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Equifax
EFX

Overview Fund Activity

589 hedge funds and large institutions have $21.4B invested in Equifax in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 190 increasing their positions, 195 reducing their positions, and 52 closing their positions.

Holders
589
Holders Change
+37
Holders Change %
+6.7%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
95
Increased
190
Reduced
195
Closed
52
Calls
$41.8M
Puts
$46.7M
Net Calls
-$4.94M
Net Calls Change
-$3.43M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$1.09B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$974M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.07B
4
ESCM
4
Echo Street Capital Management
New York
$208M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$99.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.48B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$111M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$294K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$675M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
551
American International Group
New York
$7.78K 40,330 -909 -2%
AssetMark Inc
552
AssetMark Inc
California
$7K 35 – –
FHA
553
First Horizon Advisors
Tennessee
$7K 34 +1 +3%
TFGT
554
TS Financial Group (TSFG)
Illinois
$7K 34 +2 +6%
SWA
555
Sutton Wealth Advisors
Florida
$6.94K 36 +8 +29%
IA
556
IFP Advisors
Florida
$6K 30 -16 -35%
SWA
557
SOA Wealth Advisors
New York
$6K 38 +38 New
NFG
558
Next Financial Group
Texas
$5K 25 -17 -40%
ONST
559
Old North State Trust
North Carolina
$5K 27 +27 New
FP
560
Fiduciary Planning
Florida
$4K 23 – –
CCA
561
Column Capital Advisors
Indiana
$4K 21 – –
FMP
562
Financial Management Professionals
Texas
$4K 22 – –
EWA
563
Evolution Wealth Advisors
Florida
$4K 19 – –
SL
564
Savior LLC
Massachusetts
$4K 20 – –
AWG
565
Altus Wealth Group
Colorado
$4K 19 +19 New
WWM
566
Wolff Wiese Magana
California
$4K 19 +19 New
BWM
567
BerganKDV Wealth Management
Minnesota
$3K 15 – –
ZB
568
Zions Bancorporation
Utah
$3K 16 +3 +23%
FPS
569
Fieldpoint Private Securities
Connecticut
$3K 17 +17 New
BBHC
570
Brown Brothers Harriman & Co
New York
$2K 10 -13 -57%
TAIM
571
TD Ameritrade Investment Management
Nebraska
$2K 11 -2 -15%
TJHA
572
Thomas J. Herzfeld Advisors
Florida
$2K 11 – –
BWA
573
BDO Wealth Advisors
Florida
$2K 12 – –
TFA
574
Transamerica Financial Advisors
Florida
$2K 8 – –
HIA
575
Harbor Investment Advisory
Maryland
$2K 9 – –
21 22
23
24 25