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Equifax
EFX

471 hedge funds and large institutions have $10.5B invested in Equifax in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 179 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $70.9M | Put options by funds: $31.1M

2.76% more ownership

Funds ownership: 91.56% → 94.32% (+2.8%)

12% less funds holding

Funds holding: 535 → 471 (-64)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

17% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 179

26% less capital invested

Capital invested by funds: $14.2B → $10.5B (-$3.69B)

53% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 109

Holders
471
Holders Change
-64
Holders Change %
-11.96%
% of All Funds
10.49%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
51
Increased
149
Reduced
179
Closed
109
Calls
$70.9M
Puts
$31.1M
Net Calls
+$39.9M
Net Calls Change
+$14.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$739M
2
Capital International Investors
Capital International Investors
California
+$400M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$208M
4
FCM
Farallon Capital Management
California
+$142M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$90.6M

Top Sellers

1
SIG
Senator Investment Group
New York
-$281M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$211M
3
BlackRock
BlackRock
New York
-$176M
4
MWNA
Marshall Wace North America
New York
-$169M
5
Citadel Advisors
Citadel Advisors
Florida
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$1.03M -$219K -2,056 -16%
AIM
227
Achmea Investment Management
Netherlands
$1.02M +$655K +6,154 +127%
CS
228
Candriam SCA
Luxembourg
$1M +$50.1K +471 +5%
Man Group
229
Man Group
United Kingdom
$988K -$6.61M -62,131 -85%
PIM
230
Penobscot Investment Management
Massachusetts
$987K – – –
DHFB
231
Dixon Hubard Feinour & Brown
Virginia
$965K -$79.4K -746 -7%
NMERB
232
New Mexico Educational Retirement Board
New Mexico
$955K -$53.2K -500 -5%
RC
233
RBF Capital
California
$931K – – –
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
$925K -$30.8K -289 -3%
GC
235
Guggenheim Capital
Illinois
$906K +$38K +357 +4%
CG
236
Cutler Group
California
$899K +$158K +1,489 +18%
AF
237
Aldebaran Financial
$889K -$47.9K -450 -5%
DCM
238
Donaldson Capital Management
Indiana
$861K – – –
NAM
239
Nissay Asset Management
Japan
$855K +$37.4K +351 +4%
SDIC
240
South Dakota Investment Council
South Dakota
$829K – – –
CWM
241
Cornerstone Wealth Management
Missouri
$827K -$140M -1,320,034 -99%
BHC
242
Bowen Hanes & Co
Florida
$821K -$67.1K -630 -7%
UF
243
Univest Financial
Pennsylvania
$768K – – –
RC
244
RegentAtlantic Capital
New Jersey
$731K +$2.23K +21 +0.3%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$730K -$60.2K -566 -7%
LA
246
Legacy Advisors
Pennsylvania
$729K – – –
WB
247
WesBanco Bank
West Virginia
$727K -$19.7K -185 -2%
RP
248
Riverbridge Partners
Minnesota
$723K -$712K -6,689 -46%
SIM
249
Sentry Investment Management
Wisconsin
$705K -$20.5K -193 -2%
EP
250
Elkfork Partners
Oregon
$687K +$39.8K +374 +5%
8 9
10
11 12

EFX Hedge Fund Activity: Q4 2018 in Review

471 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2018, worth a combined $10.5B — down 26% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of EFX and 51 opened new positions — a net loss of 58 holders — while 179 trimmed existing stakes and 149 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $739M. The largest seller was Senator Investment Group, exiting entirely with an estimated $281M sold.

  • 471 institutional investors held Equifax (EFX) as of Q4 2018, down from 535 in Q3 2018.
  • Funds reported $10.5B of Equifax stock for Q4 2018, down 26% quarter-over-quarter.
  • 51 funds opened new Equifax positions in Q4 2018 and 109 closed out, a net change of -58 holders.
  • The largest Equifax buyer in Q4 2018 was T. Rowe Price Associates, an estimated $739M added.
  • The largest Equifax seller in Q4 2018 was Senator Investment Group, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2018.