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Equifax
EFX

Overview Fund Activity

652 hedge funds and large institutions have $28.4B invested in Equifax in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+26
Holders Change %
+4.15%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
70
Increased
222
Reduced
210
Closed
39
Calls
$230M
Puts
$125M
Net Calls
+$105M
Net Calls Change
+$113M

Top Buyers

1
BlackRock
BlackRock
New York
+$273M
2
MCM
Melvin Capital Management
New York
+$211M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$122M
4
FCM
Farallon Capital Management
California
+$98.4M
5
VanEck Associates
VanEck Associates
New York
+$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$574M
2
GIM
Generation Investment Management
United Kingdom
-$469M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$108M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
326
E. Ohman J:or Asset Management
Sweden
$1.39M – – –
SDIC
327
South Dakota Investment Council
South Dakota
$1.36M – – –
1WM
328
1900 Wealth Management
Texas
$1.34M – – –
KAS
329
Kestra Advisory Services
Texas
$1.33M +$676K +2,666 +103%
FG
330
Fiduciary Group
Georgia
$1.33M -$310K -1,145 -19%
UF
331
Univest Financial
Pennsylvania
$1.33M – – –
BPA
332
Beacon Pointe Advisors
California
$1.33M +$211K +834 +19%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$1.32M -$253 -1 -0%
HAG
334
HighPoint Advisor Group
Illinois
$1.29M +$185K +729 +17%
PIC
335
PCJ Investment Counsel
Ontario, Canada
$1.27M +$1.27M +5,000 New
SVWAG
336
Sound View Wealth Advisors Group
Georgia
$1.24M – – –
JAM
337
Jupiter Asset Management
United Kingdom
$1.24M +$1.24M +4,883 New
VPIM
338
Vanguard Personalized Indexing Management
California
$1.21M +$92K +363 +8%
HB
339
Homrich & Berg
Georgia
$1.17M – – –
BMSSC
340
B. Metzler seel. Sohn & Co
Germany
$1.16M – – –
GC
341
Gratus Capital
Georgia
$1.15M – – –
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$1.14M +$322K +1,272 +39%
FFG
343
Fortem Financial Group
California
$1.14M +$14.4K +57 +1%
NIC
344
Northwest Investment Counselors
Oregon
$1.14M -$25.4K -100 -2%
CPIG
345
Chicago Partners Investment Group
Illinois
$1.14M +$3.86K +14 +0.3%
MML Investors Services
346
MML Investors Services
Massachusetts
$1.13M +$174K +688 +18%
BRWA
347
B. Riley Wealth Advisors
Florida
$1.12M +$446K +1,772 +67%
CI
348
CX Institutional
Indiana
$1.08M +$6.84K +27 +0.6%
EI
349
Ethic Inc
New York
$1.06M +$121K +479 +13%
CIS
350
Capital International Sarl
California
$1.06M -$60K -237 -5%
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