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Equifax

636 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Rathbones Group
United Kingdom
$56.2M -$3.47K -19 -0%
Barclays
52
Barclays
United Kingdom
$54.7M +$20.5M +111,998 +66%
N
53
Nuveen
North Carolina
$52.7M -$13M -71,166 -21%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$52.2M -$534K -2,922 -1%
Federated Hermes
55
Federated Hermes
Pennsylvania
$48.3M +$26.6M +145,399 +141%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$45.6M -$720K -3,941 -2%
William Blair Investment Management
57
William Blair Investment Management
Illinois
$45.5M -$24.3M -132,951 -36%
FCM
58
Frontier Capital Management
Massachusetts
$45M +$20.1M +110,016 +91%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$44.6M +$1.61M +8,823 +4%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$41M +$517K +2,828 +1%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$40M +$22M +120,406 +141%
TCM
62
TimesSquare Capital Management
New York
$38.4M +$3.62M +19,825 +11%
CVA
63
Ceredex Value Advisors
Florida
$37.2M +$35M +191,575 New
RJA
64
Raymond James & Associates
Florida
$35.6M +$1.17M +6,377 +4%
KCM
65
Kensico Capital Management
Connecticut
$34.6M +$32.5M +178,000 New
Deutsche Bank
66
Deutsche Bank
Germany
$34.1M +$1.28M +7,025 +4%
National Pension Service
67
National Pension Service
South Korea
$32.6M +$1.08M +5,887 +4%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$32.6M -$10.7M -58,680 -26%
AllianceBernstein
69
AllianceBernstein
Tennessee
$30.6M +$36.9K +202 +0.1%
Ameriprise
70
Ameriprise
Minnesota
$30.4M -$7.3M -39,937 -20%
Amundi
71
Amundi
France
$30.3M +$10.8M +59,334 +72%
ZIC
72
ZWJ Investment Counsel
Georgia
$30.2M -$613K -3,356 -2%
MGIM
73
M&G Investment Management
United Kingdom
$29M +$446K +2,441 +2%
Principal Financial Group
74
Principal Financial Group
Iowa
$28.9M -$673K -3,681 -2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$26.6M -$25.6K -140 -0.1%