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Equifax
EFX

Overview Fund Activity

691 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+39
Holders Change %
+5.98%
% of All Funds
10.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
100
Increased
258
Reduced
198
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$911M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$800M
3
Invesco
3
Invesco
Georgia
$898M
4
MCM
4
Melvin Capital Management
New York
$441M
5
VanEck Associates
5
VanEck Associates
New York
$192M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.25B
3
GIM
3
Generation Investment Management
United Kingdom
$644M
4
Citadel Advisors
4
Citadel Advisors
Florida
$239K
5
Holocene Advisors
5
Holocene Advisors
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
651
Tucker Asset Management
Colorado
$8.16K +$8.16K +28 New
ETC
652
Exchange Traded Concepts
Oklahoma
$8K -$308 -1 -4%
FMP
653
Financial Management Professionals
Texas
$8K +$1.48K +5 +23%
ZIG
654
Zullo Investment Group
Pennsylvania
$8K +$8K +27 New
AP
655
Arlington Partners
Alabama
$8K +$8K +28 New
AS
656
Altshuler Shaham
Israel
$7K -$1.12K -4 -14%
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
CCA
658
Column Capital Advisors
Indiana
$6K +$273 +1 +5%
Optiver Holding
659
Optiver Holding
Netherlands
$6K +$6K +19 New
SCA
660
Snowden Capital Advisors
New York
$6K +$6K +22 New
BWM
661
BerganKDV Wealth Management
Minnesota
$5K – – –
LCM
662
Logan Capital Management
Pennsylvania
$5K – – –
AA
663
AlphaMark Advisors
Kentucky
$5K +$5K +18 New
PMFA
664
Plante Moran Financial Advisors
Michigan
$5K +$5K +18 New
BWA
665
BDO Wealth Advisors
Florida
$4K – – –
SC
666
Schubert & Co
Texas
$4K +$4K +13 New
PP
667
Pacifica Partners
Canada
$3K – – –
HIA
668
Harbor Investment Advisory
Maryland
$3K – – –
AF
669
Advisornet Financial
Minnesota
$3K +$3K +10 New
Lazard Asset Management
670
Lazard Asset Management
New York
$3K +$3K +13 New
ACA
671
Atlas Capital Advisors
Wyoming
$2.64K – – –
CWC
672
Carolinas Wealth Consulting
North Carolina
$2K – – –
PWMG
673
Prestige Wealth Management Group
New Jersey
$2K – – –
TFM
674
TFC Financial Management
Massachusetts
$2K – – –
EBA
675
Eagle Bay Advisors
New York
$2K +$2K +6 New
25 26
27
28 29