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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 %
TWD
651
True Wealth Design
Ohio
$406 – – –
UFF
652
USA Financial Formulas
Michigan
$406 +$406 +2 New
AWM
653
Avior Wealth Management
Nebraska
$405 +$405 +2 New
SS
654
Sunbelt Securities
Texas
$399 +$399 +2 New
Group One Trading
655
Group One Trading
Illinois
$203 -$406K -2,001 -100%
CTC
656
Central Trust Company
Missouri
$203 – – –
CTA
657
Colonial Trust Advisors
South Carolina
$203 – – –
Coatue Management
658
Coatue Management
New York
– -$57.4M -295,362 Closed
William Blair Investment Management
659
William Blair Investment Management
Illinois
– -$45.5M -234,041 Closed
FGP
660
Foyston, Gordon, & Payne
Ontario, Canada
– -$7.91M -40,713 Closed
HSA
661
HBK Sorce Advisory
Pennsylvania
– -$5.14M -26,454 Closed
CFM
662
Coronation Fund Managers
South Africa
– -$3.98M -20,469 Closed
BA
663
Bridgewater Associates
Connecticut
– -$2.75M -14,129 Closed
CM
664
Caption Management
Oklahoma
– -$2.33M -12,000 Closed
AF
665
Aldebaran Financial
– -$1.86M -9,550 Closed
GCM
666
Greenland Capital Management
New York
– -$1.69M -8,697 Closed
COI
667
Connable Office Inc
Michigan
– -$1.65M -8,480 Closed
LPC
668
Lone Pine Capital
Connecticut
– -$1.41M -7,278 Closed
AC
669
Allstate Corporation
Illinois
– -$942K -4,849 Closed
SCP
670
Shorepoint Capital Partners
Massachusetts
– -$933K -4,800 Closed
PAS
671
Park Avenue Securities
New York
– -$616K -3,170 Closed
CCS
672
Concentric Capital Strategies
Connecticut
– -$436K -2,244 Closed
GAM
673
Gotham Asset Management
New York
– -$397K -2,042 Closed
MAM
674
Meeder Asset Management
Ohio
– -$295K -1,519 Closed
JIC
675
Johnson Investment Counsel
Ohio
– -$264K -1,356 Closed
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