EFX icon

Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$230M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$195M
3
JIM
Jensen Investment Management
Oregon
+$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$88.4M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$379M
2
IFP
Independent Franchise Partners
United Kingdom
-$148M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$112M
4
MCM
Melvin Capital Management
New York
-$95.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
326
Eagle Ridge Investment Management
Connecticut
$503K – – –
BCV
327
Banque Cantonale Vaudoise
Switzerland
$498K +$223K +1,300 +81%
WAM
328
Wolverine Asset Management
Illinois
$497K +$199K +1,159 +67%
MFW
329
Meristem Family Wealth
Minnesota
$494K – – –
IRF
330
IBM Retirement Fund
New York
$486K +$1.03K +6 +0.2%
PG
331
Pendal Group
Australia
$483K – – –
NFG
332
Next Financial Group
Texas
$483K +$113K +656 +30%
SIS
333
Sound Income Strategies
Florida
$476K +$464K +2,696 +3,744%
CIM
334
Contravisory Investment Management
Massachusetts
$466K +$24.6K +145 +6%
TAM
335
Tocqueville Asset Management
New York
$464K -$43K -250 -8%
KeyBank National Association
336
KeyBank National Association
Ohio
$460K +$12.2K +71 +3%
SAM
337
Silvercrest Asset Management
New York
$455K – – –
WCM
338
Washington Capital Management
Washington
$447K – – –
Schroder Investment Management Group
339
Schroder Investment Management Group
United Kingdom
$447K +$22K +128 +5%
HI
340
Horizon Investments
North Carolina
$447K +$447K +2,602 New
PTC
341
Private Trust Company
Ohio
$445K +$22K +128 +5%
VI
342
Vestcor Inc
New Brunswick, Canada
$443K -$2.58K -15 -0.6%
FAAS
343
First Allied Advisory Services
California
$443K +$8.59K +50 +2%
RE
344
RBC Europe
United Kingdom
$442K – – –
DAM
345
Doheny Asset Management
California
$430K – – –
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$427K +$517 +3 +0.1%
Wealthfront Advisers
347
Wealthfront Advisers
California
$423K -$39K -227 -8%
AQR Capital Management
348
AQR Capital Management
Connecticut
$421K -$27.7K -164 -6%
JCM
349
Janney Capital Management
Pennsylvania
$413K – – –
HNB
350
Huntington National Bank
Ohio
$404K – – –
12 13
14
15 16