Schubert & Co
Texas
$2.72K -$583 -3 -18%
DI
608
Disciplined Investments
Oklahoma
$2.53K +$972 +5 +63%
AWM
609
Abound Wealth Management
Tennessee
$2.53K +$1.56K +8 +160%
SIC
610
SJS Investment Consulting
Ohio
$2.33K +$972 +5 +71%
ANBT
611
American National Bank & Trust
Texas
$2K – – –
MA
612
MCF Advisors
Kentucky
$1.94K – – –
QC
613
Quent Capital
New York
$1.56K -$7.78K -40 -83%
PWMG
614
Prestige Wealth Management Group
New Jersey
$1.36K – – –
TFM
615
TFC Financial Management
Massachusetts
$1.17K – – –
CWC
616
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
SOW
617
State of Wyoming
Wyoming
$1.17K +$194 +1 +20%
NSIM
618
North Star Investment Management
Illinois
$1.17K +$1.17K +6 New
TFA
619
Transamerica Financial Advisors
Florida
$1K – – –
GBT
620
Grove Bank & Trust
Florida
$1K +$1K +6 New
GI
621
Gradient Investments
Minnesota
$972 +$194 +1 +25%
CFB
622
Cullen/Frost Bankers
Texas
$777 -$1.55K -8 -67%
DWA
623
Delos Wealth Advisors
Texas
$389 – – –
EE
624
EWG Elevate
California
$389 +$389 +2 New
TWD
625
True Wealth Design
Ohio
$389 +$389 +2 New
23 24
25
26 27