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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
2
GIM
Generation Investment Management
United Kingdom
+$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
MAM
Majedie Asset Management
United Kingdom
+$99.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.2M
4
Invesco
Invesco
Georgia
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
301
NewEdge Wealth
Pennsylvania
$929K +$929K +5,129 New
CPIG
302
Chicago Partners Investment Group
Illinois
$918K +$1.13K +5 +0.1%
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$887K -$1.45K -8 -0.2%
HB
304
Homrich & Berg
Georgia
$854K – – –
DWA
305
Douglass Winthrop Advisors
New York
$842K -$45.3K -250 -5%
BMSSC
306
B. Metzler seel. Sohn & Co
Germany
$831K +$49.6K +274 +6%
NIC
307
Northwest Investment Counselors
Oregon
$829K – – –
Mirae Asset Global Investments
308
Mirae Asset Global Investments
South Korea
$812K +$46.7K +258 +6%
QIM
309
Quantitative Investment Management
Virginia
$810K +$810K +4,477 New
CI
310
Cigna Investments
Connecticut
$795K +$9.78K +54 +1%
ST
311
Spinnaker Trust
Maine
$787K -$29.9K -165 -4%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$779K +$779K +4,300 New
FA
313
FDx Advisors
Illinois
$774K +$259K +1,433 +50%
ACM
314
AlphaCrest Capital Management
New York
$771K +$293K +1,619 +61%
B
315
BP
United Kingdom
$768K -$238K -1,314 -24%
CIS
316
Capital International Sarl
California
$761K +$68.1K +376 +10%
CI
317
CX Institutional
Indiana
$757K +$7.42K +41 +1%
IRF
318
IBM Retirement Fund
New York
$751K -$59.9K -331 -7%
FFG
319
Fortem Financial Group
California
$743K -$20.5K -113 -3%
NFGCM
320
Norman Fields Gottscho Capital Management
New York
$743K – – –
Swedbank
321
Swedbank
Sweden
$743K +$743K +4,102 New
OQS
322
Occudo Quantitative Strategies
Florida
$742K +$414K +2,287 +126%
IMRF
323
Illinois Municipal Retirement Fund
Illinois
$739K – – –
AL
324
Arnhold LLC
New York
$731K – – –
CB
325
Community Bank
New York
$725K – – –
11 12
13
14 15