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Equifax
EFX

Overview Fund Activity

592 hedge funds and large institutions have $12.9B invested in Equifax in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 185 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
592
Holders Change
+15
Holders Change %
+2.6%
% of All Funds
14.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
88
Increased
185
Reduced
216
Closed
68
Calls
$12M
Puts
$18M
Net Calls
-$5.94M
Net Calls Change
-$8.39M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$684M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$878M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$171M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$203M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$726M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
CCI
4
Columbus Circle Investors
$0
5
ATN
5
AMF Tjänstepension
Sweden
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
451
Confluence Wealth Management
Oregon
$288K 2,439 -3,393 -58%
CSS
452
Cubist Systematic Strategies
Connecticut
$286K 2,423 +2,423 New
PGFC
453
Peapack-Gladstone Financial Corp
New Jersey
$278K 2,350 – –
BRWA
454
B. Riley Wealth Advisors
Florida
$277K 2,329 -100 -4%
RJT
455
Raymond James Trust
Florida
$276K 2,338 +131 +6%
FAAS
456
First Allied Advisory Services
California
$274K 2,319 +389 +20%
SEC
457
Seven Eight Capital
New York
$272K 2,300 +2,300 New
CMBA
458
C.M. Bidwell & Associates
Hawaii
$269K 2,275 -58,690 -96%
BAC
459
Boys Arnold & Co
North Carolina
$268K 2,270 – –
MWM
460
Mission Wealth Management
California
$267K 2,262 -7 -0.3%
MFS
461
MSI Financial Services
Massachusetts
$267K 2,259 +714 +46%
DDPIC
462
Deroy & Devereaux Private Investment Counsel
Michigan
$266K 2,250 – –
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$263K 2,223 -14 -0.6%
HPC
464
HM Payson & Co
Maine
$262K 2,216 – –
GWM
465
GSB Wealth Management
Connecticut
$262K 2,219 +2,219 New
First Manhattan
466
First Manhattan
New York
$259K 2,193 +1,500 +216%
NA
467
Navellier & Associates
Nevada
$256K 2,162 -64,011 -97%
HPBT
468
High Point Bank & Trust
North Carolina
$256K 2,159 – –
SMH
469
Sanders Morris Harris
Texas
$248K 2,100 – –
HSA
470
HBK Sorce Advisory
Pennsylvania
$241K 2,036 +239 +13%
IIC
471
Ironwood Investment Counsel
Arizona
$241K 2,042 +415 +26%
IIM
472
Ipswich Investment Management
Massachusetts
$237K 2,004 – –
OMCS
473
Old Mutual Customised Solutions
South Africa
$236K 2,000 -900 -31%
ST
474
Smithfield Trust
Pennsylvania
$236K 2,000 – –
AWE
475
Avidian Wealth Enterprises
Texas
$236K 2,000 +2,000 New
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