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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 %
HI
601
Harbour Investments
Wisconsin
$5K -$12.3K -54 -71%
SL
602
Savior LLC
Massachusetts
$5K – – –
CCA
603
Column Capital Advisors
Indiana
$5K – – –
FMP
604
Financial Management Professionals
Texas
$5K – – –
EWA
605
Evolution Wealth Advisors
Florida
$5K – – –
Nisa Investment Advisors
606
Nisa Investment Advisors
Missouri
$4.47K -$575 -2,400 -11%
FPS
607
Fieldpoint Private Securities
Connecticut
$4K – – –
LCM
608
Logan Capital Management
Pennsylvania
$4K – – –
BWM
609
BerganKDV Wealth Management
Minnesota
$4K +$250 +1 +7%
PCH
610
Polar Capital Holdings
United Kingdom
$3.79K +$3.79K +15,808 New
BWA
611
BDO Wealth Advisors
Florida
$3K – – –
ACA
612
Atlas Capital Advisors
Wyoming
$2.16K +$2.16K +9 New
HIA
613
Harbor Investment Advisory
Maryland
$2K – – –
PWMG
614
Prestige Wealth Management Group
New Jersey
$2K – – –
LWM
615
Liberty Wealth Management
California
$2K +$1.43K +5 +250%
PP
616
Pacifica Partners
Canada
$2K +$2K +10 New
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +10 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$1.2K – – –
BC
619
Bartlett & Co
Ohio
$1K – – –
PCG
620
Private Capital Group
Connecticut
$1K – – –
CWC
621
Carolinas Wealth Consulting
North Carolina
$1K – – –
SFO
622
Standard Family Office
South Dakota
$1K – – –
TFM
623
TFC Financial Management
Massachusetts
$1K – – –
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
BBHC
625
Brown Brothers Harriman & Co
New York
$7 – – –
23 24
25
26 27