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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 %
RTL
626
Red Tortoise LLC
Georgia
$3.25K – – –
TWA
627
TCI Wealth Advisors
Arizona
$3.04K – – –
BWM
628
BerganKDV Wealth Management
Minnesota
$3.04K – – –
SIC
629
SJS Investment Consulting
Ohio
$3.04K +$609 +3 +25%
Commonwealth Equity Services
630
Commonwealth Equity Services
Massachusetts
$2.91K -$19 -94 -0.7%
GI
631
Gradient Investments
Minnesota
$2.84K +$1.83K +9 +180%
AWM
632
Abound Wealth Management
Tennessee
$2.64K – – –
DI
633
Disciplined Investments
Oklahoma
$2.64K – – –
NC
634
NewSquare Capital
Pennsylvania
$2.64K +$2.64K +13 New
ANBT
635
American National Bank & Trust
Texas
$2.43K – – –
MA
636
MCF Advisors
Kentucky
$2.03K – – –
CMP
637
Coston McIsaac & Partners
Maine
$2K – – –
TFM
638
TFC Financial Management
Massachusetts
$1.63K +$406 +2 +33%
QC
639
Quent Capital
New York
$1.62K – – –
PWMG
640
Prestige Wealth Management Group
New Jersey
$1.42K – – –
NSIM
641
North Star Investment Management
Illinois
$1.22K – – –
CWC
642
Carolinas Wealth Consulting
North Carolina
$1.22K – – –
SOW
643
State of Wyoming
Wyoming
$1.22K – – –
CBT
644
Central Bank & Trust
Kentucky
$1.01K +$1.01K +5 New
HBW
645
Hazlett, Burt & Watson
West Virginia
$1K +$1K +5 New
CA
646
Centerpoint Advisors
Massachusetts
$1K +$1K +5 New
CFB
647
Cullen/Frost Bankers
Texas
$811 – – –
JGIA
648
Jackson Grant Investment Advisers
Connecticut
$811 +$811 +4 New
SIS
649
Strategic Investment Solutions
Illinois
$410 +$410 +2 New
DWA
650
Delos Wealth Advisors
Texas
$406 – – –
24 25
26
27 28