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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 %
LTFS
401
Ladenburg Thalmann Financial Services
Florida
$201K -$9.89K -70 -5%
ACA
402
Atlas Capital Advisors
Wyoming
$199K +$199K +1,413 New
PRC
403
Pearl River Capital
Michigan
$197K +$177K +1,260 +887%
GWM
404
Geneos Wealth Management
Colorado
$190K – – –
BWA
405
Burt Wealth Advisors
Maryland
$188K – – –
WT
406
Whittier Trust
California
$172K +$29.9K +212 +21%
SBSB
407
Sullivan, Bruyette, Speros & Blaney
Virginia
$169K +$169K +1,200 New
BCA
408
Berman Capital Advisors
Georgia
$168K -$140 -1 -0.1%
NFG
409
Next Financial Group
Texas
$168K +$44.4K +316 +36%
VFA
410
Valeo Financial Advisors
Indiana
$155K -$32.4K -230 -17%
TL
411
TrueWealth LLC
Georgia
$153K +$141 +1 +0.1%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$128K -$4.23K -30 -3%
SPIA
413
Steward Partners Investment Advisory
New York
$117K – – –
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$116K +$27.3K +194 +31%
CFG
415
Citizens Financial Group
Rhode Island
$115K -$42.9K -306 -27%
HFM
416
Harvest Fund Management
China
$112K +$112K +799 New
PFBT
417
Parkside Financial Bank & Trust
Missouri
$111K +$422 +3 +0.4%
BCI
418
Brinker Capital Investments
Pennsylvania
$103K – – –
SIC
419
Salem Investment Counselors
North Carolina
$98K – – –
PK
420
Pflug Koory
Nebraska
$98K – – –
First Manhattan
421
First Manhattan
New York
$97K – – –
TC
422
Truvestments Capital
Florida
$91K – – –
QCG
423
Quadrant Capital Group
Ohio
$84K +$2.07K +15 +3%
APA
424
American Portfolios Advisors
New York
$81.9K +$8.72K +62 +12%
IA
425
IFP Advisors
Florida
$81K +$81K +570 New
15 16
17
18 19