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Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $12B invested in Equifax in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 188 increasing their positions, 194 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
14.73%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
62
Increased
188
Reduced
194
Closed
42
Calls
$8M
Puts
$3.97M
Net Calls
+$4.03M
Net Calls Change
+$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$731M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$497M
4
AIM
4
abrdn Investment Management
United Kingdom
$95.5M
5
Credit Agricole
5
Credit Agricole
France
$48M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$687M
2
Boston Partners
2
Boston Partners
Massachusetts
$253M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$451M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$188M
5
Invesco
5
Invesco
Georgia
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
376
Pettee Investors
Connecticut
$542K – – –
JIC
377
Johnson Investment Counsel
Ohio
$540K +$26.6K +233 +5%
AB
378
Amalgamated Bank
New York
$540K +$129K +1,126 +31%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$518K -$1.6M -14,019 -76%
WKWM
380
Walter & Keenan Wealth Management
Indiana
$513K – – –
MCM
381
McKinley Capital Management
Alaska
$513K – – –
RFC
382
Regions Financial Corp
Alabama
$510K -$30.4K -266 -6%
MC
383
Miles Capital
Iowa
$505K -$6.4K -56 -1%
TMAM
384
Tokio Marine Asset Management
Japan
$502K +$2.97K +26 +0.6%
BW
385
Bison Wealth
Georgia
$491K – – –
JIP
386
Jaffetilchin Investment Partners
Florida
$487K -$596K -5,211 -55%
DWA
387
Dorsey Wright & Associates
California
$487K +$487K +4,259 New
UCFA
388
United Capital Financial Advisors
Texas
$472K -$29.5K -254 -6%
RHBC
389
R.H. Bluestein & Co
Michigan
$457K -$114K -1,000 -20%
KFS
390
Kurt F. Somerville
$457K -$114K -1,000 -20%
OMCS
391
Old Mutual Customised Solutions
South Africa
$457K – – –
NL
392
NWAM LLC
Washington
$457K – – –
CA
393
Commerzbank Aktiengesellschaft
Germany
$443K -$509K -4,450 -53%
MYAM
394
Meiji Yasuda Asset Management
Japan
$438K +$26.3K +230 +6%
AT
395
Arden Trust
Delaware
$437K +$4K +35 +0.9%
WSA
396
Wall Street Associates
California
$435K – – –
BJL
397
Brighton Jones LLC
Washington
$431K -$48.2K -422 -10%
MYLI
398
Meiji Yasuda Life Insurance
Japan
$427K +$50.2K +440 +13%
LTFS
399
Ladenburg Thalmann Financial Services
Florida
$418K -$493K -4,317 -54%
Two Sigma Advisers
400
Two Sigma Advisers
New York
$413K +$413K +3,610 New
14 15
16
17 18