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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 %
BAAM
601
Baker Avenue Asset Management
California
$11.2K +$1.22K +6 +12%
GBT
602
Grove Bank & Trust
Florida
$11K +$9.74K +48 +800%
RI
603
Ridgewood Investments
New Jersey
$10.8K +$10.8K +53 New
EARNEST Partners
604
EARNEST Partners
Georgia
$10.3K – – –
CT
605
Cambridge Trust
Massachusetts
$10.1K -$2.84K -14 -22%
MRCM
606
M&R Capital Management
New Jersey
$9.33K – – –
SA
607
SRH Advisors
Kansas
$9K – – –
MFT
608
Moisand Fitzgerald Tamayo
Florida
$8.72K – – –
CAC
609
Core Alternative Capital
Georgia
$8.12K +$2.03K +10 +33%
LFG
610
Larson Financial Group
Missouri
$8.11K – – –
BBHC
611
Brown Brothers Harriman & Co
New York
$8.11K +$203 +1 +3%
FHA
612
First Horizon Advisors
Tennessee
$7.91K -$17.2K -85 -69%
TJHA
613
Thomas J. Herzfeld Advisors
Florida
$7.71K – – –
SWA
614
Sutton Wealth Advisors
Florida
$6.9K – – –
AF
615
Advisornet Financial
Minnesota
$6.49K +$811 +4 +14%
JWA
616
JFS Wealth Advisors
Pennsylvania
$6.06K -$606 -3 -9%
CAL
617
Capital Advisors Ltd
Ohio
$6K -$16.4K -82 -73%
Lazard Asset Management
618
Lazard Asset Management
New York
$6K +$1.16K +6 +24%
ZB
619
Zions Bancorporation
Utah
$5.27K – – –
TF
620
Tompkins Financial
New York
$5.07K – – –
SC
621
Schubert & Co
Texas
$4.06K +$1.22K +6 +43%
FMP
622
Financial Management Professionals
Texas
$4K – – –
CCA
623
Column Capital Advisors
Indiana
$3.45K – – –
BF
624
BOK Financial
Oklahoma
$3.25K -$207K -1,022 -98%
HIA
625
Harbor Investment Advisory
Maryland
$3.25K – – –
23 24
25
26 27