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Equifax
EFX

Overview Fund Activity

628 hedge funds and large institutions have $20.6B invested in Equifax in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 259 increasing their positions, 201 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
-65
Holders Change %
-9.38%
% of All Funds
10.62%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
48
Increased
259
Reduced
201
Closed
102
Calls
$73.9M
Puts
$80.3M
Net Calls
-$6.38M
Net Calls Change
-$141M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$866M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.29B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$850M
5
Harris Associates
Harris Associates
Illinois
$273M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$164M
2
BlackRock
BlackRock
New York
$1.63B
3
Alkeon Capital Management
Alkeon Capital Management
New York
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$475M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
701
Neo Ivy Capital Management
New York
– -$106K -444 Closed
LAS
702
Lloyd Advisory Services
Georgia
– -$101K -427 Closed
Koshinski Asset Management
703
Koshinski Asset Management
Illinois
– -$96K -405 Closed
CLOS
704
Compagnie Lombard Odier SCmA
Switzerland
– -$78K -330 Closed
GFP
705
Gryphon Financial Partners
Ohio
– -$75K -317 Closed
SLWA
706
San Luis Wealth Advisors
California
– -$60K -204 Closed
Jones Financial Companies
707
Jones Financial Companies
Missouri
– -$46K -193 Closed
T
708
TCWP
Ohio
– -$41K -174 Closed
O
709
Ossiam
France
– -$32K -137 Closed
GAM
710
Gemmer Asset Management
California
– -$28K -119 Closed
BFC
711
Bedel Financial Consulting
Indiana
– -$24K -100 Closed
MFA
712
McClarren Financial Advisors
Pennsylvania
– -$23K -98 Closed
TFO
713
Tarbox Family Office
California
– -$22K -92 Closed
GIA
714
GHP Investment Advisors
Colorado
– -$20K -84 Closed
EFS
715
Econ Financial Services
Pennsylvania
– -$12K -50 Closed
TAIM
716
TD Ameritrade Investment Management
Nebraska
– -$10K -41 Closed
TWC
717
TD Waterhouse Canada
Ontario, Canada
– -$8.51K -29 Closed
CI
718
Cordant Inc
Oregon
– -$5K -23 Closed
LTI
719
Laffer Tengler Investments
Tennessee
– -$5.22K -22 Closed
LCM
720
Logan Capital Management
Pennsylvania
– -$4K -18 Closed
Loomis, Sayles & Company
721
Loomis, Sayles & Company
Massachusetts
– -$3K -12 Closed
SC
722
Sierra Capital
Florida
– -$1K -6 Closed
BC
723
Burleson & Co
California
– -$1K -4 Closed
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