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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-20
Holders Change %
-3.85%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
51
Increased
160
Reduced
197
Closed
66
Calls
$63.6M
Puts
$37.3M
Net Calls
+$26.4M
Net Calls Change
-$6.87M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$438M
2
MCM
Melvin Capital Management
New York
+$95.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.7M
4
JIM
Jensen Investment Management
Oregon
+$60.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$49.8M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$139M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$82.3M
3
Capital International Investors
Capital International Investors
California
-$64.7M
4
SC
Samlyn Capital
New York
-$62M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$59.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
401
Sullivan, Bruyette, Speros & Blaney
Virginia
$143K – – –
BCA
402
Berman Capital Advisors
Georgia
$138K -$3.67K -31 -3%
GWM
403
Geneos Wealth Management
Colorado
$131K – – –
TL
404
TrueWealth LLC
Georgia
$130K – – –
VAIA
405
Virtus Alternative Investment Advisers
Connecticut
$128K +$14.1K +118 +12%
Federated Hermes
406
Federated Hermes
Pennsylvania
$127K +$94.1K +791 +287%
EWM
407
Endurance Wealth Management
Rhode Island
$119K +$119K +1,000 New
SIC
408
Salem Investment Counselors
North Carolina
$118K – – –
CFG
409
Citizens Financial Group
Rhode Island
$117K +$12.9K +108 +12%
RIM
410
Rampart Investment Management
Connecticut
$113K -$79.6K -666 -41%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$113K +$10.5K +88 +10%
SPIA
412
Steward Partners Investment Advisory
New York
$105K +$5.93K +50 +6%
HMS
413
Hanseatic Management Services
New Mexico
$105K +$105K +881 New
QCG
414
Quadrant Capital Group
Ohio
$99K +$9.21K +75 +10%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$98K +$5.03K +42 +5%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$94K -$717 -6 -0.8%
VFA
417
Valeo Financial Advisors
Indiana
$91K -$8.73K -70 -9%
PK
418
Pflug Koory
Nebraska
$84K – – –
First Manhattan
419
First Manhattan
New York
$82K – – –
VanEck Associates
420
VanEck Associates
New York
$68K +$1.92K +16 +3%
PRC
421
Pearl River Capital
Michigan
$61K -$284K -2,376 -82%
TAIM
422
TD Ameritrade Investment Management
Nebraska
$57K -$119 -1 -0.2%
OAM
423
Oppenheimer Asset Management
New York
$56K +$14K +118 +33%
Lazard Asset Management
424
Lazard Asset Management
New York
$56K +$37.6K +317 +205%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.9K -$11.9K -100 -18%
15 16
17
18 19