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Equifax
EFX

Overview Fund Activity

488 hedge funds and large institutions have $13.6B invested in Equifax in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
63
Increased
164
Reduced
157
Closed
43
Calls
$47.5M
Puts
$70.2M
Net Calls
-$22.7M
Net Calls Change
-$62.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$439M
2
GIM
Generation Investment Management
United Kingdom
+$303M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
5
SIG
Senator Investment Group
New York
+$101M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$675M
2
UIM
USS Investment Management
United Kingdom
-$140M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$86.8M
4
EC
Eminence Capital
New York
-$63.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Cornerstone Wealth Management
Missouri
– -$827K -8,878 Closed
TST
502
Tech Square Trading
Massachusetts
– -$609K -6,541 Closed
NIS
503
National Investment Services
Wisconsin
– -$531K -5,699 Closed
GEM
504
Global Endowment Management
North Carolina
– -$484K -5,200 Closed
BAM
505
Blueshift Asset Management
New Jersey
– -$479K -5,148 Closed
Marshall Wace
506
Marshall Wace
United Kingdom
– -$475K -5,099 Closed
SRAM
507
Stone Ridge Asset Management
New York
– -$468K -5,026 Closed
PC
508
Pecaut & Co
Iowa
– -$438K -4,700 Closed
LBD
509
Landsberg Bennett & Dubbaneh
Florida
– -$389K -4,178 Closed
AAM
510
Azzad Asset Management
Virginia
– -$387K -4,153 Closed
TTWM
511
TCV Trust & Wealth Management
Virginia
– -$335K -3,600 Closed
BCM
512
BBT Capital Management
Texas
– -$331K -3,551 Closed
RRAM
513
River Road Asset Management
Kentucky
– -$317K -3,404 Closed
FFS
514
Founders Financial Securities
Maryland
– -$274K -2,946 Closed
TSS
515
Two Sigma Securities
New York
– -$236K -2,531 Closed
CANY
516
Caxton Associates (New York)
New York
– -$225K -2,417 Closed
YMRC
517
Yorktown Management & Research Company
Virginia
– -$224K -2,400 Closed
AWM
518
Alterna Wealth Management
Texas
– -$220K -1,600 Closed
IIM
519
Ipswich Investment Management
Massachusetts
– -$75K -804 Closed
RWA
520
Ropes Wealth Advisors
Massachusetts
– -$70K -754 Closed
SQA
521
Simon Quick Advisors
New Jersey
– -$61K -650 Closed
DWM
522
Doyle Wealth Management
Florida
– -$53K -571 Closed
EAM
523
Exane Asset Management
France
– -$41.1K -441 Closed
LNB
524
Ledyard National Bank
– -$22K -231 Closed
VAIA
525
Virtus Alternative Investment Advisers
Connecticut
– -$19K -208 Closed
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