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Equifax
EFX

Overview Fund Activity

589 hedge funds and large institutions have $21.4B invested in Equifax in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 190 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+37
Holders Change %
+6.7%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
95
Increased
190
Reduced
195
Closed
52
Calls
$41.8M
Puts
$46.7M
Net Calls
-$4.94M
Net Calls Change
-$3.43M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.09B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$974M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.07B
4
ESCM
4
Echo Street Capital Management
New York
$208M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$99.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.48B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$111M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$294K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$675M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
451
Berman Capital Advisors
Georgia
$227K +$17.9K +93 +9%
QT
452
Quantbot Technologies
New York
$225K -$5.27M -27,382 -96%
CFS
453
Cannon Financial Strategists
Georgia
$225K +$225K +1,166 New
RIG
454
RiverFront Investment Group
Virginia
$224K +$224K +1,162 New
AC
455
Allstate Corporation
Illinois
$221K +$221K +1,146 New
IAA
456
Independent Advisor Alliance
North Carolina
$220K +$220K +1,138 New
BWP
457
BSW Wealth Partners
Colorado
$220K +$220K +1,141 New
IWA
458
Intercontinental Wealth Advisors
Texas
$220K +$220K +1,143 New
MCM
459
MAI Capital Management
Ohio
$219K -$102K -527 -32%
ST
460
Sabal Trust
Florida
$214K +$214K +1,112 New
MSFS
461
Main Street Financial Solutions
Pennsylvania
$213K +$213K +1,104 New
WA
462
Wealth Alliance
New York
$213K +$213K +1,104 New
P
463
&Partners
Tennessee
$212K +$212K +1,100 New
BNP Paribas Asset Management
464
BNP Paribas Asset Management
France
$211K -$98.8K -513 -32%
VHAM
465
Van Hulzen Asset Management
California
$210K +$210K +1,091 New
KAS
466
Kestra Advisory Services
Texas
$210K +$210K +1,100 New
PNC
467
Park National Corp
Ohio
$209K -$42.6K -221 -17%
GWM
468
GSB Wealth Management
Connecticut
$206K -$222K -1,150 -52%
APW
469
Austin Private Wealth
Texas
$206K +$206K +1,070 New
CCA
470
Checchi Capital Advisers
California
$204K +$204K +1,059 New
Rafferty Asset Management
471
Rafferty Asset Management
New York
$203K +$203K +1,051 New
TCM
472
Teza Capital Management
Illinois
$202K +$202K +1,047 New
EWM
473
Endurance Wealth Management
Rhode Island
$201K – – –
BWA
474
Burt Wealth Advisors
Maryland
$201K – – –
Mercer Global Advisors
475
Mercer Global Advisors
Colorado
$201K +$201K +1,043 New
17 18
19
20 21