EFX icon

Equifax
EFX

Overview Fund Activity

534 hedge funds and large institutions have $13.5B invested in Equifax in 2015 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+33
Holders Change %
+6.59%
% of All Funds
14.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
81
Increased
180
Reduced
177
Closed
45
Calls
$14.3M
Puts
$14.4M
Net Calls
-$125K
Net Calls Change
+$2.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B
4
AQR Capital Management
AQR Capital Management
Connecticut
$153M
5
TEC
Tiger Eye Capital
Tennessee
$33.1M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
3
BAM
Burgundy Asset Management
Ontario, Canada
$234M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$784M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$225K -$54.7K -491 -20%
CF
452
CenterStar Fund
Illinois
$224K – – –
ST
453
Smithfield Trust
Pennsylvania
$223K – – –
AWE
454
Avidian Wealth Enterprises
Texas
$223K +$223K +2,000 New
CIA
455
Capital Investment Advisors
Georgia
$218K +$218K +1,961 New
HPBT
456
High Point Bank & Trust
North Carolina
$216K – – –
BWA
457
Burt Wealth Advisors
Maryland
$214K – – –
SG Americas Securities
458
SG Americas Securities
New York
$212K -$134K -1,203 -39%
EHWM
459
Eads & Heald Wealth Management
Georgia
$212K +$212K +1,900 New
SSG
460
Summit Securities Group
New York
$207K +$207K +1,863 New
Cambridge Investment Research Advisors
461
Cambridge Investment Research Advisors
Iowa
$204K -$78.8K -709 -28%
Verition Fund Management
462
Verition Fund Management
Connecticut
$202K -$429K -3,844 -68%
Edgewood Management
463
Edgewood Management
Connecticut
$201K +$201K +1,807 New
SCM
464
Shapiro Capital Management
Georgia
$200K +$200K +1,800 New
EWM
465
Evercore Wealth Management
New York
$181K +$27.1K +243 +18%
Fuller & Thaler Asset Management
466
Fuller & Thaler Asset Management
California
$178K -$122K -1,100 -41%
MCM
467
MV Capital Management
Maryland
$178K – – –
MAM
468
Mizuho Asset Management
Japan
$153K – – –
JIC
469
Joel Isaacson & Co
New York
$133K – – –
S
470
SignatureFD
Georgia
$124K +$2.12K +19 +2%
DADC
471
D.A. Davidson & Co
Montana
$122K -$22.2K -200 -15%
ARMT
472
Amica Retiree Medical Trust
Rhode Island
$111K – – –
WT
473
Whittier Trust
California
$111K – – –
IPC
474
Independent Portfolio Consultants
Florida
$106K -$5.02K -45 -5%
Bessemer Group
475
Bessemer Group
New Jersey
$89K +$84.3K +754 +1,795%
17 18
19
20 21