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Equifax
EFX

Overview Fund Activity

519 hedge funds and large institutions have $15.9B invested in Equifax in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
177
Reduced
155
Closed
34
Calls
$90.1M
Puts
$56.9M
Net Calls
+$33.2M
Net Calls Change
-$2.82M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$452M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.2M
4
SC
Samlyn Capital
New York
+$62M
5
LPC
Lone Pine Capital
Connecticut
+$53.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$283M
2
ECU
Egerton Capital (UK)
United Kingdom
-$148M
3
MWA
Marshall Wace Asia
Hong Kong
-$135M
4
TCI Fund Management
TCI Fund Management
United Kingdom
-$110M
5
IFP
Independent Franchise Partners
United Kingdom
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
401
Landscape Capital Management
New Jersey
$212K +$212K +1,511 New
SFG
402
SNS Financial Group
Minnesota
$208K – – –
PHK
403
Point72 Hong Kong
Hong Kong
$207K +$207K +1,480 New
WSTAM
404
Wilbanks Smith & Thomas Asset Management
Virginia
$204K – – –
LTFS
405
Ladenburg Thalmann Financial Services
Florida
$200K -$564 -4 -0.3%
IAA
406
Independent Advisor Alliance
North Carolina
$200K – – –
SIA
407
Sit Investment Associates
Minnesota
$193K +$193K +1,375 New
NIM
408
NuWave Investment Management
New Jersey
$176K -$281K -1,999 -61%
LS
409
Livforsakringsbolaget Skandia
Sweden
$173K -$56K -400 -24%
BWA
410
Burt Wealth Advisors
Maryland
$172K -$15.7K -112 -8%
WT
411
Whittier Trust
California
$171K – – –
SBSB
412
Sullivan, Bruyette, Speros & Blaney
Virginia
$168K – – –
ACA
413
Atlas Capital Advisors
Wyoming
$167K -$30.8K -220 -16%
BCA
414
Berman Capital Advisors
Georgia
$167K -$140 -1 -0.1%
GWM
415
Geneos Wealth Management
Colorado
$154K -$34.3K -245 -18%
TL
416
TrueWealth LLC
Georgia
$152K – – –
SIC
417
Salem Investment Counselors
North Carolina
$138K +$40K +286 +41%
VAIA
418
Virtus Alternative Investment Advisers
Connecticut
$134K +$134K +953 New
ACM
419
Allred Capital Management
Texas
$133K +$133K +950 New
HFM
420
Harvest Fund Management
China
$131K +$11.7K +78 +10%
CFG
421
Citizens Financial Group
Rhode Island
$122K +$6.61K +47 +6%
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$121K +$4.92K +35 +4%
SPIA
423
Steward Partners Investment Advisory
New York
$117K – – –
VFA
424
Valeo Financial Advisors
Indiana
$112K -$42K -300 -27%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$112K +$565 +4 +0.5%
15 16
17
18 19