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Equifax
EFX

Overview Fund Activity

626 hedge funds and large institutions have $26.7B invested in Equifax in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+41
Holders Change %
+7.01%
% of All Funds
10.93%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
89
Increased
204
Reduced
189
Closed
44
Calls
$57.3M
Puts
$65.1M
Net Calls
-$7.79M
Net Calls Change
-$10.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
2
AC
AKO Capital
United Kingdom
$326M
3
Morgan Stanley
Morgan Stanley
New York
$234M
4
Citadel Advisors
Citadel Advisors
Florida
$69.7M
5
Holocene Advisors
Holocene Advisors
New York
$66.1M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.73B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$643M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.68B
5
Capital International Investors
Capital International Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
IG
251
ING Group
Netherlands
$2.39M +$1.9M +7,932 +384%
TRCT
252
Tower Research Capital (TRC)
New York
$2.37M -$477K -1,992 -17%
WSC
253
Wellington Shields & Co
New York
$2.36M – – –
ZIM
254
Zacks Investment Management
Illinois
$2.35M +$2.35M +9,797 New
RMCM
255
Reynders McVeigh Capital Management
Massachusetts
$2.33M +$28.7K +120 +1%
AF
256
Aldebaran Financial
$2.31M – – –
Creative Planning
257
Creative Planning
Kansas
$2.3M -$239K -996 -9%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$2.28M – – –
DHFB
259
Dixon Hubard Feinour & Brown
Virginia
$2.27M -$2.34M -9,773 -51%
PIM
260
Penobscot Investment Management
Massachusetts
$2.25M – – –
LT
261
Lindsell Train
United Kingdom
$2.25M – – –
BFM
262
Boothbay Fund Management
New York
$2.23M +$2.23M +9,300 New
TC
263
Telemus Capital
Michigan
$2.2M -$157K -654 -7%
CWM
264
Cornerstone Wealth Management
Missouri
$2.17M – – –
BHC
265
Bowen Hanes & Co
Florida
$2.06M -$57.3K -239 -3%
CWM
266
CIBC World Markets
New York
$2.02M -$758K -3,165 -27%
S
267
Seeyond
France
$2.02M +$9.1K +38 +0.5%
SF
268
Synovus Financial
Georgia
$2M +$3.84K +16 +0.2%
AC
269
Avestar Capital
New York
$1.97M +$435K +1,816 +28%
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$1.94M +$95.8K +400 +5%
SEC
271
Seven Eight Capital
New York
$1.92M -$2.92M -12,200 -60%
LA
272
Legacy Advisors
Pennsylvania
$1.87M – – –
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$1.84M -$12K -50 -0.6%
FL
274
Fort LP
Maryland
$1.83M -$78.1K -326 -4%
RC
275
RegentAtlantic Capital
New Jersey
$1.83M -$10.1K -42 -0.5%
9 10
11
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