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Equifax
EFX

Overview Fund Activity

589 hedge funds and large institutions have $21.4B invested in Equifax in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 190 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+37
Holders Change %
+6.7%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
95
Increased
190
Reduced
195
Closed
52
Calls
$41.8M
Puts
$46.7M
Net Calls
-$4.94M
Net Calls Change
-$3.43M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$1.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$974M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.07B
4
ESCM
Echo Street Capital Management
New York
$208M
5
BAM
Burgundy Asset Management
Ontario, Canada
$99.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$111M
3
Capital Research Global Investors
Capital Research Global Investors
California
$294K
4
Wellington Management Group
Wellington Management Group
Massachusetts
$675M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
AE Wealth Management
Kansas
$288K +$288K +1,491 New
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$285K +$77.6K +402 +37%
QCM
428
Quantinno Capital Management
New York
$284K -$287K -1,491 -50%
SFG
429
SNS Financial Group
Minnesota
$284K +$193 +1 +0.1%
OFG
430
Oxford Financial Group
Indiana
$282K – – –
SCM
431
Stevens Capital Management
Pennsylvania
$280K +$280K +1,453 New
DILIC
432
Dai-ichi Life Insurance Company
Japan
$279K – – –
IAM
433
Iridian Asset Management
Connecticut
$278K -$54.2M -280,786 -99%
UCFA
434
United Capital Financial Advisors
Texas
$273K +$273K +1,416 New
FHB
435
First Hawaiian Bank
Hawaii
$271K -$61.6K -319 -19%
WT
436
Whittier Trust
California
$271K +$31.9K +165 +13%
JCM
437
JS Capital Management
New York
$270K +$270K +1,400 New
QI
438
QS Investors
New York
$269K – – –
RC
439
Roundview Capital
New Jersey
$263K -$36.6K -190 -12%
AAM
440
Aureus Asset Management
Massachusetts
$251K – – –
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$251K +$251K +1,304 New
Cerity Partners
442
Cerity Partners
New York
$250K +$250K +1,298 New
LSAG
443
Lake Street Advisors Group
New Hampshire
$249K -$964 -5 -0.4%
EI
444
Ethic Inc
New York
$249K +$249K +1,289 New
PHK
445
Point72 Hong Kong
Hong Kong
$247K -$1.31M -6,801 -84%
SIA
446
Sit Investment Associates
Minnesota
$245K -$65.6K -340 -21%
EF
447
Empirical Finance
Pennsylvania
$237K +$237K +1,227 New
SBSB
448
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K – – –
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$231K +$124K +643 +116%
WDA
450
Wendell David Associates
New Hampshire
$231K +$231K +1,200 New
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