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Equifax
EFX

Overview Fund Activity

472 hedge funds and large institutions have $10B invested in Equifax in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
162
Reduced
176
Closed
22
Calls
$4.34M
Puts
$2.75M
Net Calls
+$1.59M
Net Calls Change
-$532K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Boston Partners
2
Boston Partners
Massachusetts
$295M
3
EAM
3
EverPoint Asset Management
Connecticut
$23.1M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$934M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$825M
2
JIM
2
Jensen Investment Management
Oregon
$124M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$544M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$487M
5
State Street
5
State Street
Massachusetts
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
326
Regions Financial Corp
Alabama
$487K +$70.1K +722 +17%
WKWM
327
Walter & Keenan Wealth Management
Indiana
$485K – – –
RHBC
328
R.H. Bluestein & Co
Michigan
$485K – – –
KFS
329
Kurt F. Somerville
$485K – – –
Baird Financial Group
330
Baird Financial Group
Wisconsin
$474K +$474K +4,878 New
Nordea Investment Management
331
Nordea Investment Management
Sweden
$470K +$93.7K +965 +25%
GH
332
GAM Holding
Switzerland
$465K +$76.9K +791 +20%
GAM
333
Gotham Asset Management
New York
$464K +$464K +4,781 New
PI
334
Pettee Investors
Connecticut
$460K – – –
FG
335
Fiduciary Group
Georgia
$459K +$459K +4,728 New
HighTower Advisors
336
HighTower Advisors
Illinois
$445K +$445K +4,577 New
QT
337
Quantbot Technologies
New York
$433K -$437K -4,510 -50%
NIMI
338
Natixis Investment Managers International
France
$431K +$393K +4,043 +1,031%
AB
339
Amalgamated Bank
New York
$423K -$509K -5,234 -55%
BW
340
Bison Wealth
Georgia
$417K – – –
AGM
341
Alpine Global Management
New York
$394K +$394K +4,058 New
UCFA
342
United Capital Financial Advisors
Texas
$389K +$96.7K +995 +33%
NL
343
NWAM LLC
Washington
$388K – – –
OMCS
344
Old Mutual Customised Solutions
South Africa
$388K +$48.5K +500 +14%
ST
345
Sabal Trust
Florida
$381K – – –
BJL
346
Brighton Jones LLC
Washington
$380K +$1.07K +11 +0.3%
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$377K +$3.89K +40 +1%
SFM
348
Signet Financial Management
New Jersey
$375K +$3.98K +41 +1%
DTL
349
Dynamic Technology Lab
Singapore
$372K +$101K +1,036 +37%
Fuller & Thaler Asset Management
350
Fuller & Thaler Asset Management
California
$350K +$214K +2,200 +157%
12 13
14
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