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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 %
PCS
701
Personal CFO Solutions
New Jersey
– -$236K -1,002 Closed
AAM
702
Auxier Asset Management
Oregon
– -$235K -1,000 Closed
WTB
703
Washington Trust Bank
Washington
– -$235K -1,000 Closed
CG
704
Clarus Group
Texas
– -$235K -1,000 Closed
NFG
705
Nadler Financial Group
Illinois
– -$235K -1,000 Closed
IAA
706
Independent Advisor Alliance
North Carolina
– -$233K -991 Closed
TWM
707
Thrive Wealth Management
Pennsylvania
– -$232K -987 Closed
SF
708
Summit Financial
New Jersey
– -$227K -964 Closed
CAAS
709
Capital Asset Advisory Services
Michigan
– -$223K -941 Closed
MLFP
710
MPS Loria Financial Planners
Illinois
– -$220K -935 Closed
PFS
711
Prospera Financial Services
Texas
– -$219K -926 Closed
SC
712
Sepio Capital
Utah
– -$218K -925 Closed
PVM
713
Palogic Value Management
Texas
– -$217K -923 Closed
MA
714
MJP Associates
Connecticut
– -$217K -920 Closed
JWCA
715
J.W. Cole Advisors
Florida
– -$213K -904 Closed
VFA
716
Valeo Financial Advisors
Indiana
– -$211K -896 Closed
VVP
717
Venture Visionary Partners
Ohio
– -$210K -893 Closed
IAN
718
Integrated Advisors Network
Texas
– -$209K -887 Closed
MWM
719
Modera Wealth Management
New Jersey
– -$204K -869 Closed
AIM
720
Achmea Investment Management
Netherlands
– -$69K -294 Closed
OP
721
ORG Partners
Indiana
– -$45.4K -198 Closed
CFO
722
CVA Family Office
Colorado
– -$45.6K -194 Closed
SSG
723
Summit Securities Group
New York
– -$38K -160 Closed
FAM
724
Fred Alger Management
New York
– -$24.5K -104 Closed
CYG
725
Clean Yield Group
Vermont
– -$21.4K -91 Closed
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