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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
+$438M
2
MCM
Melvin Capital Management
New York
+$95.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.7M
4
JIM
Jensen Investment Management
Oregon
+$60.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$49.8M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$139M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$82.3M
3
Capital International Investors
Capital International Investors
California
-$64.7M
4
SC
Samlyn Capital
New York
-$62M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$59.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
301
Douglass Winthrop Advisors
New York
$585K – – –
WP
302
WealthSource Partners
California
$567K +$90.8K +761 +19%
QCM
303
Quantinno Capital Management
New York
$557K +$286K +2,392 +105%
HB
304
Homrich & Berg
Georgia
$549K -$5.38K -45 -1%
BAM
305
Blueshift Asset Management
New Jersey
$549K +$265K +2,218 +93%
ST
306
Spinnaker Trust
Maine
$538K -$22.7K -190 -4%
CPIG
307
Chicago Partners Investment Group
Illinois
$520K -$3.2K -25 -0.6%
Rafferty Asset Management
308
Rafferty Asset Management
New York
$518K -$1.86M -15,601 -78%
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$516K +$112K +941 +28%
NFGCM
310
Norman Fields Gottscho Capital Management
New York
$514K – – –
CIA
311
Capital Investment Advisors
Georgia
$494K -$16K -134 -3%
CI
312
CX Institutional
Indiana
$482K -$477 -4 -0.1%
AL
313
Arnhold LLC
New York
$482K +$482K +4,037 New
RJFSA
314
Raymond James Financial Services Advisors
Florida
$480K -$189K -1,581 -28%
CB
315
Community Bank
New York
$478K – – –
FCI
316
Financial Counselors Inc
Kansas
$462K – – –
ETC
317
Exchange Traded Concepts
Oklahoma
$460K -$478 -4 -0.1%
AP
318
Advisor Partners
California
$446K +$191K +1,603 +75%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$438K +$95.7K +802 +28%
Simplex Trading
320
Simplex Trading
Illinois
$411K +$411K +3,447 New
CI
321
Cigna Investments
Connecticut
$409K +$17.9K +150 +5%
WSFS
322
Wilmington Savings Fund Society
Delaware
$399K +$118K +990 +42%
PAM
323
Panagora Asset Management
Massachusetts
$397K -$81.4K -681 -17%
SLF
324
Sun Life Financial
Ontario, Canada
$395K +$14.8K +124 +4%
BAM
325
Barrett Asset Management
New York
$394K – – –
11 12
13
14 15