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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EGM
651
Engineers Gate Manager
New York
– – -1,200 Closed
BWP
652
BSW Wealth Partners
Colorado
– – -1,141 Closed
O
653
Ossiam
France
– – -762 Closed
GWM
654
Geneos Wealth Management
Colorado
– – -621 Closed
OCM
655
Osterweis Capital Management
California
– – -560 Closed
MIFH
656
Migdal Insurance & Financial Holdings
Israel
– – -401 Closed
Group One Trading
657
Group One Trading
Illinois
– – -369 Closed
AIC
658
Ameritas Investment Company
Nebraska
– – -342 Closed
PHK
659
Point72 Hong Kong
Hong Kong
– – -317 Closed
VFA
660
Valeo Financial Advisors
Indiana
– – -230 Closed
ADIM
661
Alpha DNA Investment Management
Maryland
– – -130 Closed
SFS
662
Sowell Financial Services
Arkansas
– – -123 Closed
WAP
663
Wealthcare Advisory Partners
Pennsylvania
– – -80 Closed
IAIM
664
International Assets Investment Management
Florida
– – -63 Closed
Baillie Gifford & Co
665
Baillie Gifford & Co
United Kingdom
– – -52 Closed
FP
666
Fiduciary Planning
Florida
– – -23 Closed
MWP
667
Meridian Wealth Partners
Pennsylvania
– – -13 Closed
TFA
668
Transamerica Financial Advisors
Florida
– – -7 Closed
CWP
669
Concord Wealth Partners
Virginia
– – -3 Closed
AC
670
Apogem Capital
New York
– – – –
CAM
671
CenterStar Asset Management
Illinois
– – – –
LFG
672
Larson Financial Group
Missouri
$0 1 – –
EAM
673
Erste Asset Management
Austria
– – – –
Capital Fund Management (CFM)
674
Capital Fund Management (CFM)
France
– – – –
Capstone Investment Advisors
675
Capstone Investment Advisors
New York
– – – –
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