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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 %
TJHA
651
Thomas J. Herzfeld Advisors
Florida
$9K 36 – –
TWC
652
TD Waterhouse Canada
Ontario, Canada
$8.51K 29 -209 -88%
SWA
653
Sutton Wealth Advisors
Florida
$8.3K 35 +4 +13%
Lazard Asset Management
654
Lazard Asset Management
New York
$8K 34 +21 +162%
BCWM
655
Bartlett & Co Wealth Management
Ohio
$7.11K 30 +30 New
TWA
656
TCI Wealth Advisors
Arizona
$7K 31 -11 -26%
CDIA
657
Capital Directions Investment Advisors
Georgia
$7K 28 +28 New
BC
658
Bartlett & Co
Ohio
$7K 30 +30 New
BBHC
659
Brown Brothers Harriman & Co
New York
$6K 25 -5 -17%
ZIG
660
Zullo Investment Group
Pennsylvania
$6K 27 – –
CAC
661
Core Alternative Capital
Georgia
$6K 24 +17 +243%
LTI
662
Laffer Tengler Investments
Tennessee
$5.22K 22 +22 New
FMP
663
Financial Management Professionals
Texas
$5K 22 -5 -19%
CI
664
Cordant Inc
Oregon
$5K 23 +23 New
CCA
665
Column Capital Advisors
Indiana
$4K 17 -5 -23%
LCM
666
Logan Capital Management
Pennsylvania
$4K 18 – –
BWM
667
BerganKDV Wealth Management
Minnesota
$4K 16 – –
IWP
668
IAG Wealth Partners
Wisconsin
$4K 15 +15 New
BWA
669
BDO Wealth Advisors
Florida
$3K 12 – –
HIA
670
Harbor Investment Advisory
Maryland
$3K 12 +3 +33%
AF
671
Advisornet Financial
Minnesota
$3K 14 +4 +40%
DI
672
Disciplined Investments
Oklahoma
$3K 12 +12 New
Loomis, Sayles & Company
673
Loomis, Sayles & Company
Massachusetts
$3K 12 +12 New
ACA
674
Atlas Capital Advisors
Wyoming
$2.13K 9 – –
PWMG
675
Prestige Wealth Management Group
New Jersey
$2K 7 – –
25 26
27
28 29