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Equifax
EFX

Overview Fund Activity

519 hedge funds and large institutions have $15.9B invested in Equifax in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
177
Reduced
155
Closed
34
Calls
$90.1M
Puts
$56.9M
Net Calls
+$33.2M
Net Calls Change
-$2.82M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$452M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.2M
4
SC
Samlyn Capital
New York
+$62M
5
LPC
Lone Pine Capital
Connecticut
+$53.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$283M
2
ECU
Egerton Capital (UK)
United Kingdom
-$148M
3
MWA
Marshall Wace Asia
Hong Kong
-$135M
4
TCI Fund Management
TCI Fund Management
United Kingdom
-$110M
5
IFP
Independent Franchise Partners
United Kingdom
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
Nicolet Bankshares
Wisconsin
$443K -$14.7K -105 -3%
VIA
327
Vident Investment Advisory
Georgia
$423K -$117K -834 -22%
WI
328
Wedgewood Investors
Pennsylvania
$420K – – –
BJL
329
Brighton Jones LLC
Washington
$419K -$2.66K -19 -0.6%
ERIM
330
Eagle Ridge Investment Management
Connecticut
$410K – – –
AG
331
Advisor Group
Arizona
$407K -$106K -761 -21%
II
332
Inspire Investing
Idaho
$407K +$52.8K +377 +15%
AWM
333
Aberdeen Wealth Management
Illinois
$406K +$406K +2,900 New
PRC
334
Pearl River Capital
Michigan
$405K +$208K +1,485 +106%
QT
335
Quantamental Technologies
New York
$405K +$405K +2,887 New
MFW
336
Meristem Family Wealth
Minnesota
$403K – – –
KeyBank National Association
337
KeyBank National Association
Ohio
$402K -$35.2K -251 -8%
KRSITF
338
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$402K +$2.24K +16 +0.6%
CCP
339
Corient Capital Partners
California
$393K +$3.92K +28 +1%
SMH
340
Sanders Morris Harris
Texas
$391K – – –
V
341
Veritable
Delaware
$381K +$19.1K +136 +5%
TAM
342
Tocqueville Asset Management
New York
$378K +$28K +200 +8%
BCV
343
Banque Cantonale Vaudoise
Switzerland
$378K +$378K +2,700 New
SAM
344
Silvercrest Asset Management
New York
$371K -$62.7K -447 -14%
CIM
345
Contravisory Investment Management
Massachusetts
$371K +$4.21K +30 +1%
JPMPWA
346
J.P. Morgan Private Wealth Advisors
California
$361K +$24.8K +177 +7%
RE
347
RBC Europe
United Kingdom
$360K – – –
Wealthfront Advisers
348
Wealthfront Advisers
California
$353K -$13.6K -97 -4%
DAM
349
Doheny Asset Management
California
$350K – – –
BFM
350
Boothbay Fund Management
New York
$348K +$348K +2,483 New
12 13
14
15 16