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Equifax
EFX

Overview Fund Activity

472 hedge funds and large institutions have $10B invested in Equifax in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+20
Holders Change %
+4.42%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
162
Reduced
176
Closed
22
Calls
$4.34M
Puts
$2.75M
Net Calls
+$1.59M
Net Calls Change
-$532K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M
2
Boston Partners
2
Boston Partners
Massachusetts
$295M
3
EAM
3
EverPoint Asset Management
Connecticut
$23.1M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$934M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$825M
2
JIM
2
Jensen Investment Management
Oregon
$124M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$544M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$487M
5
State Street
5
State Street
Massachusetts
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
451
Gemmer Asset Management
California
$7K – – –
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$6.46K – – –
GXMC
453
Global X Management Company
New York
$6K +$6K +62 New
KT
454
Kanaly Trust
Texas
$6K +$6K +65 New
WTC
455
WhitTier Trust Company
Nevada
$5K – – –
VIA
456
Vident Investment Advisory
Georgia
$5K +$5K +54 New
GWA
457
Genesis Wealth Advisors
Massachusetts
$4.85K – – –
PFSC
458
Peoples Financial Services Corp
Pennsylvania
$4K – – –
SA
459
SRH Advisors
Kansas
$4K – – –
HR
460
Howe & Rusling
New York
$4K – – –
CAW
461
Cornerstone Advisors (Washington)
Washington
$4K +$1.9K +19 +90%
BCA
462
Bray Capital Advisors
Florida
$4K +$4K +38 New
UOTTAIMCU
463
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K – – –
Nuveen Asset Management
464
Nuveen Asset Management
Illinois
$2.46K +$1.05K +10,800 +74%
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$4.63K -37 -70%
ASN
466
Advisory Services Network
Georgia
$2K – – –
TFA
467
Transamerica Financial Advisors
Florida
$1K – – –
MFS
468
MSI Financial Services
Massachusetts
$1K – – –
TFO
469
Tarbox Family Office
California
$1K – – –
1GA
470
1st Global Advisors
Texas
$451 – – –
SCP
471
Syntal Capital Partners
Texas
$224 +$224 +2,314 New
PP
472
Prudential plc
United Kingdom
– -$10.2M -109,961 Closed
WG
473
Winton Group
United Kingdom
– -$4.47M -48,022 Closed
TG
474
TCW Group
California
– -$3.23M -34,700 Closed
HC
475
HHG & Company
Connecticut
– -$1.67M -17,908 Closed
16 17 18
19
20