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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 %
TFS
426
TrustCore Financial Services
Tennessee
$54K – – –
NL
427
NVWM LLC
Pennsylvania
$54K +$6K +50 +13%
ASN
428
Advisory Services Network
Georgia
$50K +$9.03K +76 +22%
CIA
429
CSat Investment Advisory
Michigan
$48K -$3.1K -26 -6%
PA
430
Parallel Advisors
California
$43K -$14.6K -123 -25%
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$39K +$5.73K +48 +17%
EIP
432
Ellis Investment Partners
Pennsylvania
$37K – – –
CFA
433
Carroll Financial Associates
North Carolina
$35K – – –
WPA
434
West Paces Advisors
Georgia
$34.2K +$23.9K +200 +233%
VCM
435
Versant Capital Management
Arizona
$33K -$468 -4 -1%
APA
436
American Portfolios Advisors
New York
$31.2K +$3.11K +26 +11%
PCM
437
Penserra Capital Management
California
$31K +$5.64K +40 +22%
GWS
438
Glassman Wealth Services
Virginia
$29K +$1.18K +10 +4%
MAM
439
Meeder Asset Management
Ohio
$29K +$5.92K +50 +26%
CAW
440
Cornerstone Advisors (Washington)
Washington
$28K +$4.59K +39 +20%
OPS
441
Orion Portfolio Solutions
Nebraska
$27K +$4.11K +35 +18%
TCOV
442
Trust Company of Vermont
Vermont
$24K -$1.8K -15 -7%
MCM
443
MV Capital Management
Maryland
$24K – – –
CAN
444
Claraphi Advisory Network
United States
$24K +$24K +200 New
AF
445
Advisornet Financial
Minnesota
$21K – – –
SFS
446
Sowell Financial Services
Arkansas
$17K -$978 -8 -5%
GEA
447
Glen Eagle Advisors
New Jersey
$16.7K +$119 +1 +0.7%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
FAM
449
Fred Alger Management
New York
$14K -$14.4K -120 -51%
BL
450
Balentine LLC
Georgia
$14K +$12.6K +109 +908%
16 17
18
19 20