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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 %
SC
676
Sierra Capital
Florida
$2K +$2K +6 New
LWA
677
Lenox Wealth Advisors
New York
$2K +$2K +6 New
WPWM
678
Western Pacific Wealth Management
Illinois
$2K +$2K +7 New
CAC
679
Core Alternative Capital
Georgia
$2K +$2K +7 New
PCG
680
Private Capital Group
Connecticut
$1K – – –
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$1K +$1K +3 New
S
682
Surevest
California
$1K +$1K +3 New
CAL
683
Capital Advisors Ltd
Ohio
$1K +$1K +3 New
CSWM
684
Cassady Schiller Wealth Management
Ohio
$1K +$1K +4 New
SCA
685
Stonebridge Capital Advisors
Minnesota
$1K +$1K +4 New
AAP
686
Arax Advisory Partners
Colorado
$1K +$1K +5 New
CWS
687
Confluence Wealth Services
Pennsylvania
$1K +$1K +5 New
WA
688
WestEnd Advisors
North Carolina
$292 +$292 +1 New
CP
689
Castleview Partners
Texas
$60 +$60 +17,567 New
BBHC
690
Brown Brothers Harriman & Co
New York
$9 – – –
Balyasny Asset Management
691
Balyasny Asset Management
Illinois
– -$26M -102,760 Closed
BAM
692
Blueshift Asset Management
New Jersey
– -$7.62M -30,058 Closed
TC
693
TwinBeech Capital
New York
– -$7.5M -29,580 Closed
ACI
694
AMP Capital Investors
Australia
– -$7.15M -28,220 Closed
BAS
695
Brown Advisory Securities
Maryland
– -$6.63M -26,148 Closed
Capital Fund Management (CFM)
696
Capital Fund Management (CFM)
France
– -$6.6M -26,052 Closed
ECM
697
ExodusPoint Capital Management
New York
– -$6.26M -24,698 Closed
DA
698
Duality Advisers
Florida
– -$5.97M -23,545 Closed
PCH
699
Polar Capital Holdings
United Kingdom
– -$4.98K -19,658 Closed
NIPH
700
NN Investment Partners Holdings
Netherlands
– -$4.31M -17,001 Closed
26 27
28
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