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Equifax
EFX

Overview Fund Activity

519 hedge funds and large institutions have $15.9B invested in Equifax in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
177
Reduced
155
Closed
34
Calls
$90.1M
Puts
$56.9M
Net Calls
+$33.2M
Net Calls Change
-$2.82M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.42B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.48B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$764M
4
SC
Samlyn Capital
New York
$62M
5
LPC
Lone Pine Capital
Connecticut
$483M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.32B
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
MWA
Marshall Wace Asia
Hong Kong
$0
4
TCI Fund Management
TCI Fund Management
United Kingdom
$0
5
IFP
Independent Franchise Partners
United Kingdom
$434M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
501
Private Capital Group
Connecticut
$3K -$4.33K -39 -59%
SFSIG
502
San Francisco Sentry Investment Group
California
$3K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$3K – – –
EWA
504
Evolution Wealth Advisors
Florida
$3K +$150 +1 +5%
SQA
505
Simon Quick Advisors
New Jersey
$3K +$3K +18 New
SL
506
Savior LLC
Massachusetts
$3K +$3K +20 New
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +21 New
BL
508
Balentine LLC
Georgia
$2K – – –
TFA
509
Transamerica Financial Advisors
Florida
$2K – – –
TWA
510
TCI Wealth Advisors
Arizona
$2K +$2K +15 New
WCM
511
Wealthcare Capital Management
Virginia
$2K +$2K +16 New
CCA
512
Column Capital Advisors
Indiana
$2K +$2K +21 New
FPFS
513
First Personal Financial Services
North Carolina
$1K – – –
PWP
514
Personal Wealth Partners
Minnesota
$1K – – –
CA
515
CXI Advisors
Indiana
$1K +$1K +7 New
HWA
516
Heritage Wealth Advisors
Virginia
$841 +$841 +6 New
ECU
517
Egerton Capital (UK)
United Kingdom
– -$148M -1,051,935 Closed
MWA
518
Marshall Wace Asia
Hong Kong
– -$135M -962,947 Closed
TCI Fund Management
519
TCI Fund Management
United Kingdom
– -$110M -780,639 Closed
SIG
520
Senator Investment Group
New York
– -$84.4M -600,000 Closed
1832 Asset Management
521
1832 Asset Management
Ontario, Canada
– -$84.3M -596,430 Closed
CCM
522
Clearfield Capital Management
New York
– -$21.1M -150,070 Closed
JAM
523
Jupiter Asset Management
United Kingdom
– -$9.05M -64,336 Closed
OFCM
524
One Fin Capital Management
California
– -$5.63M -40,012 Closed
UFF
525
USA Financial Formulas
Michigan
– -$2.64M -18,738 Closed
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