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Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $12B invested in Equifax in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 188 increasing their positions, 194 reducing their positions, and 42 closing their positions.

Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
14.73%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
62
Increased
188
Reduced
194
Closed
42
Calls
$8M
Puts
$3.97M
Net Calls
+$4.03M
Net Calls Change
+$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$731M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$497M
4
AIM
4
abrdn Investment Management
United Kingdom
$95.5M
5
Credit Agricole
5
Credit Agricole
France
$48M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$687M
2
Boston Partners
2
Boston Partners
Massachusetts
$253M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$451M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$188M
5
Invesco
5
Invesco
Georgia
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
451
Contravisory Investment Management
Massachusetts
$230K 2,015 -290 -13%
MF
452
Magnetar Financial
Illinois
$230K 2,013 +2,013 New
AWE
453
Avidian Wealth Enterprises
Texas
$229K 2,000 – –
ST
454
Smithfield Trust
Pennsylvania
$229K 2,000 – –
CIA
455
Capital Investment Advisors
Georgia
$224K 1,961 – –
BWA
456
Burt Wealth Advisors
Maryland
$220K 1,925 – –
VFS
457
VSR Financial Services
Kansas
$206K 1,806 -737 -29%
SCM
458
Shapiro Capital Management
Georgia
$206K 1,800 – –
EHWM
459
Eads & Heald Wealth Management
Georgia
$205K 1,795 -105 -6%
GP
460
Girard Partners
Pennsylvania
$200K 1,750 +1,750 New
EWM
461
Evercore Wealth Management
New York
$197K 1,724 +101 +6%
IR
462
Invictus RG
Bermuda
$178K 1,559 +1,559 New
GWM
463
Geneos Wealth Management
Colorado
$168K 1,446 +1,446 New
ZB
464
Zions Bancorporation
Utah
$165K 1,448 +1,438 +14,380%
Walleye Trading
465
Walleye Trading
New York
$158K 1,386 +1,386 New
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K 1,340 +931 +228%
JIC
467
Joel Isaacson & Co
New York
$136K 1,191 – –
S
468
SignatureFD
Georgia
$133K 1,162 +51 +5%
PCM
469
Prelude Capital Management
New York
$133K 1,160 +1,160 New
DADC
470
D.A. Davidson & Co
Montana
$125K 1,100 – –
KLI
471
Kelman-Lazarov Inc
Tennessee
$117K 1,000 +1,000 New
IPC
472
Independent Portfolio Consultants
Florida
$116K 1,015 +65 +7%
ARMT
473
Amica Retiree Medical Trust
Rhode Island
$114K 996 – –
WT
474
Whittier Trust
California
$114K 1,000 – –
BWP
475
Baldwin Wealth Partners
Massachusetts
$114K 1,000 +1,000 New
17 18
19
20 21