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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-20
Holders Change %
-3.85%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
51
Increased
160
Reduced
197
Closed
66
Calls
$63.6M
Puts
$37.3M
Net Calls
+$26.4M
Net Calls Change
-$6.87M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B
2
MCM
Melvin Capital Management
New York
$95.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
4
JIM
Jensen Investment Management
Oregon
$74.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$97.5M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$231M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$182M
3
Capital International Investors
Capital International Investors
California
$1.06B
4
SC
Samlyn Capital
New York
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
251
TD Private Client Wealth
New York
$909K +$867K +7,259 +2,045%
NMERB
252
New Mexico Educational Retirement Board
New Mexico
$908K -$209K -1,750 -19%
Creative Planning
253
Creative Planning
Kansas
$907K -$2.75K -23 -0.3%
RC
254
RegentAtlantic Capital
New Jersey
$905K -$19K -159 -2%
William Blair & Company
255
William Blair & Company
Illinois
$899K -$2.87K -24 -0.3%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$898K -$22.9K -192 -2%
CGH
257
Crossmark Global Holdings
Texas
$873K -$25.9K -217 -3%
BDS
258
Banco de Sabadell
Florida
$867K +$13K +109 +2%
UF
259
Univest Financial
Pennsylvania
$866K -$340K -2,849 -28%
Financial Engines Advisors
260
Financial Engines Advisors
California
$863K +$17.9K +150 +2%
RT
261
Rockland Trust
Massachusetts
$860K – – –
DCM
262
Donaldson Capital Management
Indiana
$839K -$26.9K -225 -3%
SIM
263
Sentry Investment Management
Wisconsin
$831K – – –
SF
264
Synovus Financial
Georgia
$822K +$9.44K +79 +1%
WAM
265
Weiss Asset Management
Massachusetts
$813K +$813K +6,808 New
TRCT
266
Tower Research Capital (TRC)
New York
$806K +$806K +6,748 New
AF
267
Allworth Financial
California
$804K +$804K +6,730 New
S
268
SignatureFD
Georgia
$801K +$65.7K +550 +9%
Marshall Wace
269
Marshall Wace
United Kingdom
$793K -$16.7M -139,687 -95%
BA
270
Bridgewater Associates
Connecticut
$792K +$792K +6,634 New
SDIC
271
South Dakota Investment Council
South Dakota
$783K -$1.08K -9 -0.1%
WSCM
272
Wellington Shields Capital Management
New York
$769K – – –
OCM
273
Oribel Capital Management
New York
$765K -$657K -5,500 -46%
FFBTD
274
First Financial Bank - Trust Division
Ohio
$756K -$23.9K -200 -3%
NMIMC
275
Northwestern Mutual Investment Management Company
Wisconsin
$756K +$194K +1,628 +35%
9 10
11
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