EFX icon

Equifax
EFX

Overview Fund Activity

577 hedge funds and large institutions have $14.1B invested in Equifax in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 184 increasing their positions, 217 reducing their positions, and 29 closing their positions.

Holders
577
Holders Change
+12
Holders Change %
+2.12%
% of All Funds
15.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
46
Increased
184
Reduced
217
Closed
29
Calls
$10.1M
Puts
$7.63M
Net Calls
+$2.45M
Net Calls Change
+$2.95M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M
2
JHIU
2
Janus Henderson Investors US
Colorado
$339M
3
BIT
3
BlackRock Institutional Trust
California
$492M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$64.5M
5
HSC
5
Harbor Spring Capital
New York
$37M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$70.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$416M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$242M
4
Boston Partners
4
Boston Partners
Massachusetts
$94.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$810M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIC
476
ZWJ Investment Counsel
Georgia
$242K 1,800 – –
LOAME
477
Lombard Odier Asset Management (Europe)
United Kingdom
$242K 1,800 – –
HSA
478
HBK Sorce Advisory
Pennsylvania
$242K 1,797 +224 +14%
AI
479
Atria Investments
North Carolina
$242K 1,799 +1,799 New
SCM
480
Shelton Capital Management
Colorado
$238K 1,770 -1,411 -44%
SI
481
Stephens Inc
Arkansas
$233K 1,732 -306 -15%
PFP
482
Pinnacle Financial Partners
Tennessee
$233K 1,739 – –
DWA
483
Douglass Winthrop Advisors
New York
$229K 1,700 – –
CIM
484
CenturyLink Investment Management
Colorado
$229K 1,699 +1,699 New
AP
485
Advisor Partners
California
$222K 1,647 -48 -3%
IIC
486
Ironwood Investment Counsel
Arizona
$219K 1,627 -48 -3%
EHWM
487
Eads & Heald Wealth Management
Georgia
$217K 1,615 -15 -0.9%
Edgewood Management
488
Edgewood Management
Connecticut
$215K 1,597 -60 -4%
CAW
489
Cornerstone Advisors (Washington)
Washington
$214K 1,589 +1,549 +3,873%
LBG
490
Lloyds Banking Group
United Kingdom
$212K 1,581 -47 -3%
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$210K 1,559 -52 -3%
MFS
492
MSI Financial Services
Massachusetts
$208K 1,545 +287 +23%
PCM
493
Penserra Capital Management
California
$203K 1,513 -616 -29%
SW
494
SVB Wealth
Massachusetts
$202K 1,500 +1,500 New
VWM
495
Vector Wealth Management
Minnesota
$201K 1,489 +1,489 New
QI
496
QS Investors
New York
$198K 1,474 – –
GWM
497
Geneos Wealth Management
Colorado
$194K 1,446 – –
VanEck Associates
498
VanEck Associates
New York
$190K 1,413 +383 +37%
EWM
499
Evercore Wealth Management
New York
$186K 1,385 -533 -28%
FANJ
500
Financial Architects (New Jersey)
New Jersey
$141K 1,043 -111 -10%
18 19
20
21 22