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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 %
PP
676
Pacifica Partners
Canada
$2K 10 – –
GKIM
677
GW&K Investment Management
Massachusetts
$2K 7 +7 New
MA
678
MCF Advisors
Kentucky
$2K 10 +10 New
SC
679
Schubert & Co
Texas
$1K 6 -7 -54%
PCG
680
Private Capital Group
Connecticut
$1K 3 – –
LWA
681
Lenox Wealth Advisors
New York
$1K 6 – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$1K 3 – –
CWC
683
Carolinas Wealth Consulting
North Carolina
$1K 6 – –
TFM
684
TFC Financial Management
Massachusetts
$1K 6 – –
S
685
Surevest
California
$1K 3 – –
SC
686
Sierra Capital
Florida
$1K 6 – –
WPWM
687
Western Pacific Wealth Management
Illinois
$1K 8 +1 +14%
SIC
688
SJS Investment Consulting
Ohio
$1K 3 +3 New
BC
689
Burleson & Co
California
$1K 4 +4 New
MCM
690
Melvin Capital Management
New York
– – -1,505,000 Closed
SIG
691
Senator Investment Group
New York
– – -355,000 Closed
Lord, Abbett & Co
692
Lord, Abbett & Co
New Jersey
– – -152,346 Closed
Point72 Asset Management
693
Point72 Asset Management
Connecticut
– – -128,100 Closed
HSC
694
Harbor Spring Capital
New York
– – -104,230 Closed
N
695
Natixis
France
– – -79,569 Closed
Qube Research & Technologies (QRT)
696
Qube Research & Technologies (QRT)
United Kingdom
– – -52,250 Closed
CGPCS
697
Capital Group Private Client Services
California
– – -47,450 Closed
CP
698
Castleview Partners
Texas
– – -17,567 Closed
FIS
699
Fundsmith Investment Services
Mauritius
– – -14,038 Closed
ZIM
700
Zacks Investment Management
Illinois
– – -10,242 Closed
26 27
28
29 30