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Equifax
EFX

Overview Fund Activity

535 hedge funds and large institutions have $14.2B invested in Equifax in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 186 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+14
Holders Change %
+2.69%
% of All Funds
12.25%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
52
Increased
167
Reduced
186
Closed
32
Calls
$88.6M
Puts
$63.2M
Net Calls
+$25.5M
Net Calls Change
-$153M

Top Buyers

1
SIG
Senator Investment Group
New York
$281M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$132M
3
Capital World Investors
Capital World Investors
California
$122M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
5
CCM
Cantillon Capital Management
New York
$314M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.27B
2
Capital Research Global Investors
Capital Research Global Investors
California
$388M
3
MG
Meritage Group
California
$0
4
Nomura Holdings
Nomura Holdings
Japan
$8.48M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
376
Ironwood Investment Counsel
Arizona
$323K – – –
GAM
377
Gotham Asset Management
New York
$317K -$41.1K -315 -11%
RG
378
Rathbones Group
United Kingdom
$317K +$54.3K +415 +21%
YMRC
379
Yorktown Management & Research Company
Virginia
$313K +$313K +2,400 New
TRCT
380
Tower Research Capital (TRC)
New York
$311K -$776K -5,938 -71%
PI
381
Pettee Investors
Connecticut
$309K – – –
PAG
382
Private Advisor Group
New Jersey
$309K +$97.3K +745 +46%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$307K – – –
P
384
Pitcairn
Pennsylvania
$306K -$5.48K -42 -2%
MCM
385
Manchester Capital Management
Vermont
$306K – – –
V
386
Veritable
Delaware
$305K +$18.8K +144 +7%
HFS
387
HL Financial Services
Kentucky
$299K – – –
AIP
388
Ameritas Investment Partners
Nebraska
$298K – – –
CIM
389
Contravisory Investment Management
Massachusetts
$298K +$298K +2,281 New
PTC
390
Private Trust Company
Ohio
$297K – – –
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$297K +$1.31K +10 +0.4%
HPC
392
HM Payson & Co
Maine
$293K – – –
GWM
393
GSB Wealth Management
Connecticut
$290K – – –
ECM
394
Everence Capital Management
Indiana
$284K – – –
AP
395
Advisor Partners
California
$277K +$21.8K +167 +9%
SMH
396
Sanders Morris Harris
Texas
$274K – – –
TCM
397
Twin Capital Management
Pennsylvania
$274K +$274K +2,101 New
BAC
398
Boys Arnold & Co
North Carolina
$271K – – –
AWE
399
Avidian Wealth Enterprises
Texas
$262K -$260K -1,994 -50%
NIT
400
NumerixS Investment Technologies
British Columbia, Canada
$262K +$262K +2,013 New
14 15
16
17 18