EFX icon

Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $17.6B invested in Equifax in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+31
Holders Change %
+5.95%
% of All Funds
11.17%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
80
Increased
183
Reduced
162
Closed
47
Calls
$49.6M
Puts
$51.2M
Net Calls
-$1.51M
Net Calls Change
-$49.7M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$431M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$149M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$246M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$322M
5
JCM
Junto Capital Management
New York
$60.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.74B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.56B
3
IFP
Independent Franchise Partners
United Kingdom
$30M
4
Capital Research Global Investors
Capital Research Global Investors
California
$127M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$237K – – –
TCBWMS
427
Texas Capital Bank Wealth Management Services
Texas
$235K +$23.5K +150 +11%
PCA
428
Personal Capital Advisors
California
$233K -$314 -2 -0.1%
SFG
429
SNS Financial Group
Minnesota
$231K +$157 +1 +0.1%
OFG
430
Oxford Financial Group
Indiana
$229K – – –
DILIC
431
Dai-ichi Life Insurance Company
Japan
$227K – – –
E
432
Ergoteles
New York
$220K +$220K +1,400 New
QI
433
QS Investors
New York
$219K -$25K -159 -10%
WAM
434
Wolverine Asset Management
Illinois
$217K -$236K -1,508 -52%
VF
435
Virtu Financial
New York
$213K +$213K +1,358 New
MA
436
MANA Advisors
New York
$211K +$211K +1,343 New
PNC
437
Park National Corp
Ohio
$205K – – –
AAM
438
Aureus Asset Management
Massachusetts
$204K +$204K +1,300 New
LSAG
439
Lake Street Advisors Group
New Hampshire
$203K +$18.6K +119 +10%
LS
440
Livforsakringsbolaget Skandia
Sweden
$194K – – –
WT
441
Whittier Trust
California
$194K – – –
GAB
442
German American Bancorp
Indiana
$188K – – –
SBSB
443
Sullivan, Bruyette, Speros & Blaney
Virginia
$188K – – –
Federated Hermes
444
Federated Hermes
Pennsylvania
$185K +$112K +710 +152%
HB
445
Horizon Bancorp
Indiana
$178K -$7.55K -48 -4%
GWM
446
Geneos Wealth Management
Colorado
$172K – – –
BCA
447
Berman Capital Advisors
Georgia
$170K -$3.9K -25 -2%
Acadian Asset Management
448
Acadian Asset Management
Massachusetts
$169K +$102K +650 +153%
BWA
449
Burt Wealth Advisors
Maryland
$164K -$28.9K -184 -15%
SPIA
450
Steward Partners Investment Advisory
New York
$163K -$7.87K -50 -5%
16 17
18
19 20