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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
2
GIM
Generation Investment Management
United Kingdom
+$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
MAM
Majedie Asset Management
United Kingdom
+$99.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.2M
4
Invesco
Invesco
Georgia
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IndexIQ Advisors
New York
$352K +$44.9K +248 +15%
WIA
402
Wealthstreet Investment Advisors
Texas
$344K – – –
Verition Fund Management
403
Verition Fund Management
Connecticut
$343K +$343K +1,894 New
AC
404
Allstate Corporation
Illinois
$336K +$128K +707 +62%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$333K +$1.99K +11 +0.6%
LS
406
Livforsakringsbolaget Skandia
Sweden
$332K – – –
RIL
407
Rothschild Investment LLC
Illinois
$331K +$331K +1,830 New
BA
408
Bridgewater Advisors
New York
$327K +$327K +1,400 New
SCM
409
Shapiro Capital Management
Georgia
$326K – – –
AIP
410
Ameritas Investment Partners
Nebraska
$321K – – –
WSTAM
411
Wilbanks Smith & Thomas Asset Management
Virginia
$317K +$44K +243 +16%
WANY
412
Wealthspire Advisors (New York)
New York
$315K +$27.2K +150 +9%
HPC
413
HM Payson & Co
Maine
$314K -$89.2K -493 -22%
SP
414
Symmetry Partners
Connecticut
$312K -$71.4K -395 -19%
P
415
Pitcairn
Pennsylvania
$311K +$6.71K +37 +2%
DDPIC
416
Deroy & Devereaux Private Investment Counsel
Michigan
$305K +$15K +83 +5%
CI
417
Conning Inc
Connecticut
$304K -$30.8K -170 -9%
Vontobel Holding
418
Vontobel Holding
Switzerland
$302K -$138K -764 -31%
PA
419
Profund Advisors
Maryland
$301K +$2.53K +14 +0.8%
IIC
420
Ironwood Investment Counsel
Arizona
$298K -$90.3K -500 -23%
DC
421
Davenport & Co
Virginia
$292K – – –
TTWM
422
TCV Trust & Wealth Management
Virginia
$290K – – –
TCBWMS
423
Texas Capital Bank Wealth Management Services
Texas
$288K +$9.06K +50 +3%
Citadel Advisors
424
Citadel Advisors
Florida
$287K -$8.1M -44,652 -97%
PCM
425
Prelude Capital Management
New York
$272K +$272K +1,502 New
15 16
17
18 19