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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 %
NL
326
NWAM LLC
Washington
$725K – – –
Impax Asset Management Group
327
Impax Asset Management Group
United Kingdom
$704K +$24.8K +137 +4%
FCI
328
Financial Counselors Inc
Kansas
$693K -$5.07K -28 -0.7%
LA
329
LVW Advisors
New York
$691K +$214K +1,182 +45%
WAM
330
World Asset Management
Michigan
$679K -$50.2K -219 -7%
Simplex Trading
331
Simplex Trading
Illinois
$677K -$1.8M -9,954 -73%
AWP
332
Accretive Wealth Partners
New Jersey
$627K +$43.1K +238 +7%
CIA
333
Capital Investment Advisors
Georgia
$614K -$27.2K -150 -4%
WT
334
Washington Trust
Rhode Island
$612K – – –
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$600K -$9.06K -50 -1%
BAM
336
Barrett Asset Management
New York
$598K – – –
AP
337
Advisor Partners
California
$587K -$7.79K -43 -1%
AWM
338
Aevitas Wealth Management
Massachusetts
$580K +$104K +574 +22%
UIM
339
USS Investment Management
United Kingdom
$571K – – –
CCP
340
Corient Capital Partners
California
$556K +$20.5K +113 +4%
CAAS
341
Capital Asset Advisory Services
Michigan
$549K +$76.9K +425 +16%
WI
342
Wedgewood Investors
Pennsylvania
$548K – – –
VanEck Associates
343
VanEck Associates
New York
$548K +$548K +3,023 New
PAMP
344
Polar Asset Management Partners
Ontario, Canada
$546K +$546K +3,016 New
Wolverine Trading
345
Wolverine Trading
Illinois
$535K -$371K -2,027 -41%
ERIM
346
Eagle Ridge Investment Management
Connecticut
$530K – – –
MML Investors Services
347
MML Investors Services
Massachusetts
$529K +$113K +622 +27%
American Century Companies
348
American Century Companies
Missouri
$528K +$165K +911 +45%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$526K – – –
AWM
350
Aberdeen Wealth Management
Illinois
$525K -$3.62K -20 -0.7%
12 13
14
15 16