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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$269M
2
GIM
Generation Investment Management
United Kingdom
$1.25B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.09B
4
MAM
Majedie Asset Management
United Kingdom
$110M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$512M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$119M
4
Invesco
Invesco
Georgia
$479M
5
Capital International Investors
Capital International Investors
California
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
576
Prestige Wealth Management Group
New Jersey
$1K – – –
CWC
577
Carolinas Wealth Consulting
North Carolina
$1K – – –
TFM
578
TFC Financial Management
Massachusetts
$1K – – –
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$200 +1 +25%
CWP
580
Concord Wealth Partners
Virginia
$1K +$1K +3 New
1WM
581
1900 Wealth Management
Texas
$955 +$955 +5,273 New
BCWM
582
Bartlett & Co Wealth Management
Ohio
$906 – – –
BBHC
583
Brown Brothers Harriman & Co
New York
$5 +$3 +20 +200%
ACA
584
Anchor Capital Advisors
Massachusetts
– -$29.7M -154,185 Closed
BFS
585
Bradley Foster & Sargent
Connecticut
– -$29.3M -151,758 Closed
OCM
586
Oribel Capital Management
New York
– -$14.2M -73,500 Closed
Assenagon Asset Management
587
Assenagon Asset Management
Luxembourg
– -$9.67M -50,158 Closed
SCM
588
Sandler Capital Management
New York
– -$9.64M -50,000 Closed
Hudson Bay Capital Management
589
Hudson Bay Capital Management
Connecticut
– -$5.79M -30,000 Closed
Lazard Asset Management
590
Lazard Asset Management
New York
– -$4.48M -23,225 Closed
MSE
591
MUFG Securities EMEA
United Kingdom
– -$4.05M -21,000 Closed
MSA
592
Mason Street Advisors
Wisconsin
– -$3.24M -16,780 Closed
BFM
593
Boothbay Fund Management
New York
– -$2.62M -13,600 Closed
GH
594
GAM Holding
Switzerland
– -$2.33M -12,085 Closed
KWILP
595
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.96M -10,172 Closed
Qube Research & Technologies (QRT)
596
Qube Research & Technologies (QRT)
United Kingdom
– -$1.61M -8,366 Closed
PL
597
Polianta Ltd
Jersey
– -$1.39M -7,200 Closed
BCM
598
Bayesian Capital Management
New York
– -$995K -5,158 Closed
GTCM
599
Gyon Technologies Capital Management
New Jersey
– -$894K -4,635 Closed
HF
600
HRT Financial
New York
– -$884K -4,589 Closed
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