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Equifax
EFX

Overview Fund Activity

488 hedge funds and large institutions have $13.6B invested in Equifax in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
164
Reduced
157
Closed
43
Calls
$47.5M
Puts
$70.2M
Net Calls
-$22.7M
Net Calls Change
-$62.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.14B
2
GIM
Generation Investment Management
United Kingdom
$303M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
5
SIG
Senator Investment Group
New York
$101M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B
2
UIM
USS Investment Management
United Kingdom
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$17.5M
4
EC
Eminence Capital
New York
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
476
San Francisco Sentry Investment Group
California
$2K – – –
LFA
477
Legacy Financial Advisors
Kentucky
$2K – – –
TFA
478
Transamerica Financial Advisors
Florida
$2K +$200 +1 +11%
FMB
479
Field & Main Bank
Kentucky
$2K +$2K +20 New
CFB
480
Cullen/Frost Bankers
Texas
$2K +$2K +20 New
SWA
481
Sutton Wealth Advisors
Florida
$1.78K – – –
FCA
482
FinTrust Capital Advisors
South Carolina
$1K -$2K -14 -67%
PWM
483
PRW Wealth Management
Massachusetts
$1K – – –
AIA
484
Alera Investment Advisors
Illinois
$1K – – –
IWP
485
Icon Wealth Partners
Texas
$1K +$1K +7 New
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1K +10 New
RCAG
487
Rehmann Capital Advisory Group
Michigan
$594 +$594 +5 New
AA
488
Advisory Alpha
Michigan
$357 +$357 +3 New
UIM
489
USS Investment Management
United Kingdom
– -$140M -1,501,187 Closed
EC
490
Eminence Capital
New York
– -$63.8M -685,000 Closed
UOC
491
UBS O'Connor
Illinois
– -$28.9M -310,000 Closed
SC
492
Samlyn Capital
New York
– -$28.2M -303,172 Closed
NC
493
Nicholas Company
Wisconsin
– -$17.3M -185,560 Closed
QIM
494
Quantitative Investment Management
Virginia
– -$6.07M -65,200 Closed
AIM
495
Assured Investment Management
New York
– -$3.97M -42,609 Closed
Twin Tree Management
496
Twin Tree Management
Texas
– -$3.4M -36,451 Closed
PI
497
Putnam Investments
Massachusetts
– -$2.55M -27,335 Closed
SI
498
Sapience Investments
California
– -$2.48M -26,630 Closed
AC
499
Axon Capital
New York
– -$2.23M -23,990 Closed
AI
500
Atom Investors
Texas
– -$1.46M -15,625 Closed
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