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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.63B +$36.1M +197,756 +1%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.25B -$157M -861,358 -7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.74B +$715M +3,910,202 +78%
BlackRock
4
BlackRock
New York
$1.64B -$51.5M -281,941 -3%
Capital International Investors
5
Capital International Investors
California
$1.44B +$452M +2,472,621 +50%
Morgan Stanley
6
Morgan Stanley
New York
$1.02B +$97.9M +535,644 +11%
GIM
7
Generation Investment Management
United Kingdom
$932M -$4.19M -22,901 -0.5%
State Street
8
State Street
Massachusetts
$901M +$2.76M +15,093 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$773M -$82.5M -451,448 -10%
Invesco
10
Invesco
Georgia
$507M +$16.6M +90,582 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$476M +$11.4M +62,568 +3%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$461M -$5.16M -28,214 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$387M -$116M -635,276 -24%
CCM
14
Cantillon Capital Management
New York
$385M -$6.55M -35,858 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$356M +$72.7M +397,897 +28%
FCM
16
Farallon Capital Management
California
$331M -$15.1M -82,600 -5%
JIM
17
Jensen Investment Management
Oregon
$313M +$13.5M +73,605 +5%
Harris Associates
18
Harris Associates
Illinois
$278M -$16.1M -88,142 -6%
Northern Trust
19
Northern Trust
Illinois
$236M +$712K +3,895 +0.3%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$235M +$33M +180,760 +18%
AC
21
AKO Capital
United Kingdom
$234M -$153M -835,708 -41%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$233M +$89.6M +490,171 +69%
Norges Bank
23
Norges Bank
Norway
$230M +$23.8M +130,088 +12%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$215M -$14.5M -79,356 -7%
Bessemer Group
25
Bessemer Group
New Jersey
$176M -$2.16M -11,823 -1%