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Equifax
EFX

Overview Fund Activity

519 hedge funds and large institutions have $15.9B invested in Equifax in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
177
Reduced
155
Closed
34
Calls
$90.1M
Puts
$56.9M
Net Calls
+$33.2M
Net Calls Change
-$2.82M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$452M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.2M
4
SC
Samlyn Capital
New York
+$62M
5
LPC
Lone Pine Capital
Connecticut
+$53.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$283M
2
ECU
Egerton Capital (UK)
United Kingdom
-$148M
3
MWA
Marshall Wace Asia
Hong Kong
-$135M
4
TCI Fund Management
TCI Fund Management
United Kingdom
-$110M
5
IFP
Independent Franchise Partners
United Kingdom
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
351
Osborn Williams & Donohoe
Ohio
$336K -$14K -100 -4%
JCM
352
Janney Capital Management
Pennsylvania
$336K – – –
BAM
353
Blueshift Asset Management
New Jersey
$333K +$333K +2,378 New
PA
354
Profund Advisors
Maryland
$332K +$36.1K +257 +12%
HNB
355
Huntington National Bank
Ohio
$329K – – –
WSFS
356
Wilmington Savings Fund Society
Delaware
$329K – – –
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$329K – – –
MCM
358
MAI Capital Management
Ohio
$328K – – –
MCM
359
Manchester Capital Management
Vermont
$328K – – –
IIC
360
Ironwood Investment Counsel
Arizona
$326K -$2.94K -21 -0.9%
PTC
361
Private Trust Company
Ohio
$326K +$7.13K +51 +2%
ECM
362
Everence Capital Management
Indiana
$324K -$346K -2,464 -52%
BF
363
BOK Financial
Oklahoma
$322K -$3.5K -25 -1%
AP
364
Advisor Partners
California
$320K +$47K +313 +17%
QCM
365
Quantinno Capital Management
New York
$318K +$318K +2,268 New
HPC
366
HM Payson & Co
Maine
$311K – – –
GWM
367
GSB Wealth Management
Connecticut
$311K – – –
AIP
368
Ameritas Investment Partners
Nebraska
$298K – – –
BNP Paribas Asset Management
369
BNP Paribas Asset Management
France
$295K -$79.1K -564 -21%
VI
370
Vestcor Inc
New Brunswick, Canada
$294K +$294K +2,099 New
FAAS
371
First Allied Advisory Services
California
$292K +$28.1K +198 +11%
WJWM
372
Williams Jones Wealth Management
New York
$287K – – –
BFA
373
Bragg Financial Advisors
North Carolina
$283K – – –
MML Investors Services
374
MML Investors Services
Massachusetts
$280K +$4.48K +32 +2%
MME
375
Meag Munich Ergo
Germany
$279K -$843K -6,068 -75%
13 14
15
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