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Equifax
EFX

Overview Fund Activity

652 hedge funds and large institutions have $28.4B invested in Equifax in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+26
Holders Change %
+4.15%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
70
Increased
222
Reduced
210
Closed
39
Calls
$230M
Puts
$125M
Net Calls
+$105M
Net Calls Change
+$113M

Top Buyers

1
BlackRock
BlackRock
New York
+$273M
2
MCM
Melvin Capital Management
New York
+$211M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$122M
4
FCM
Farallon Capital Management
California
+$98.4M
5
VanEck Associates
VanEck Associates
New York
+$84.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$574M
2
GIM
Generation Investment Management
United Kingdom
-$469M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$108M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFGCM
351
Norman Fields Gottscho Capital Management
New York
$1.04M – – –
NAM
352
NorthCoast Asset Management
Connecticut
$1.02M -$46.6K -184 -4%
CB
353
Community Bank
New York
$1.01M – – –
NL
354
NWAM LLC
Washington
$1.01M – – –
American Century Companies
355
American Century Companies
Missouri
$993K +$93.8K +370 +10%
SAM
356
Sabadell Asset Management
Spain
$991K – – –
Impax Asset Management Group
357
Impax Asset Management Group
United Kingdom
$984K -$507 -2 -0.1%
AWP
358
Accretive Wealth Partners
New Jersey
$982K +$29.1K +115 +3%
ST
359
Spinnaker Trust
Maine
$975K – – –
FCI
360
Financial Counselors Inc
Kansas
$973K +$3.3K +13 +0.3%
CI
361
Cigna Investments
Connecticut
$970K – – –
AWM
362
AE Wealth Management
Kansas
$970K +$42.6K +168 +5%
LA
363
LVW Advisors
New York
$968K +$30.4K +120 +3%
PAMP
364
Polar Asset Management Partners
Ontario, Canada
$936K -$152K -599 -14%
MFW
365
Meristem Family Wealth
Minnesota
$936K +$266K +1,048 +40%
AWM
366
Aevitas Wealth Management
Massachusetts
$934K +$121K +478 +15%
CCP
367
Corient Capital Partners
California
$884K +$47.7K +188 +6%
CIA
368
Capital Investment Advisors
Georgia
$875K -$2.79K -11 -0.3%
IRF
369
IBM Retirement Fund
New York
$873K +$3.04K +12 +0.3%
CAAS
370
Capital Asset Advisory Services
Michigan
$864K +$6.85K +27 +0.8%
WT
371
Washington Trust
Rhode Island
$856K – – –
AP
372
Advisor Partners
California
$846K +$1.52K +6 +0.2%
BAM
373
Barrett Asset Management
New York
$836K – – –
SLF
374
Sun Life Financial
Ontario, Canada
$829K +$195K +769 +31%
LS
375
Livforsakringsbolaget Skandia
Sweden
$820K +$253K +1,000 +45%
13 14
15
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