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Equifax
EFX

Overview Fund Activity

592 hedge funds and large institutions have $12.9B invested in Equifax in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 185 increasing their positions, 216 reducing their positions, and 68 closing their positions.

Holders
592
Holders Change
+15
Holders Change %
+2.6%
% of All Funds
14.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
88
Increased
185
Reduced
216
Closed
68
Calls
$12M
Puts
$18M
Net Calls
-$5.94M
Net Calls Change
-$8.39M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$684M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$878M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$171M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$203M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$726M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$201M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
CCI
4
Columbus Circle Investors
$0
5
ATN
5
AMF Tjänstepension
Sweden
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
526
MV Capital Management
Maryland
$61K 515 – –
AAM
527
Advisors Asset Management
Colorado
$59K 500 – –
GLI
528
Guardian Life Insurance
New York
$54K 458 +19 +4%
SNT
529
Security National Trust
West Virginia
$53K 450 – –
VCM
530
Versant Capital Management
Arizona
$47K 399 -14 -3%
CG
531
Cutler Group
California
$46K 396 +396 New
FCFS
532
First Command Financial Services
Texas
$45K 380 +380 New
FCB
533
First Command Bank
Texas
$45K 380 +380 New
PWM
534
Perigon Wealth Management
California
$43K 321 – –
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$41K 351 -171 -33%
SPIA
536
Steward Partners Investment Advisory
New York
$41K 350 +350 New
PIA
537
Piedmont Investment Advisors
North Carolina
$40.2K 340 +337 +11,233%
GEA
538
Glen Eagle Advisors
New Jersey
$38.4K 324 +324 New
IIC
539
Integrated Investment Consultants
Michigan
$38K 325 – –
NFG
540
Next Financial Group
Texas
$35K 300 – –
GWS
541
Glassman Wealth Services
Virginia
$30K 250 – –
PA
542
Perennial Advisors
New York
$30K 250 +250 New
PA
543
Parallel Advisors
California
$29K 246 +246 New
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K 230 -70 -23%
LNB
545
Ledyard National Bank
$27K 231 – –
PFS
546
Physicians Financial Services
North Carolina
$27K 200 – –
PMFA
547
Plante Moran Financial Advisors
Michigan
$27K 232 – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$23K 194 – –
MCM
549
Manchester Capital Management
Vermont
$23K 194 – –
IWM
550
IHT Wealth Management
Illinois
$23K 195 +195 New
20 21
22
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