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Equifax
EFX

Overview Fund Activity

626 hedge funds and large institutions have $26.7B invested in Equifax in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+41
Holders Change %
+7.01%
% of All Funds
10.93%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
89
Increased
204
Reduced
189
Closed
44
Calls
$57.3M
Puts
$65.1M
Net Calls
-$7.79M
Net Calls Change
-$10.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.06B
2
AC
2
AKO Capital
United Kingdom
$326M
3
Morgan Stanley
3
Morgan Stanley
New York
$234M
4
Citadel Advisors
4
Citadel Advisors
Florida
$69.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$66.1M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$1.12B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.73B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$643M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.68B
5
Capital International Investors
5
Capital International Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
476
Private Advisor Group
New Jersey
$288K +$288K +1,203 New
WDA
477
Wendell David Associates
New Hampshire
$287K – – –
TI
478
Tidal Investments
Wisconsin
$282K +$282K +1,178 New
BNP Paribas Asset Management
479
BNP Paribas Asset Management
France
$280K +$280K +1,167 New
CFS
480
Cannon Financial Strategists
Georgia
$279K – – –
FRM
481
Fox Run Management
Connecticut
$273K +$273K +1,140 New
TMAM
482
Tokio Marine Asset Management
Japan
$272K -$18.7K -78 -6%
CCIA
483
Cherry Creek Investment Advisors
Colorado
$272K +$272K +1,136 New
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$271K +$42.2K +176 +18%
RIG
485
RiverFront Investment Group
Virginia
$269K -$68.7K -287 -20%
ST
486
Sabal Trust
Florida
$266K – – –
MSFS
487
Main Street Financial Solutions
Pennsylvania
$264K – – –
P
488
&Partners
Tennessee
$263K -$23.9K -100 -8%
GT
489
Greenleaf Trust
Michigan
$261K +$261K +1,090 New
GWM
490
GSB Wealth Management
Connecticut
$256K +$256K +1,069 New
APW
491
Austin Private Wealth
Texas
$256K +$256K +1,070 New
GSC
492
Ground Swell Capital
South Carolina
$254K +$254K +1,062 New
BWA
493
Burt Wealth Advisors
Maryland
$250K +$250K +1,043 New
EWM
494
Endurance Wealth Management
Rhode Island
$249K – – –
CG
495
Clarus Group
Texas
$249K +$249K +1,000 New
SPIA
496
Steward Partners Investment Advisory
New York
$248K -$9.1K -38 -4%
SBL
497
Sargent Bickham Lagudis
Colorado
$248K – – –
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$246K +$167K +701 +213%
PCA
499
Pallas Capital Advisors
Massachusetts
$245K +$245K +956 New
SC
500
Sepio Capital
Utah
$240K +$240K +1,000 New
18 19
20
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