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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
2
GIM
Generation Investment Management
United Kingdom
+$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
MAM
Majedie Asset Management
United Kingdom
+$99.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.2M
4
Invesco
Invesco
Georgia
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Silvercrest Asset Management
New York
$520K +$1.99K +11 +0.4%
BJL
352
Brighton Jones LLC
Washington
$514K -$6.34K -35 -1%
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K +$367K +2,028 +277%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$490K -$535K -2,955 -52%
NB
355
Nicolet Bankshares
Wisconsin
$488K -$46.6K -257 -9%
Tudor Investment Corp
356
Tudor Investment Corp
Connecticut
$487K -$868K -4,796 -64%
PTC
357
Private Trust Company
Ohio
$485K +$5.43K +30 +1%
HCMT
358
Highland Capital Management (Tennessee)
Tennessee
$483K – – –
SLF
359
Sun Life Financial
Ontario, Canada
$480K +$3.44K +19 +0.7%
MFW
360
Meristem Family Wealth
Minnesota
$479K – – –
BRWA
361
B. Riley Wealth Advisors
Florida
$475K -$350K -1,918 -42%
RIM
362
Redpoint Investment Management
Australia
$471K – – –
RE
363
RBC Europe
United Kingdom
$470K – – –
LIA
364
LS Investment Advisors
Michigan
$469K -$948K -5,229 -67%
Wealthfront Advisers
365
Wealthfront Advisers
California
$464K +$39.7K +219 +9%
VIA
366
Vident Investment Advisory
Georgia
$457K -$369K -2,035 -45%
DAM
367
Doheny Asset Management
California
$453K – – –
AF
368
Allworth Financial
California
$453K +$453K +2,500 New
V
369
Veritable
Delaware
$451K +$62.2K +343 +16%
JCIA
370
Jackson Creek Investment Advisors
Colorado
$436K -$5.07K -28 -1%
JCM
371
Janney Capital Management
Pennsylvania
$435K – – –
RJFSA
372
Raymond James Financial Services Advisors
Florida
$424K -$44.1K -243 -9%
JPMPWA
373
J.P. Morgan Private Wealth Advisors
California
$420K +$24.1K +133 +6%
OAM
374
Optimal Asset Management
California
$417K +$417K +2,301 New
DCM
375
Dupont Capital Management
Delaware
$416K -$128K -706 -24%
13 14
15
16 17