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Equifax
EFX

Overview Fund Activity

679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$266M
2
Capital International Investors
2
Capital International Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$188M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$687M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.76B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.58B
3
GIM
3
Generation Investment Management
United Kingdom
$904M
4
FCM
4
Farallon Capital Management
California
$249M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
626
Steward Financial Group
Texas
$10K +$10K +44 New
LFG
627
Larson Financial Group
Missouri
$9.88K +$471 +2 +5%
SC
628
Solstein Capital
California
$9.88K +$9.88K +42 New
BBHC
629
Brown Brothers Harriman & Co
New York
$9.18K -$235 -1 -3%
FHA
630
First Horizon Advisors
Tennessee
$9.18K – – –
TJHA
631
Thomas J. Herzfeld Advisors
Florida
$8.94K – – –
GBT
632
Grove Bank & Trust
Florida
$8.71K -$4K -17 -31%
SA
633
SRH Advisors
Kansas
$8.52K – – –
CTWM
634
Cherry Tree Wealth Management
Minnesota
$8.24K +$8.24K +35 New
JWA
635
JFS Wealth Advisors
Pennsylvania
$7.73K +$703 +3 +10%
SWA
636
Sutton Wealth Advisors
Florida
$7.53K -$471 -2 -6%
AF
637
Advisornet Financial
Minnesota
$7.53K – – –
MRCM
638
M&R Capital Management
New Jersey
$7.29K -$3.53K -15 -33%
IBOK
639
Independence Bank of Kentucky
Kentucky
$6.59K +$6.59K +28 New
ZB
640
Zions Bancorporation
Utah
$6.12K – – –
BTI
641
Blue Trust Inc
Georgia
$6K -$14.6K -78 -71%
TF
642
Tompkins Financial
New York
$5.88K – – –
TWC
643
TD Waterhouse Canada
Ontario, Canada
$5.72K +$5.72K +25 New
Lazard Asset Management
644
Lazard Asset Management
New York
$5K -$1.74K -8 -26%
CCM
645
Copeland Capital Management
Pennsylvania
$4.71K +$4.71K +20 New
AWM
646
Abound Wealth Management
Tennessee
$4K +$941 +4 +31%
CCA
647
Column Capital Advisors
Indiana
$3.77K -$235 -1 -6%
HIA
648
Harbor Investment Advisory
Maryland
$3.77K – – –
RTL
649
Red Tortoise LLC
Georgia
$3.77K – – –
BWM
650
BerganKDV Wealth Management
Minnesota
$3.53K – – –
24 25
26
27 28