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Equifax
EFX

Overview Fund Activity

471 hedge funds and large institutions have $10.5B invested in Equifax in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-64
Holders Change %
-11.96%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
51
Increased
149
Reduced
179
Closed
109
Calls
$70.9M
Puts
$31.1M
Net Calls
+$39.9M
Net Calls Change
+$14.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$647M
2
Capital International Investors
Capital International Investors
California
+$350M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M
4
FCM
Farallon Capital Management
California
+$124M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$79.3M

Top Sellers

1
SIG
Senator Investment Group
New York
-$281M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$185M
3
MWNA
Marshall Wace North America
New York
-$169M
4
BlackRock
BlackRock
New York
-$154M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
351
Yorktown Management & Research Company
Virginia
$224K – – –
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$222K +$10.2K +110 +5%
PI
353
Pettee Investors
Connecticut
$221K – – –
AWM
354
Alterna Wealth Management
Texas
$220K +$220K +1,600 New
HNB
355
Huntington National Bank
Ohio
$214K -$48.9K -526 -19%
HFS
356
HL Financial Services
Kentucky
$213K – – –
CIC
357
Carnegie Investment Counsel
Ohio
$212K +$212K +2,277 New
GWM
358
GSB Wealth Management
Connecticut
$207K – – –
PTC
359
Private Trust Company
Ohio
$205K -$6.87K -74 -3%
ECM
360
Everence Capital Management
Indiana
$202K – – –
AIP
361
Ameritas Investment Partners
Nebraska
$198K -$15K -161 -7%
JA
362
JOYN Advisors
Georgia
$169K +$7.53K +81 +5%
LTFS
363
Ladenburg Thalmann Financial Services
Florida
$158K +$49.3K +528 +45%
GWM
364
Geneos Wealth Management
Colorado
$143K -$9.25K -100 -6%
SO
365
STRS Ohio
Ohio
$141K – – –
QI
366
QS Investors
New York
$137K – – –
MGIA
367
Moneta Group Investment Advisors
Missouri
$131K +$131K +1,407 New
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$129K +$18.4K +198 +17%
BWA
369
Burt Wealth Advisors
Maryland
$125K – – –
BCA
370
Berman Capital Advisors
Georgia
$122K +$122K +1,315 New
Simplex Trading
371
Simplex Trading
Illinois
$119K +$68K +735 +133%
VFA
372
Valeo Financial Advisors
Indiana
$115K – – –
CFG
373
Citizens Financial Group
Rhode Island
$110K -$11.7K -125 -10%
RIM
374
Rampart Investment Management
Connecticut
$106K -$129K -1,386 -55%
TL
375
TrueWealth LLC
Georgia
$101K – – –
13 14
15
16 17