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Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $17.6B invested in Equifax in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+31
Holders Change %
+5.95%
% of All Funds
11.17%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
80
Increased
183
Reduced
162
Closed
47
Calls
$49.6M
Puts
$51.2M
Net Calls
-$1.51M
Net Calls Change
-$49.7M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$431M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$149M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$246M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$322M
5
JCM
Junto Capital Management
New York
$60.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.74B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.56B
3
IFP
Independent Franchise Partners
United Kingdom
$30M
4
Capital Research Global Investors
Capital Research Global Investors
California
$127M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
376
LVW Advisors
New York
$398K +$398K +2,534 New
VI
377
Vestcor Inc
New Brunswick, Canada
$395K -$9.1K -58 -2%
VIA
378
Vident Investment Advisory
Georgia
$392K -$94K -600 -19%
DAM
379
Doheny Asset Management
California
$392K – – –
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$389K – – –
WP
381
WealthSource Partners
California
$380K -$388K -2,475 -51%
JCM
382
Janney Capital Management
Pennsylvania
$377K – – –
Wealthfront Advisers
383
Wealthfront Advisers
California
$372K -$13.5K -86 -3%
HF
384
HRT Financial
New York
$372K +$372K +2,372 New
HNB
385
Huntington National Bank
Ohio
$369K – – –
AA
386
Ancora Advisors
Ohio
$366K – – –
GCP
387
GSA Capital Partners
United Kingdom
$364K +$364K +2,320 New
CAAS
388
Capital Asset Advisory Services
Michigan
$362K +$133K +847 +58%
SIS
389
Sound Income Strategies
Florida
$356K -$78.5K -500 -18%
JPMPWA
390
J.P. Morgan Private Wealth Advisors
California
$353K +$22.6K +144 +7%
HPC
391
HM Payson & Co
Maine
$350K +$1.89K +12 +0.5%
GWM
392
GSB Wealth Management
Connecticut
$348K – – –
IMRF
393
Illinois Municipal Retirement Fund
Illinois
$348K +$348K +2,219 New
SP
394
Symmetry Partners
Connecticut
$340K +$340K +2,164 New
Assenagon Asset Management
395
Assenagon Asset Management
Luxembourg
$338K -$786K -5,010 -70%
V
396
Veritable
Delaware
$338K – – –
MCM
397
Manchester Capital Management
Vermont
$337K -$30.4K -194 -8%
IIC
398
Ironwood Investment Counsel
Arizona
$337K -$28.4K -181 -8%
WJWM
399
Williams Jones Wealth Management
New York
$333K +$11.8K +75 +4%
MML Investors Services
400
MML Investors Services
Massachusetts
$332K +$82.8K +528 +33%
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16
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