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Equifax
EFX

Overview Fund Activity

471 hedge funds and large institutions have $10.5B invested in Equifax in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-64
Holders Change %
-11.96%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
51
Increased
149
Reduced
179
Closed
109
Calls
$70.9M
Puts
$31.1M
Net Calls
+$39.9M
Net Calls Change
+$14.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$647M
2
Capital International Investors
Capital International Investors
California
+$350M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M
4
FCM
Farallon Capital Management
California
+$124M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$79.3M

Top Sellers

1
SIG
Senator Investment Group
New York
-$281M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$185M
3
MWNA
Marshall Wace North America
New York
-$169M
4
BlackRock
BlackRock
New York
-$154M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
451
SRH Advisors
Kansas
$4K – – –
PFSC
452
Peoples Financial Services Corp
Pennsylvania
$4K – – –
CAW
453
Cornerstone Advisors (Washington)
Washington
$4K – – –
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.23K +38 +422%
NFG
455
Next Financial Group
Texas
$3K -$16.3K -190 -84%
WTC
456
WhitTier Trust Company
Nevada
$3K -$1.46K -17 -33%
QCG
457
Quadrant Capital Group
Ohio
$3K -$214 -4 -7%
SWM
458
SeaCrest Wealth Management
New York
$2K -$89.2K -981 -98%
TFO
459
Tarbox Family Office
California
$2K -$3.5K -42 -64%
BWM
460
BerganKDV Wealth Management
Minnesota
$2K +$750 +9 +60%
SFSIG
461
San Francisco Sentry Investment Group
California
$2K +$1.24K +13 +163%
LFA
462
Legacy Financial Advisors
Kentucky
$2K +$2K +20 New
FCA
463
FinTrust Capital Advisors
South Carolina
$2K +$2K +21 New
AC
464
Avestar Capital
New York
$2K +$1.23K +24 +160%
SWA
465
Sutton Wealth Advisors
Florida
$1.4K -$1.49K -16 -52%
TFA
466
Transamerica Financial Advisors
Florida
$1K -$311K -2,801 -100%
PCP
467
Proficio Capital Partners
Massachusetts
$1K +$1K +8 New
AIA
468
Alera Investment Advisors
Illinois
$1K +$1K +8 New
PWM
469
PRW Wealth Management
Massachusetts
$1K +$1K +10 New
SIG
470
Senator Investment Group
New York
– -$281M -2,150,000 Closed
MWNA
471
Marshall Wace North America
New York
– -$169M -1,291,279 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$132M -1,013,016 Closed
MWA
473
Marshall Wace Asia
Hong Kong
– -$108M -824,465 Closed
MNG
474
Manning & Napier Group
New York
– -$72.3M -553,715 Closed
JCM
475
Junto Capital Management
New York
– -$51.1M -391,055 Closed
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