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Equifax
EFX

Overview Fund Activity

471 hedge funds and large institutions have $10.5B invested in Equifax in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-64
Holders Change %
-11.96%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
51
Increased
149
Reduced
179
Closed
109
Calls
$70.9M
Puts
$31.1M
Net Calls
+$39.9M
Net Calls Change
+$14.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$647M
2
Capital International Investors
Capital International Investors
California
+$350M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M
4
FCM
Farallon Capital Management
California
+$124M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$79.3M

Top Sellers

1
SIG
Senator Investment Group
New York
-$281M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$185M
3
MWNA
Marshall Wace North America
New York
-$169M
4
BlackRock
BlackRock
New York
-$154M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$25K -$5.15K -54 -17%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K – – –
GWS
403
Glassman Wealth Services
Virginia
$24K -$372 -4 -2%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$23K -$4.81K -51 -17%
LNB
405
Ledyard National Bank
$22K – – –
PMFA
406
Plante Moran Financial Advisors
Michigan
$22K – – –
PAMU
407
Pictet Asset Management (UK)
United Kingdom
$21.5K +$10.3K +110,397 +92%
CIA
408
CSat Investment Advisory
Michigan
$21K +$12.2K +129 +139%
MCM
409
MV Capital Management
Maryland
$19K – – –
VAIA
410
Virtus Alternative Investment Advisers
Connecticut
$19K – – –
YWP
411
YorkBridge Wealth Partners
New York
$19K – – –
CBOA
412
Commonwealth Bank of Australia
Australia
$19K +$9.46K +111 +99%
Schroder Investment Management Group
413
Schroder Investment Management Group
United Kingdom
$18K -$293 -3,150 -2%
AssetMark Inc
414
AssetMark Inc
California
$17K -$2.18K -24 -11%
FHB
415
First Hawaiian Bank
Hawaii
$16K -$13.3K -147 -45%
AF
416
Advisornet Financial
Minnesota
$16K – – –
CA
417
Claro Advisors
Massachusetts
$15K +$15K +118 New
PA
418
Parallel Advisors
California
$14K +$4.31K +49 +45%
FC
419
Ferris Capital
Massachusetts
$12K – – –
MOS
420
MGO One Seven
Ohio
$12K +$12K +130 New
PRC
421
Pearl River Capital
Michigan
$12K +$12K +131 New
WANY
422
Wealthspire Advisors (New York)
New York
$11K +$11K +116 New
GEA
423
Glen Eagle Advisors
New Jersey
$10.5K – – –
CCM
424
Cribstone Capital Management
Maine
$10K – – –
Federated Hermes
425
Federated Hermes
Pennsylvania
$9K -$128K -1,349 -93%
15 16
17
18 19