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Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.6B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$274M
3
JIM
Jensen Investment Management
Oregon
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.91B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
IFP
Independent Franchise Partners
United Kingdom
$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
$242M
4
MCM
Melvin Capital Management
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
351
SG Americas Securities
New York
$403K -$998K -5,801 -71%
MCM
352
Manchester Capital Management
Vermont
$403K – – –
AA
353
Ancora Advisors
Ohio
$401K +$401K +2,333 New
IIC
354
Ironwood Investment Counsel
Arizona
$400K – – –
WSFS
355
Wilmington Savings Fund Society
Delaware
$386K -$187K -1,090 -33%
SPC
356
Sigma Planning Corp
Michigan
$385K +$385K +2,238 New
GWM
357
GSB Wealth Management
Connecticut
$381K – – –
HPC
358
HM Payson & Co
Maine
$381K – – –
V
359
Veritable
Delaware
$370K -$42.9K -250 -10%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$367K -$3.32M -19,291 -90%
AC
361
Allstate Corporation
Illinois
$364K +$18.6K +108 +5%
JPMPWA
362
J.P. Morgan Private Wealth Advisors
California
$361K -$113K -657 -24%
SMH
363
Sanders Morris Harris
Texas
$361K +$361K +2,100 New
ECM
364
Everence Capital Management
Indiana
$355K – – –
WJWM
365
Williams Jones Wealth Management
New York
$351K – – –
BFA
366
Bragg Financial Advisors
North Carolina
$344K -$3.96K -23 -1%
AIP
367
Ameritas Investment Partners
Nebraska
$340K – – –
PI
368
Pettee Investors
Connecticut
$339K – – –
WIA
369
Wealthstreet Investment Advisors
Texas
$327K – – –
RIM
370
Redpoint Investment Management
Australia
$324K +$324K +1,885 New
BNP Paribas Asset Management
371
BNP Paribas Asset Management
France
$314K -$24.1K -140 -7%
CDH
372
Charles D. Hyman
$314K +$314K +1,828 New
HFM
373
Harvest Fund Management
China
$313K – – –
SCM
374
Shapiro Capital Management
Georgia
$309K – – –
CI
375
Conning Inc
Connecticut
$307K -$9.28K -54 -3%
13 14
15
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