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Equifax
EFX

Overview Fund Activity

552 hedge funds and large institutions have $17.6B invested in Equifax in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 162 reducing their positions, and 47 closing their positions.

Holders
552
Holders Change
+31
Holders Change %
+5.95%
% of All Funds
11.17%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.1%
New
80
Increased
183
Reduced
162
Closed
47
Calls
$49.6M
Puts
$51.2M
Net Calls
-$1.51M
Net Calls Change
-$49.7M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$431M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$149M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$246M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$322M
5
JCM
5
Junto Capital Management
New York
$60.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.74B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.56B
3
IFP
3
Independent Franchise Partners
United Kingdom
$30M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$127M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$656M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$5K 33 +33 New
PFS
527
Prospera Financial Services
Texas
$5K 34 +34 New
SWA
528
Sutton Wealth Advisors
Florida
$4.39K 28 – –
BBHC
529
Brown Brothers Harriman & Co
New York
$4K 23 – –
FP
530
Fiduciary Planning
Florida
$4K 23 +23 New
CCA
531
Column Capital Advisors
Indiana
$3K 21 -24 -53%
FMP
532
Financial Management Professionals
Texas
$3K 22 -3 -12%
EWA
533
Evolution Wealth Advisors
Florida
$3K 19 – –
SL
534
Savior LLC
Massachusetts
$3K 20 – –
PFWA
535
Paces Ferry Wealth Advisors
Georgia
$3K 17 +17 New
ZB
536
Zions Bancorporation
Utah
$2K 13 – –
M
537
MOTCO
Texas
$2K 10 – –
TAIM
538
TD Ameritrade Investment Management
Nebraska
$2K 13 – –
BWM
539
BerganKDV Wealth Management
Minnesota
$2K 15 – –
TJHA
540
Thomas J. Herzfeld Advisors
Florida
$2K 11 +1 +10%
TFA
541
Transamerica Financial Advisors
Florida
$2K 8 +8 New
BWA
542
BDO Wealth Advisors
Florida
$2K 12 +12 New
CWC
543
Carolinas Wealth Consulting
North Carolina
$1K 8 -57 -88%
WCG
544
Weaver Consulting Group
California
$1K 6 – –
PWMG
545
Prestige Wealth Management Group
New Jersey
$1K 7 – –
TWA
546
TCI Wealth Advisors
Arizona
$1K 8 – –
TFM
547
TFC Financial Management
Massachusetts
$1K 6 +6 New
EI
548
Ellevest Inc
New York
$1K 9 +9 New
HIA
549
Harbor Investment Advisory
Maryland
$1K 9 +9 New
JG
550
Jefferies Group
New York
– – -79,791 Closed
20 21
22
23 24