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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $16B invested in Equifax in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 167 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
42
Increased
167
Reduced
165
Closed
48
Calls
$104M
Puts
$68.2M
Net Calls
+$36M
Net Calls Change
+$16.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$432M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$692M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84.3M
4
CII
Capital International Inc
California
$58.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$48.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$968M
2
GIM
Generation Investment Management
United Kingdom
$313M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$110M
4
FCM
Farallon Capital Management
California
$89.3M
5
Capital International Investors
Capital International Investors
California
$1.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
476
Tarbox Family Office
California
$7K – – –
ME
477
McIlrath & Eck
Washington
$7K – – –
RIA
478
Realta Investment Advisors
Delaware
$7K – – –
GT
479
Glenmede Trust
Pennsylvania
$6.54K -$4.22K -30,028 -39%
CFD
480
Creative Financial Designs
Indiana
$6K – – –
PFSC
481
Peoples Financial Services Corp
Pennsylvania
$6K – – –
SA
482
SRH Advisors
Kansas
$6K – – –
AS
483
Altshuler Shaham
Israel
$6K +$6K +45 New
SWA
484
Sutton Wealth Advisors
Florida
$5.06K +$1.83K +13 +57%
WTC
485
WhitTier Trust Company
Nevada
$5K – – –
TFGT
486
TS Financial Group (TSFG)
Illinois
$4K – – –
RCAG
487
Rehmann Capital Advisory Group
Michigan
$3.66K – – –
FMB
488
Field & Main Bank
Kentucky
$3K – – –
SFSIG
489
San Francisco Sentry Investment Group
California
$3K – – –
BWM
490
BerganKDV Wealth Management
Minnesota
$3K – – –
EWA
491
Evolution Wealth Advisors
Florida
$3K – – –
BBHC
492
Brown Brothers Harriman & Co
New York
$3K +$2.25K +18 +300%
TFA
493
Transamerica Financial Advisors
Florida
$2K +$1.75K +7 +700%
BL
494
Balentine LLC
Georgia
$2K +$2K +12 New
AA
495
Advisory Alpha
Michigan
$1.26K +$1.26K +9 New
FPFS
496
First Personal Financial Services
North Carolina
$1K – – –
PWP
497
Personal Wealth Partners
Minnesota
$1K +$1K +4 New
JCM
498
Junto Capital Management
New York
– -$78.1M -577,555 Closed
USAA
499
United Services Automobile Association
Texas
– -$33.7M -249,148 Closed
OCM
500
Oribel Capital Management
New York
– -$19.3M -142,700 Closed
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