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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-20
Holders Change %
-3.85%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
51
Increased
160
Reduced
197
Closed
66
Calls
$63.6M
Puts
$37.3M
Net Calls
+$26.4M
Net Calls Change
-$6.87M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B
2
MCM
Melvin Capital Management
New York
$95.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
4
JIM
Jensen Investment Management
Oregon
$74.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$97.5M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$231M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$182M
3
Capital International Investors
Capital International Investors
California
$1.06B
4
SC
Samlyn Capital
New York
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
476
BerganKDV Wealth Management
Minnesota
$4K – – –
TFGT
477
TS Financial Group (TSFG)
Illinois
$4K +$500 +4 +14%
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +31 New
SWA
479
Sutton Wealth Advisors
Florida
$3.35K – – –
CCA
480
Column Capital Advisors
Indiana
$3K – – –
PCG
481
Private Capital Group
Connecticut
$3K – – –
SFSIG
482
San Francisco Sentry Investment Group
California
$3K – – –
TA
483
Thor Advisors
New York
$3K +$3K +27 New
ZB
484
Zions Bancorporation
Utah
$2K -$6.31K -41 -76%
SL
485
Savior LLC
Massachusetts
$2K – – –
PWMG
486
Prestige Wealth Management Group
New Jersey
$2K +$2K +14 New
SC
487
Solstein Capital
California
$2K +$2K +17 New
WCG
488
Weaver Consulting Group
California
$1K -$8.33K -50 -89%
BBHC
489
Brown Brothers Harriman & Co
New York
$1K -$1.4K -14 -58%
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$1K -$909 -10 -48%
TFA
491
Transamerica Financial Advisors
Florida
$1K – – –
PW
492
Price Wealth
Texas
$1K +$1K +8 New
M
493
MOTCO
Texas
$1K +$1K +10 New
NL
494
NWAM LLC
Washington
$478 – – –
TI
495
tru Independence
Oregon
$42 – – –
SC
496
Samlyn Capital
New York
– -$62M -442,327 Closed
SCM
497
Sirios Capital Management
Massachusetts
– -$27.1M -193,527 Closed
JCM
498
JS Capital Management
New York
– -$15.4M -110,000 Closed
BAM
499
Burgundy Asset Management
Ontario, Canada
– -$6.76M -48,242 Closed
HT
500
HAP Trading
New York
– -$4.07M -29,017 Closed
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