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Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$230M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$195M
3
JIM
Jensen Investment Management
Oregon
+$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$88.4M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$379M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$112M
4
MCM
Melvin Capital Management
New York
-$95.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$957K +$8.08K +47 +0.9%
BDS
277
Banco de Sabadell
Florida
$954K -$302K -1,748 -24%
RFC
278
Regions Financial Corp
Alabama
$947K – – –
OCM
279
Oribel Capital Management
New York
$945K -$155K -900 -14%
VAS
280
Vestmark Advisory Solutions
Massachusetts
$935K -$28.5K -166 -3%
DTL
281
Dynamic Technology Lab
Singapore
$933K -$699K -4,069 -43%
FG
282
Fiduciary Group
Georgia
$933K – – –
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$894K – – –
BBVA
284
Banco Bilbao Vizcaya Argentaria
Spain
$874K +$130K +757 +17%
GC
285
Guggenheim Capital
Illinois
$866K -$67.5K -393 -7%
SVWAG
286
Sound View Wealth Advisors Group
Georgia
$847K -$1.72K -10 -0.2%
DWA
287
Douglass Winthrop Advisors
New York
$842K – – –
WP
288
WealthSource Partners
California
$842K +$25.8K +150 +3%
GH
289
GAM Holding
Switzerland
$828K -$55.6K -332 -6%
FC
290
FORA Capital
Florida
$821K +$821K +4,776 New
HB
291
Homrich & Berg
Georgia
$792K +$2.58K +15 +0.3%
NIC
292
Northwest Investment Counselors
Oregon
$788K -$153K -891 -16%
ST
293
Spinnaker Trust
Maine
$775K – – –
BA
294
Bridgewater Associates
Connecticut
$760K -$381K -2,214 -33%
NFGCM
295
Norman Fields Gottscho Capital Management
New York
$739K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
296
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$734K -$619K -3,600 -46%
BRWA
297
B. Riley Wealth Advisors
Florida
$733K -$165K -955 -18%
CIA
298
Capital Investment Advisors
Georgia
$710K -$344 -2 -0%
CI
299
CX Institutional
Indiana
$704K +$9.46K +55 +1%
AL
300
Arnhold LLC
New York
$694K – – –
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