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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 %
JIC
726
Johnson Investment Counsel
Ohio
– – -842 Closed
MPM
727
MBB Public Markets
Illinois
– – -841 Closed
EN1L
728
Engine No 1 LLC
California
– – -836 Closed
PCM
729
Presidio Capital Management
California
– – -826 Closed
Citadel Advisors
730
Citadel Advisors
Florida
– – -817 Closed
BTW
731
Boston Trust Walden
Massachusetts
– – -816 Closed
IIM
732
Ipswich Investment Management
Massachusetts
– – -804 Closed
AWM
733
Apollon Wealth Management
South Carolina
– – -802 Closed
CFG
734
Citizens Financial Group
Rhode Island
– – -800 Closed
IFWM
735
Institute for Wealth Management
Colorado
– – -795 Closed
SCM
736
Shelton Capital Management
Colorado
– – -794 Closed
KPWS
737
Kestra Private Wealth Services
Texas
– – -771 Closed
HWIS
738
Hancock Whitney Investment Services
Louisiana
– – -771 Closed
MJP
739
Michael J. Puzo
– – -750 Closed
ACM
740
Allred Capital Management
Texas
– – -750 Closed
GCM
741
Graham Capital Management
Connecticut
– – -741 Closed
PI
742
PFS Investments
Georgia
– – -735 Closed
BA
743
Ballast Advisors
Minnesota
– – -725 Closed
CC
744
Capital Counsel
New York
– – -700 Closed
JF
745
JSF Financial
California
– – -699 Closed
GA
746
GraniteShares Advisors
New York
– – -611 Closed
DFCM
747
Dark Forest Capital Management
Puerto Rico
– – -374 Closed
TSWM
748
Tyler-Stone Wealth Management
Ohio
– – -255 Closed
IAG
749
Investmark Advisory Group
Connecticut
– – -213 Closed
TCOV
750
Trust Company of Vermont
Vermont
– – -200 Closed
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