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Equifax
EFX

Overview Fund Activity

592 hedge funds and large institutions have $12.9B invested in Equifax in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 185 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
592
Holders Change
+15
Holders Change %
+2.6%
% of All Funds
14.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
88
Increased
185
Reduced
216
Closed
68
Calls
$12M
Puts
$18M
Net Calls
-$5.94M
Net Calls Change
-$8.39M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$684M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$878M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$171M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$203M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$726M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
CCI
4
Columbus Circle Investors
$0
5
ATN
5
AMF Tjänstepension
Sweden
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
501
Prelude Capital Management
New York
$166K 1,404 +1,207 +613%
AA
502
Ancora Advisors
Ohio
$166K 1,400 +1,400 New
CAW
503
Cornerstone Advisors (Washington)
Washington
$132K 1,119 -470 -30%
EWM
504
Evercore Wealth Management
New York
$129K 1,090 -295 -21%
BBHC
505
Brown Brothers Harriman & Co
New York
$121K 1,021 +550 +117%
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$118K 996 – –
WT
507
Whittier Trust
California
$118K 1,000 – –
BWP
508
Baldwin Wealth Partners
Massachusetts
$118K 1,000 – –
EA
509
Edge Advisors
Georgia
$118K 1,000 +1,000 New
TCOV
510
Trust Company of Vermont
Vermont
$111K 940 – –
FPFS
511
First Personal Financial Services
North Carolina
$98K 831 +755 +993%
KLI
512
Kelman-Lazarov Inc
Tennessee
$92.2K 780 -220 -22%
Bessemer Group
513
Bessemer Group
New Jersey
$88K 738 +360 +95%
BCI
514
Brinker Capital Investments
Pennsylvania
$84K 711 -59 -8%
ARMC
515
American Research & Management Company
Massachusetts
$83K 700 – –
DADC
516
D.A. Davidson & Co
Montana
$82K 700 – –
IA
517
IFP Advisors
Florida
$81K 681 +470 +223%
IDBONY
518
Israel Discount Bank of New York
New York
$81K 681 +681 New
CIM
519
Contravisory Investment Management
Massachusetts
$76K 645 +76 +13%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$75K 636 -38,405 -98%
EMG
521
ETF Managers Group
New Jersey
$75K 639 +53 +9%
RI
522
Redwood Investments
Massachusetts
$73K 619 – –
YWP
523
YorkBridge Wealth Partners
New York
$72K 601 +601 New
CBOA
524
Commonwealth Bank of Australia
Australia
$69K 583 -26 -4%
Parallax Volatility Advisers
525
Parallax Volatility Advisers
California
$65K 552 -3,054 -85%
19 20
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