EFX icon

Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $13.9B invested in Equifax in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
–
Holders Change %
0%
% of All Funds
11.94%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
52
Increased
150
Reduced
190
Closed
48
Calls
$350M
Puts
$171M
Net Calls
+$178M
Net Calls Change
+$177M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.68B
2
SIG
Senator Investment Group
New York
$125M
3
Citadel Advisors
Citadel Advisors
Florida
$185M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$237M
5
UIM
USS Investment Management
United Kingdom
$82.3M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$49.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$37.4M
3
O
OppenheimerFunds
New York
$147M
4
FCM
Farallon Capital Management
California
$105M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
501
City Holding Co
West Virginia
$6K – – –
ADL
502
Asset Dedication LLC
California
$6K – – –
OC
503
Oakworth Capital
Alabama
$6K – – –
EARNEST Partners
504
EARNEST Partners
Georgia
$6K – – –
KJWM
505
Kiley Juergens Wealth Management
Washington
$6K +$6K +50 New
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$5K – – –
SA
507
SRH Advisors
Kansas
$5K – – –
CAW
508
Cornerstone Advisors (Washington)
Washington
$5K – – –
FMB
509
Field & Main Bank
Kentucky
$5K +$5K +40 New
SWA
510
Sutton Wealth Advisors
Florida
$3.88K – – –
AC
511
Avestar Capital
New York
$3K – – –
BWM
512
BerganKDV Wealth Management
Minnesota
$2K +$2K +15 New
CFC
513
Coyle Financial Counsel
Illinois
$2K +$2K +17 New
MUS
514
Mitsubishi UFJ Securities
Japan
$1K – – –
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
VNA
516
Valley National Advisers
Pennsylvania
$1K +$1K +4 New
NIM
517
NuWave Investment Management
New Jersey
$1K +$1K +8 New
RA
518
Rational Advisors
New York
$1K +$1K +8 New
B
519
Bridgeworth
Alabama
$1K +$1K +10 New
RCAG
520
Rehmann Capital Advisory Group
Michigan
$751 – – –
VFCM
521
Valley Forge Capital Management
Florida
– -$31.8M -270,003 Closed
Artisan Partners
522
Artisan Partners
Wisconsin
– -$18.6M -158,051 Closed
Balyasny Asset Management
523
Balyasny Asset Management
Illinois
– -$10.4M -88,465 Closed
AP
524
Archon Partners
New Jersey
– -$7.61M -64,600 Closed
FSCM
525
First Sabrepoint Capital Management
Texas
– -$4.36M -37,000 Closed
19 20
21
22 23