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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
2
GIM
Generation Investment Management
United Kingdom
+$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
MAM
Majedie Asset Management
United Kingdom
+$99.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.2M
4
Invesco
Invesco
Georgia
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
451
Tokio Marine Asset Management
Japan
$220K +$220K +1,212 New
EGM
452
Engineers Gate Manager
New York
$217K -$1.53M -8,460 -88%
Acadian Asset Management
453
Acadian Asset Management
Massachusetts
$217K -$50.8K -280 -19%
WDA
454
Wendell David Associates
New Hampshire
$217K – – –
SBSB
455
Sullivan, Bruyette, Speros & Blaney
Virginia
$217K – – –
P
456
&Partners
Tennessee
$217K +$18.1K +100 +9%
CFS
457
Cannon Financial Strategists
Georgia
$211K – – –
BWP
458
BSW Wealth Partners
Colorado
$207K – – –
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$204K -$31.6K -175 -13%
IAA
460
Independent Advisor Alliance
North Carolina
$203K -$2.9K -16 -1%
CIBC World Market
461
CIBC World Market
Ontario, Canada
$202K +$202K +1,114 New
ST
462
Sabal Trust
Florida
$201K – – –
MSFS
463
Main Street Financial Solutions
Pennsylvania
$200K – – –
SPIA
464
Steward Partners Investment Advisory
New York
$195K +$6.88K +38 +4%
SBL
465
Sargent Bickham Lagudis
Colorado
$188K – – –
EWM
466
Endurance Wealth Management
Rhode Island
$188K – – –
SIM
467
Sentry Investment Management
Wisconsin
$185K -$1.08M -5,956 -85%
SIC
468
Salem Investment Counselors
North Carolina
$179K – – –
Federated Hermes
469
Federated Hermes
Pennsylvania
$179K +$10.2K +56 +6%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$173K +$4.35K +24 +3%
MLFP
471
MPS Loria Financial Planners
Illinois
$169K – – –
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$163K +$9.74K +54 +6%
CI Investments Inc
473
CI Investments Inc
Ontario, Canada
$156K -$61.3K -338 -28%
ACM
474
Allred Capital Management
Texas
$154K +$154K +850 New
PFBT
475
Parkside Financial Bank & Trust
Missouri
$147K -$3.44K -19 -2%
17 18
19
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