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Equifax
EFX

Overview Fund Activity

521 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+22
Holders Change %
+4.41%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
73
Increased
168
Reduced
177
Closed
47
Calls
$95.5M
Puts
$47.4M
Net Calls
+$48.2M
Net Calls Change
+$21.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.6B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$274M
3
JIM
Jensen Investment Management
Oregon
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.91B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
IFP
Independent Franchise Partners
United Kingdom
$185M
3
Capital Research Global Investors
Capital Research Global Investors
California
$242M
4
MCM
Melvin Capital Management
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
501
Kore Private Wealth
New York
$6K +$6K +38 New
SWA
502
Sutton Wealth Advisors
Florida
$4.81K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$4K +$2.26K +13 +130%
FMP
504
Financial Management Professionals
Texas
$4K +$4K +25 New
BWM
505
BerganKDV Wealth Management
Minnesota
$3K -$3.2K -16 -52%
SL
506
Savior LLC
Massachusetts
$3K – – –
EWA
507
Evolution Wealth Advisors
Florida
$3K +$3K +19 New
TAIM
508
TD Ameritrade Investment Management
Nebraska
$2K -$71.5K -465 -97%
ZB
509
Zions Bancorporation
Utah
$2K – – –
M
510
MOTCO
Texas
$2K – – –
TJHA
511
Thomas J. Herzfeld Advisors
Florida
$2K +$2K +10 New
PCG
512
Private Capital Group
Connecticut
$1K -$8K -24 -89%
PWMG
513
Prestige Wealth Management Group
New Jersey
$1K -$1K -7 -50%
PA
514
Procyon Advisors
Connecticut
$1K – – –
WCG
515
Weaver Consulting Group
California
$1K – – –
TWA
516
TCI Wealth Advisors
Arizona
$1K +$500 +4 +100%
Bank Julius Baer & Co
517
Bank Julius Baer & Co
Switzerland
$1K +$1K +5 New
TI
518
tru Independence
Oregon
$60 – – –
LPC
519
Lone Pine Capital
Connecticut
– -$379M -3,171,575 Closed
MCM
520
Melvin Capital Management
New York
– -$95.6M -800,000 Closed
PAMU
521
Pictet Asset Management (UK)
United Kingdom
– -$48.5M -406,217 Closed
1832 Asset Management
522
1832 Asset Management
Ontario, Canada
– -$27.4M -223,200 Closed
AP
523
Antipodes Partners
Australia
– -$26.2M -219,159 Closed
CHCM
524
Columbus Hill Capital Management
New Jersey
– -$11.8M -98,771 Closed
D.E. Shaw & Co
525
D.E. Shaw & Co
New York
– -$10.3M -85,890 Closed
19 20
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