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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $16B invested in Equifax in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 167 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
42
Increased
167
Reduced
165
Closed
48
Calls
$104M
Puts
$68.2M
Net Calls
+$36M
Net Calls Change
+$16.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$432M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$692M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84.3M
4
CII
Capital International Inc
California
$58.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$48.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
GIM
Generation Investment Management
United Kingdom
$313M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$110M
4
FCM
Farallon Capital Management
California
$89.3M
5
Capital International Investors
Capital International Investors
California
$1.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
376
Wealthstreet Investment Advisors
Texas
$258K – – –
AP
377
Advisor Partners
California
$256K +$23.2K +165 +10%
FHB
378
First Hawaiian Bank
Hawaii
$255K – – –
CC
379
ClearArc Capital
Ohio
$254K +$1.97K +14 +0.8%
SCM
380
Shapiro Capital Management
Georgia
$253K – – –
DCM
381
Dupont Capital Management
Delaware
$253K +$253K +1,800 New
MYAM
382
Meiji Yasuda Asset Management
Japan
$248K – – –
HI
383
Horizon Investments
North Carolina
$246K -$246K -1,745 -50%
P
384
Pitcairn
Pennsylvania
$244K -$16.2K -115 -6%
MERSOM
385
Municipal Employees' Retirement System of Michigan
Michigan
$239K +$5.62K +40 +2%
PCA
386
Personal Capital Advisors
California
$233K +$11.4K +81 +5%
LS
387
Livforsakringsbolaget Skandia
Sweden
$230K – – –
BAC
388
Boys Arnold & Co
North Carolina
$229K – – –
NG
389
NatWest Group
United Kingdom
$228K -$444K -3,160 -66%
RC
390
Roundview Capital
New Jersey
$226K – – –
DDPIC
391
Deroy & Devereaux Private Investment Counsel
Michigan
$225K – – –
TTWM
392
TCV Trust & Wealth Management
Virginia
$225K – – –
UCFA
393
United Capital Financial Advisors
Texas
$220K +$3.66K +26 +2%
RIM
394
Rampart Investment Management
Connecticut
$216K -$8.46K -60 -4%
PNC
395
Park National Corp
Ohio
$216K -$4.92K -35 -2%
MIS
396
Morningstar Investment Services
Illinois
$215K -$283K -2,011 -57%
SFG
397
SNS Financial Group
Minnesota
$208K – – –
WSTAM
398
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$205K +1,458 New
QI
399
QS Investors
New York
$203K – – –
IAA
400
Independent Advisor Alliance
North Carolina
$201K -$15.5K -110 -7%
14 15
16
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