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Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $12B invested in Equifax in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 188 increasing their positions, 194 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
14.73%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
62
Increased
188
Reduced
194
Closed
42
Calls
$8M
Puts
$3.97M
Net Calls
+$4.03M
Net Calls Change
+$4.16M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$731M
2
Capital World Investors
Capital World Investors
California
$114M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
4
AIM
abrdn Investment Management
United Kingdom
$95.5M
5
Credit Agricole
Credit Agricole
France
$48M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$687M
2
Boston Partners
Boston Partners
Massachusetts
$253M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$451M
4
BAM
Burgundy Asset Management
Ontario, Canada
$188M
5
Invesco
Invesco
Georgia
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGCM
351
Prescott Group Capital Management
Oklahoma
$687K – – –
LIA
352
LS Investment Advisors
Michigan
$665K -$877K -7,671 -57%
BF
353
BOK Financial
Oklahoma
$662K -$29.5K -258 -4%
PAM
354
Paradigm Asset Management
New York
$651K -$57.1K -500 -8%
ECM
355
Everence Capital Management
Indiana
$644K – – –
CCA
356
Catalyst Capital Advisors
New York
$640K +$640K +5,605 New
NIC
357
Northwest Investment Counselors
Oregon
$637K -$36.8K -322 -5%
CIBC World Market
358
CIBC World Market
Ontario, Canada
$629K -$848K -7,419 -57%
WSCM
359
Wellington Shields Capital Management
New York
$629K – – –
DC
360
Deere & Company
Illinois
$628K +$628K +5,497 New
HNB
361
Huntington National Bank
Ohio
$624K +$79.1K +851 +15%
ST
362
Spinnaker Trust
Maine
$617K – – –
SCM
363
Shelton Capital Management
Colorado
$614K +$11.4K +100 +2%
Neuberger Berman Group
364
Neuberger Berman Group
New York
$614K +$47.9K +419 +8%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$614K +$107K +934 +21%
AP
366
Appleton Partners
Massachusetts
$600K +$171K +1,500 +40%
SF
367
Synovus Financial
Georgia
$599K -$7.1K -62 -1%
BC
368
Brinker Capital
Pennsylvania
$587K +$125K +1,094 +27%
FG
369
Fiduciary Group
Georgia
$575K +$34.3K +300 +6%
IMAS
370
ID Management A/S
Denmark
$571K +$286K +2,500 +100%
NB
371
Nicolet Bankshares
Wisconsin
$570K – – –
PTC
372
Private Trust Company
Ohio
$565K -$5.03K -44 -0.9%
Mackenzie Financial
373
Mackenzie Financial
Ontario, Canada
$558K – – –
Baird Financial Group
374
Baird Financial Group
Wisconsin
$552K – – –
P
375
Pitcairn
Pennsylvania
$543K +$92.2K +806 +20%
13 14
15
16 17