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Equifax
EFX

Overview Fund Activity

568 hedge funds and large institutions have $14.9B invested in Equifax in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 214 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
14.16%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
64
Increased
181
Reduced
214
Closed
76
Calls
$6.95M
Puts
$4.55M
Net Calls
+$2.4M
Net Calls Change
+$8.34M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$705M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$89M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$51.1M
5
CCM
Cantillon Capital Management
New York
+$39M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$859M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$152M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$129M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$79K -$7.93K -58 -9%
EWM
502
Evercore Wealth Management
New York
$76K -$73.3K -535 -49%
FMA
503
FNY Managed Accounts
New York
$68K +$68K +504 New
MUS
504
Mitsubishi UFJ Securities
Japan
$67K +$67K +490 New
HR
505
Howe & Rusling
New York
$63K -$386K -2,820 -86%
GLI
506
Guardian Life Insurance
New York
$63K – – –
Korea Investment Corp
507
Korea Investment Corp
South Korea
$63K +$43.6K +317 +225%
MCM
508
MV Capital Management
Maryland
$55K -$15.8K -115 -22%
VCM
509
Versant Capital Management
Arizona
$54K – – –
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$46K -$1.49K -11 -3%
RIM
511
Rampart Investment Management
Connecticut
$45K +$45K +330 New
GEA
512
Glen Eagle Advisors
New Jersey
$44.4K +$137 +1 +0.3%
PWM
513
Perigon Wealth Management
California
$44K – – –
IIC
514
Integrated Investment Consultants
Michigan
$44K – – –
PA
515
Parallel Advisors
California
$43K +$9.74K +72 +29%
SPIA
516
Steward Partners Investment Advisory
New York
$41K -$6.2K -46 -13%
CYG
517
Clean Yield Group
Vermont
$41K +$41K +303 New
SNT
518
Security National Trust
West Virginia
$39K -$22.6K -165 -37%
TRCT
519
Tower Research Capital (TRC)
New York
$38K -$365K -2,663 -91%
AIL
520
AGF Investments LLC
Ontario, Canada
$35K +$35K +256 New
GWS
521
Glassman Wealth Services
Virginia
$34K – – –
PA
522
Perennial Advisors
New York
$34K – – –
LNB
523
Ledyard National Bank
$32K – – –
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
PMFA
525
Plante Moran Financial Advisors
Michigan
$32K +$542 +4 +2%
19 20
21
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