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 %
WWM
626
Wolff Wiese Magana
California
$24K 100 – –
RTC
627
Riverview Trust Company
Washington
$24K 103 +103 New
MFA
628
McClarren Financial Advisors
Pennsylvania
$23K 98 -1 -1%
TFO
629
Tarbox Family Office
California
$22K 92 -28 -23%
WPA
630
West Paces Advisors
Georgia
$21.3K 90 +4 +5%
CFGS
631
Concourse Financial Group Securities
Alabama
$21K 88 +3 +4%
VNA
632
Valley National Advisers
Pennsylvania
$21K 91 +47 +107%
GIA
633
GHP Investment Advisors
Colorado
$20K 84 +84 New
CFD
634
Creative Financial Designs
Indiana
$18K 75 – –
SWM
635
Spire Wealth Management
Virginia
$17K 73 -153 -68%
OLVIG
636
Oliver Lagore Vanvalin Investment Group
Michigan
$16K 66 +66 New
HL
637
Harding Loevner
New Jersey
$16K 78 +78 New
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$15K 64 – –
EW
639
Evoke Wealth
California
$15K 63 +17 +37%
MCC
640
Money Concepts Capital
Florida
$15K 64 +64 New
GRP
641
Global Retirement Partners
California
$14K 75 +75 New
Macquarie Group
642
Macquarie Group
Australia
$13.3K 55,985 +6,957 +14%
SWA
643
SOA Wealth Advisors
New York
$13K 59 – –
ME
644
McIlrath & Eck
Washington
$13K 53 – –
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$12K 49 -9 -16%
EFS
646
Econ Financial Services
Pennsylvania
$12K 50 – –
EARNEST Partners
647
EARNEST Partners
Georgia
$12K 51 – –
SA
648
SRH Advisors
Kansas
$10K 42 – –
TAIM
649
TD Ameritrade Investment Management
Nebraska
$10K 41 +4 +11%
FPS
650
Fieldpoint Private Securities
Connecticut
$9K 38 -10 -21%
24 25
26
27 28