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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 %
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$3.46M -$1.56M -8,515 -31%
BFO
202
Biltmore Family Office
North Carolina
$3.4M +$22.9K +125 +0.7%
Twin Tree Management
203
Twin Tree Management
Texas
$3.38M +$2.49M +13,618 +282%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$3.35M +$201K +1,098 +6%
ProShare Advisors
205
ProShare Advisors
Maryland
$3.24M -$162K -882 -5%
CB
206
Commerce Bank
Missouri
$3.23M -$10.3K -56 -0.3%
YCM
207
Yousif Capital Management
Michigan
$3.18M -$80.1K -437 -2%
LIP
208
Lighthouse Investment Partners
Florida
$3.18M +$3.18M +17,359 New
SL
209
Sentry LLC
Tennessee
$3.17M – – –
MOACM
210
Mutual of America Capital Management
New York
$3.15M -$85.9K -469 -3%
BCFS
211
Butensky & Cohen Financial Security
Florida
$3.15M +$98.2K +536 +3%
Adage Capital Partners
212
Adage Capital Partners
Massachusetts
$3.11M -$7.36M -40,200 -70%
SAM
213
Shell Asset Management
Netherlands
$3.07M -$52.8K -288 -2%
AM
214
AGF Management
Ontario, Canada
$3.06M – – –
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$3.03M -$72.6K -396 -2%
TIM
216
Thompson Investment Management
Wisconsin
$3.02M -$43.6K -238 -1%
HWM
217
HB Wealth Management
Georgia
$2.96M -$4.21K -23 -0.1%
LA
218
Legacy Advisors
Pennsylvania
$2.86M +$295K +1,609 +11%
BCM
219
Brown Capital Management
Maryland
$2.85M – – –
NW
220
NewEdge Wealth
Pennsylvania
$2.82M +$231K +1,262 +9%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$2.81M -$2.67M -14,551 -49%
TAMH
222
Taikang Asset Management (HK)
Hong Kong
$2.78M – – –
CIC
223
Crawford Investment Counsel
Georgia
$2.77M -$9.16K -50 -0.3%
AP
224
Arlington Partners
Alabama
$2.74M +$2.67M +14,560 +3,551%
AT
225
Arlington Trust
Alabama
$2.74M +$2.74M +14,970 New
7 8
9
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