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Equifax
EFX

Overview Fund Activity

663 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.5B
2
BlackRock
2
BlackRock
New York
$1.82B
3
VAM
3
Veritas Asset Management
United Kingdom
$328M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.31B
5
CVA
5
Ceredex Value Advisors
Florida
$101M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$461M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.5M
4
FCM
4
Farallon Capital Management
California
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
651
Centerpoint Advisors
Massachusetts
$1K – – –
CMP
652
Coston McIsaac & Partners
Maine
$1K – – –
GI
653
Gradient Investments
Minnesota
$733 -$1.28K -7 -64%
JGIA
654
Jackson Grant Investment Advisers
Connecticut
$733 – – –
DWA
655
Delos Wealth Advisors
Texas
$414 – – –
TWD
656
True Wealth Design
Ohio
$367 – – –
UFF
657
USA Financial Formulas
Michigan
$366 – – –
HWP
658
Highline Wealth Partners
California
$366 – – –
AWM
659
Avior Wealth Management
Nebraska
$366 – – –
CPG
660
Cornerstone Planning Group
New Jersey
$366 +$366 +2 New
CTC
661
Central Trust Company
Missouri
$184 – – –
M
662
MOTCO
Texas
$183 -$183 -1 -50%
CTA
663
Colonial Trust Advisors
South Carolina
$183 – – –
FCM
664
Farallon Capital Management
California
– -$249M -1,058,697 Closed
DCP
665
Durable Capital Partners
Maryland
– -$72.9M -309,848 Closed
PCM
666
Palestra Capital Management
New York
– -$65.8M -279,740 Closed
Artisan Partners
667
Artisan Partners
Wisconsin
– -$53.8M -228,841 Closed
CGI
668
Comgest Global Investors
France
– -$23.7M -100,896 Closed
SSA
669
Schonfeld Strategic Advisors
New York
– -$10.2M -43,448 Closed
EWM
670
Elevatus Welath Management
New York
– -$4.73M -20,086 Closed
PI
671
PEAK6 Investments
Illinois
– -$3.59M -15,245 Closed
AAF
672
Andra AP-fonden
Sweden
– -$3.47M -14,742 Closed
PMAM
673
Picton Mahoney Asset Management
Ontario, Canada
– -$2.71M -11,533 Closed
BC
674
Brookfield Corp
Ontario, Canada
– -$2.49M -10,584 Closed
D.E. Shaw & Co
675
D.E. Shaw & Co
New York
– -$1.66M -7,044 Closed
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