Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HIM
Hermes Investment Management’s
Equifax
EFX
Stock Holding History
Hermes Investment Management’s Portfolio
EFX Stock Details
EFX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Sell
-230,430
Closed
-$31.7M
–
223
2017
Q2
$31.7M
Sell
230,430
-14,629
-6%
-$2.01M
0.52%
76
2017
Q1
$33.5M
Buy
245,059
+6,568
+3%
+$835K
0.54%
75
2016
Q4
$28.2M
Buy
238,491
+58,544
+33%
+$7.16M
0.48%
80
2016
Q3
$24.2M
Sell
179,947
-23,498
-12%
-$3.12M
0.41%
90
2016
Q2
$26.1M
Sell
203,445
-107,746
-35%
-$13.1M
0.53%
80
2016
Q1
$36.3M
Sell
311,191
-53,212
-15%
-$5.6M
0.76%
46
2015
Q4
$40.6M
Buy
364,403
+17,129
+5%
+$1.85M
0.92%
31
2015
Q3
$33.7M
Buy
347,274
+21,245
+7%
+$2.11M
0.87%
37
2015
Q2
$31.7M
Buy
326,029
+5,947
+2%
+$580K
0.71%
59
2015
Q1
$29.8M
Buy
320,082
+50,155
+19%
+$4.45M
0.69%
58
2014
Q4
$21.8M
Sell
269,927
-86,754
-24%
-$6.71M
0.56%
80
2014
Q3
$26.7M
Buy
356,681
+7,759
+2%
+$591K
0.68%
67
2014
Q2
$25.3M
Sell
348,922
-72,191
-17%
-$5.07M
0.7%
66
2014
Q1
$28.6M
Sell
421,113
-14,422
-3%
-$1.01M
0.9%
56
2013
Q4
$30.1M
Sell
435,535
-14,126
-3%
-$919K
0.92%
55
2013
Q3
$26.9M
Buy
449,661
+56,818
+14%
+$3.5M
0.91%
55
2013
Q2
$23.1M
Buy
+392,843
New
+$23.7M
0.9%
50
Other funds holding EFX
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
CCM
Cantillon Capital Management
New York
$15.1B AUM
23.54%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close