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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 %
DCM
326
Dupont Capital Management
Delaware
$393K +$393K +3,289 New
PSUF
327
People's United Financial
Connecticut
$373K -$9.07K -76 -2%
NB
328
Nicolet Bankshares
Wisconsin
$363K -$15K -125 -4%
WI
329
Wedgewood Investors
Pennsylvania
$358K – – –
BJL
330
Brighton Jones LLC
Washington
$358K +$359 +3 +0.1%
TAM
331
Tocqueville Asset Management
New York
$352K +$29.8K +250 +9%
DAM
332
Doheny Asset Management
California
$350K – – –
ERIM
333
Eagle Ridge Investment Management
Connecticut
$350K – – –
AWM
334
Aberdeen Wealth Management
Illinois
$346K – – –
MFW
335
Meristem Family Wealth
Minnesota
$344K – – –
CCP
336
Corient Capital Partners
California
$343K +$7.42K +62 +2%
S
337
Seeyond
France
$338K -$114K -3,882 -25%
IRF
338
IBM Retirement Fund
New York
$337K +$127K +1,067 +61%
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$336K +$336K +2,813 New
PG
340
Pendal Group
Australia
$336K +$253K +2,121 +307%
JPMPWA
341
J.P. Morgan Private Wealth Advisors
California
$330K +$21.6K +181 +7%
LIA
342
LS Investment Advisors
Michigan
$323K -$73.9K -619 -19%
NIM
343
NuWave Investment Management
New Jersey
$322K +$172K +1,444 +115%
Wealthfront Advisers
344
Wealthfront Advisers
California
$321K +$20.2K +169 +7%
AQR Capital Management
345
AQR Capital Management
Connecticut
$317K +$317K +2,653 New
SAM
346
Silvercrest Asset Management
New York
$316K – – –
KeyBank National Association
347
KeyBank National Association
Ohio
$311K -$31.5K -264 -9%
CIM
348
Contravisory Investment Management
Massachusetts
$311K -$5.5K -46 -2%
WCM
349
Washington Capital Management
Washington
$311K +$95.7K +800 +44%
VI
350
Vestcor Inc
New Brunswick, Canada
$310K +$59K +493 +23%
12 13
14
15 16