EFX icon

Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-20
Holders Change %
-3.85%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
51
Increased
160
Reduced
197
Closed
66
Calls
$63.6M
Puts
$37.3M
Net Calls
+$26.4M
Net Calls Change
-$6.87M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$438M
2
MCM
Melvin Capital Management
New York
+$95.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.7M
4
JIM
Jensen Investment Management
Oregon
+$60.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$49.8M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$139M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$82.3M
3
Capital International Investors
Capital International Investors
California
-$64.7M
4
SC
Samlyn Capital
New York
-$62M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$59.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
351
RBC Europe
United Kingdom
$307K – – –
FAAS
352
First Allied Advisory Services
California
$302K +$56.4K +472 +23%
VIA
353
Vident Investment Advisory
Georgia
$299K -$61.1K -512 -17%
JF
354
JSF Financial
California
$297K +$297K +2,487 New
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$296K +$15.2K +127 +5%
QT
356
Quantbot Technologies
New York
$296K +$296K +2,480 New
II
357
Inspire Investing
Idaho
$293K -$54.4K -455 -16%
PTC
358
Private Trust Company
Ohio
$293K +$15.2K +128 +5%
V
359
Veritable
Delaware
$287K -$37.7K -316 -12%
JCM
360
Janney Capital Management
Pennsylvania
$287K – – –
OWD
361
Osborn Williams & Donohoe
Ohio
$287K – – –
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$282K +$282K +2,477 New
HNB
363
Huntington National Bank
Ohio
$281K – – –
CIBC World Market
364
CIBC World Market
Ontario, Canada
$281K +$281K +2,352 New
MCM
365
Manchester Capital Management
Vermont
$280K – – –
IIC
366
Ironwood Investment Counsel
Arizona
$278K – – –
MML Investors Services
367
MML Investors Services
Massachusetts
$277K +$38.1K +319 +16%
ECM
368
Everence Capital Management
Indiana
$276K – – –
PP
369
Paloma Partners
Connecticut
$274K +$274K +2,293 New
CIC
370
Cornercap Investment Counsel
Georgia
$265K -$2.92M -24,507 -92%
HPC
371
HM Payson & Co
Maine
$265K – – –
GWM
372
GSB Wealth Management
Connecticut
$265K – – –
IG
373
ING Group
Netherlands
$264K +$264K +2,212 New
NFG
374
Next Financial Group
Texas
$258K +$41.8K +349 +19%
MCM
375
MAI Capital Management
Ohio
$250K -$30K -251 -11%
13 14
15
16 17