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Equifax
EFX

Overview Fund Activity

626 hedge funds and large institutions have $26.7B invested in Equifax in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+41
Holders Change %
+7.01%
% of All Funds
10.93%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
89
Increased
204
Reduced
189
Closed
44
Calls
$57.3M
Puts
$65.1M
Net Calls
-$7.79M
Net Calls Change
-$10.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.06B
2
AC
2
AKO Capital
United Kingdom
$326M
3
Morgan Stanley
3
Morgan Stanley
New York
$234M
4
Citadel Advisors
4
Citadel Advisors
Florida
$69.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$66.1M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$1.12B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.73B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$643M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.68B
5
Capital International Investors
5
Capital International Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
Sepio Capital
Utah
$240K +$240K +1,000 New
ECG
502
Edge Capital Group
Georgia
$240K +$240K +1,000 New
GT
503
Glenview Trust
Kentucky
$240K +$240K +1,000 New
WTB
504
Washington Trust Bank
Washington
$240K +$240K +1,000 New
FWCM
505
Ferguson Wellman Capital Management
Oregon
$240K +$240K +1,000 New
HCM
506
Howland Capital Management
Massachusetts
$240K +$240K +1,000 New
Bank Julius Baer & Co
507
Bank Julius Baer & Co
Switzerland
$240K +$240K +1,002 New
SIC
508
Salem Investment Counselors
North Carolina
$236K – – –
TPM
509
Triasima Portfolio Management
Quebec, Canada
$236K +$236K +985 New
FA
510
Fermata Advisors
California
$235K +$235K +979 New
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$230K +$13K +54 +6%
BFS
512
Bradley Foster & Sargent
Connecticut
$228K +$228K +950 New
CGL
513
Clarius Group LLC
Washington
$228K +$228K +952 New
MLFP
514
MPS Loria Financial Planners
Illinois
$224K – – –
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$222K +$90.1K +376 +68%
IAA
516
Independent Advisor Alliance
North Carolina
$221K -$47.9K -200 -18%
IWC
517
Integrated Wealth Concepts
Massachusetts
$221K +$221K +922 New
QI
518
Qtron Investments
Massachusetts
$220K +$220K +919 New
BCA
519
Berman Capital Advisors
Georgia
$219K +$27.2K +114 +14%
NIM
520
Northeast Investment Management
Massachusetts
$217K +$217K +904 New
Federated Hermes
521
Federated Hermes
Pennsylvania
$213K -$23K -96 -10%
WA
522
Wealth Alliance
New York
$213K +$213K +890 New
BOS
523
Bingham Osborn & Scarborough
California
$207K +$207K +865 New
WAS
524
Wealth Advisory Solutions
Indiana
$205K +$205K +856 New
VVP
525
Venture Visionary Partners
Ohio
$204K +$204K +852 New
19 20
21
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