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Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.6B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$274M
3
JIM
Jensen Investment Management
Oregon
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.91B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
IFP
Independent Franchise Partners
United Kingdom
$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
$242M
4
MCM
Melvin Capital Management
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
451
West Paces Advisors
Georgia
$49.2K – – –
VCM
452
Versant Capital Management
Arizona
$48K – – –
PAG
453
Private Advisor Group
New Jersey
$46K +$46K +267 New
GWS
454
Glassman Wealth Services
Virginia
$44K +$1.72K +10 +4%
PCM
455
Penserra Capital Management
California
$37K +$982 +6 +3%
QCG
456
Quadrant Capital Group
Ohio
$36K -$104K -598 -74%
Lazard Asset Management
457
Lazard Asset Management
New York
$35K -$45.6K -267 -57%
TCOV
458
Trust Company of Vermont
Vermont
$34K – – –
AF
459
Advisornet Financial
Minnesota
$30K – – –
AIL
460
AGF Investments LLC
Ontario, Canada
$26K +$16.6K +96 +178%
SFS
461
Sowell Financial Services
Arkansas
$25K +$699 +4 +3%
GEA
462
Glen Eagle Advisors
New Jersey
$24.1K – – –
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$23K +$21.1K +120 +1,091%
TFO
464
Tarbox Family Office
California
$21K +$3.68K +21 +21%
GAM
465
Gemmer Asset Management
California
$20K +$1.74K +10 +10%
AWM
466
Apollon Wealth Management
South Carolina
$20K +$20K +116 New
PIMG
467
Patriot Investment Management Group
Tennessee
$19.8K +$19.8K +115 New
FAM
468
Fred Alger Management
New York
$18K -$1.68K -10 -9%
APA
469
American Portfolios Advisors
New York
$17K -$27.8K -162 -62%
MCM
470
MV Capital Management
Maryland
$17K -$17K -100 -50%
OIA
471
Optimum Investment Advisors
Illinois
$17K – – –
BFC
472
Bedel Financial Consulting
Indiana
$17K – – –
ST
473
Smithfield Trust
Pennsylvania
$17K +$17K +100 New
Loomis, Sayles & Company
474
Loomis, Sayles & Company
Massachusetts
$16K -$870 -5 -5%
CFGS
475
Concourse Financial Group Securities
Alabama
$15K -$3K -17 -17%
17 18
19
20 21