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Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.6B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$274M
3
JIM
3
Jensen Investment Management
Oregon
$232M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.91B

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
IFP
2
Independent Franchise Partners
United Kingdom
$185M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$242M
4
MCM
4
Melvin Capital Management
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
476
Delta Asset Management
Tennessee
$15K – – –
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CFD
478
Creative Financial Designs
Indiana
$15K +$7.33K +43 +96%
JG
479
Jefferies Group
New York
$13.7K +$9.33K +54,291 +213%
CA
480
Clearstead Advisors
Ohio
$12K -$2.57K -15 -18%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$11K +$516 +3 +5%
CWC
482
Carolinas Wealth Consulting
North Carolina
$11K +$11K +65 New
NIM
483
NuWave Investment Management
New Jersey
$10K -$455K -2,638 -98%
RA
484
Rational Advisors
New York
$10K +$10K +58 New
LC
485
Lindbrook Capital
California
$9K -$1.26K -7 -12%
EARNEST Partners
486
EARNEST Partners
Georgia
$9K – – –
CHC
487
City Holding Co
West Virginia
$9K – – –
ME
488
McIlrath & Eck
Washington
$9K – – –
ADL
489
Asset Dedication LLC
California
$9K +$176 +1 +2%
EW
490
Evoke Wealth
California
$9K +$1.9K +11 +27%
FWM
491
Filbrandt Wealth Management
Wisconsin
$9K +$9K +50 New
GRP
492
Global Retirement Partners
California
$8K – – –
SA
493
SRH Advisors
Kansas
$7K – – –
CCA
494
Column Capital Advisors
Indiana
$7K +$3.73K +24 +114%
AssetMark Inc
495
AssetMark Inc
California
$6K -$1.06M -6,181 -99%
BL
496
Balentine LLC
Georgia
$6K -$14.7K -86 -71%
IA
497
IFP Advisors
Florida
$6K -$4.59K -26 -43%
TFGT
498
TS Financial Group (TSFG)
Illinois
$6K – – –
WTC
499
WhitTier Trust Company
Nevada
$6K – – –
RWA
500
Ropes Wealth Advisors
Massachusetts
$6K +$6K +32 New
18 19
20
21 22