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Equifax
EFX

Overview Fund Activity

472 hedge funds and large institutions have $10B invested in Equifax in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
162
Reduced
176
Closed
22
Calls
$4.34M
Puts
$2.75M
Net Calls
+$1.59M
Net Calls Change
-$532K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Boston Partners
2
Boston Partners
Massachusetts
$295M
3
EAM
3
EverPoint Asset Management
Connecticut
$23.1M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$934M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$825M
2
JIM
2
Jensen Investment Management
Oregon
$124M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$544M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$487M
5
State Street
5
State Street
Massachusetts
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
401
PartnerRe Asset Management
Connecticut
$209K -$37.2K -383 -15%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$204K +$204K +2,098 +104,900%
DDPIC
403
Deroy & Devereaux Private Investment Counsel
Michigan
$204K +$204K +2,100 New
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$204K – – –
ST
405
Smithfield Trust
Pennsylvania
$194K – – –
HPBT
406
High Point Bank & Trust
North Carolina
$189K – – –
BWA
407
Burt Wealth Advisors
Maryland
$186K – – –
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$3.4K -35 -2%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$163K -$571K -5,897 -78%
FNBT
410
FineMark National Bank & Trust
Florida
$161K +$4.85K +50 +3%
MCM
411
MV Capital Management
Maryland
$155K +$155K +1,600 New
WA
412
WFG Advisors
Texas
$150K +$4.84K +50 +3%
Schroder Investment Management Group
413
Schroder Investment Management Group
United Kingdom
$146K – – –
PG
414
PEAK6 Group
Illinois
$142K +$142K +1,467 New
W
415
Wealthfront
California
$136K +$13.3K +137 +11%
EWM
416
Evercore Wealth Management
New York
$135K – – –
DADC
417
D.A. Davidson & Co
Montana
$126K -$19.3K -200 -13%
JIC
418
Joel Isaacson & Co
New York
$116K – – –
IPC
419
Independent Portfolio Consultants
Florida
$111K -$86.9K -896 -44%
MAM
420
Mizuho Asset Management
Japan
$109K +$21.3K +219 +24%
S
421
SignatureFD
Georgia
$103K – – –
ARMT
422
Amica Retiree Medical Trust
Rhode Island
$97K – – –
WT
423
Whittier Trust
California
$97K – – –
PAIA
424
Park Avenue Institutional Advisers
New York
$78K +$78K +806 New
CBOA
425
Commonwealth Bank of Australia
Australia
$70K +$2.04K +21 +3%
15 16
17
18 19