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Equifax
EFX

Overview Fund Activity

488 hedge funds and large institutions have $13.6B invested in Equifax in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
164
Reduced
157
Closed
43
Calls
$47.5M
Puts
$70.2M
Net Calls
-$22.7M
Net Calls Change
-$62.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$439M
2
GIM
Generation Investment Management
United Kingdom
+$303M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
5
SIG
Senator Investment Group
New York
+$101M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$675M
2
UIM
USS Investment Management
United Kingdom
-$140M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$86.8M
4
EC
Eminence Capital
New York
-$63.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
351
Conning Inc
Connecticut
$286K – – –
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$284K +$1.78K +15 +0.6%
JPMPWA
353
J.P. Morgan Private Wealth Advisors
California
$283K +$283K +2,387 New
PI
354
Pettee Investors
Connecticut
$281K – – –
WSFS
355
Wilmington Savings Fund Society
Delaware
$278K -$142K -1,200 -34%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$278K -$16.9K -143 -6%
MCM
357
Manchester Capital Management
Vermont
$278K – – –
PA
358
Profund Advisors
Maryland
$274K +$274K +2,311 New
HNB
359
Huntington National Bank
Ohio
$273K – – –
V
360
Veritable
Delaware
$272K -$14.9K -126 -5%
TAM
361
Tiverton Asset Management
Delaware
$272K +$272K +2,298 New
HFS
362
HL Financial Services
Kentucky
$271K – – –
CIC
363
Carnegie Investment Counsel
Ohio
$270K – – –
PTC
364
Private Trust Company
Ohio
$266K +$4.5K +38 +2%
GWM
365
GSB Wealth Management
Connecticut
$263K – – –
AIP
366
Ameritas Investment Partners
Nebraska
$252K – – –
RIM
367
Redpoint Investment Management
Australia
$251K +$251K +2,114 New
SMH
368
Sanders Morris Harris
Texas
$249K +$249K +2,100 New
TCM
369
Teza Capital Management
Illinois
$248K +$248K +2,096 New
CC
370
ClearArc Capital
Ohio
$242K +$242K +2,039 New
WJA
371
Williams Jones & Associates
New York
$242K +$242K +2,045 New
Cerity Partners
372
Cerity Partners
New York
$237K -$106K -891 -31%
AWE
373
Avidian Wealth Enterprises
Texas
$237K +$237K +2,000 New
BFA
374
Bragg Financial Advisors
North Carolina
$237K +$237K +2,000 New
P
375
Pitcairn
Pennsylvania
$231K +$231K +1,948 New
13 14
15
16 17