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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 %
PCA
426
Personal Capital Advisors
California
$270K -$6.35K -35 -2%
VPIM
427
Vanguard Personalized Indexing Management
California
$270K +$270K +1,491 New
QCM
428
Quantinno Capital Management
New York
$267K – – –
MWNA
429
Marshall Wace North America
New York
$266K -$1.01M -5,555 -79%
OFG
430
Oxford Financial Group
Indiana
$265K – – –
SFG
431
SNS Financial Group
Minnesota
$263K -$3.44K -19 -1%
DILIC
432
Dai-ichi Life Insurance Company
Japan
$262K – – –
AO
433
Advisor OS
Illinois
$262K +$262K +1,447 New
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$257K +$68.2K +377 +36%
RIG
435
RiverFront Investment Group
Virginia
$255K +$44.9K +248 +21%
UCFA
436
United Capital Financial Advisors
Texas
$253K -$3.44K -19 -1%
QI
437
QS Investors
New York
$253K – – –
CCA
438
Checchi Capital Advisers
California
$253K +$60.9K +336 +32%
SO
439
STRS Ohio
Ohio
$250K -$1.18M -6,533 -83%
AWM
440
AE Wealth Management
Kansas
$249K -$20.8K -115 -8%
WT
441
Whittier Trust
California
$249K -$4.34K -24 -2%
RC
442
Roundview Capital
New Jersey
$247K – – –
IWA
443
Intercontinental Wealth Advisors
Texas
$242K +$34.8K +192 +17%
EF
444
Empirical Finance
Pennsylvania
$237K – – –
AAM
445
Aureus Asset Management
Massachusetts
$235K – – –
LSAG
446
Lake Street Advisors Group
New Hampshire
$234K +$543 +3 +0.2%
Cerity Partners
447
Cerity Partners
New York
$233K -$1.81K -10 -0.8%
SIA
448
Sit Investment Associates
Minnesota
$230K – – –
MYAM
449
Meiji Yasuda Asset Management
Japan
$223K +$223K +1,229 New
MCM
450
MAI Capital Management
Ohio
$220K +$14.6K +81 +7%
16 17
18
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