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Equifax
EFX

Overview Fund Activity

589 hedge funds and large institutions have $21.4B invested in Equifax in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 190 increasing their positions, 195 reducing their positions, and 52 closing their positions.

Holders
589
Holders Change
+37
Holders Change %
+6.7%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
95
Increased
190
Reduced
195
Closed
52
Calls
$41.8M
Puts
$46.7M
Net Calls
-$4.94M
Net Calls Change
-$3.43M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.09B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$974M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.07B
4
ESCM
4
Echo Street Capital Management
New York
$208M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$99.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.48B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$111M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$294K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$675M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
476
Steward Partners Investment Advisory
New York
$200K 1,036 – –
SBL
477
Sargent Bickham Lagudis
Colorado
$200K 1,036 +1,036 New
SIC
478
Salem Investment Counselors
North Carolina
$190K 986 – –
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$180K 931 -41 -4%
Federated Hermes
480
Federated Hermes
Pennsylvania
$179K 930 -246 -21%
MLFP
481
MPS Loria Financial Planners
Illinois
$176K 937 +937 New
HIIFS
482
Harel Insurance Investments & Financial Services
Israel
$163K 263 – –
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$163K 850 +17 +2%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$160K 830 -8 -1%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K 733 +322 +78%
VAIA
486
Virtus Alternative Investment Advisers
Connecticut
$138K 717 -35 -5%
First Manhattan
487
First Manhattan
New York
$133K 693 – –
FAM
488
Fred Alger Management
New York
$116K 599 +492 +460%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$104K 538 +23 +4%
HFM
490
Harvest Fund Management
China
$104K 543 +240 +79%
PK
491
Pflug Koory
Nebraska
$96K 500 – –
GLLW
492
Graves Light Lenhart Wealth
Virginia
$92K 475 +475 New
NL
493
NVWM LLC
Pennsylvania
$87K 450 – –
MAM
494
Meeder Asset Management
Ohio
$87K 450 +41 +10%
LAS
495
Lloyd Advisory Services
Georgia
$82K 423 +423 New
T
496
TOBAM
France
$80K 414 – –
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$69K 358 +358 New
PWM
498
Perigon Wealth Management
California
$69K 360 +360 New
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$62K 326 +10 +3%
NR
500
Newfound Research
Massachusetts
$62K 322 +322 New
18 19
20
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