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Equifax
EFX

535 hedge funds and large institutions have $14.2B invested in Equifax in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 186 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

40% more call options, than puts

Call options by funds: $88.6M | Put options by funds: $63.2M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

2% more funds holding

Funds holding: 522 → 535 (+13)

3% more capital invested

Capital invested by funds: $13.9B → $14.2B (+$353M)

1.72% less ownership

Funds ownership: 93.28% → 91.56% (-1.7%)

10% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 186

Holders
535
Holders Change
+13
Holders Change %
+2.49%
% of All Funds
12.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
52
Increased
167
Reduced
186
Closed
33
Calls
$88.6M
Puts
$63.2M
Net Calls
+$25.5M
Net Calls Change
-$153M

Top Buyers

1
SIG
Senator Investment Group
New York
+$150M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$132M
3
Capital World Investors
Capital World Investors
California
+$119M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.5M
5
CCM
Cantillon Capital Management
New York
+$71.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$482M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$197M
3
MG
Meritage Group
California
-$115M
4
Nomura Holdings
Nomura Holdings
Japan
-$55.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
251
Penobscot Investment Management
Massachusetts
$1.38M – – –
HighTower Advisors
252
HighTower Advisors
Illinois
$1.36M -$904K -6,939 -40%
CS
253
Candriam SCA
Luxembourg
$1.35M – – –
Robeco Institutional Asset Management
254
Robeco Institutional Asset Management
Netherlands
$1.33M +$376K +2,885 +39%
AF
255
Aldebaran Financial
$1.31M – – –
RC
256
RBF Capital
California
$1.31M – – –
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.29M -$353K -2,711 -22%
BHC
258
Bowen Hanes & Co
Florida
$1.23M – – –
GC
259
Guggenheim Capital
Illinois
$1.22M -$90.8K -697 -7%
William Blair & Company
260
William Blair & Company
Illinois
$1.22M +$662K +5,083 +120%
DCM
261
Donaldson Capital Management
Indiana
$1.21M – – –
NIS
262
National Investment Services
Wisconsin
$1.2M -$147K -1,126 -11%
SDIC
263
South Dakota Investment Council
South Dakota
$1.16M – – –
NAM
264
Nissay Asset Management
Japan
$1.15M +$40.6K +312 +4%
BCM
265
Brown Capital Management
Maryland
$1.15M – – –
CSS
266
Cubist Systematic Strategies
Connecticut
$1.13M +$867K +6,658 +333%
QSS
267
Quantitative Systematic Strategies
Florida
$1.12M +$627K +4,815 +128%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$1.1M -$12.6K -97 -1%
LCM
269
Landscape Capital Management
New Jersey
$1.09M +$1.08M +8,322 New
UF
270
Univest Financial
Pennsylvania
$1.08M – – –
CG
271
Cutler Group
California
$1.07M -$209K -1,603 -16%
WB
272
WesBanco Bank
West Virginia
$1.04M -$18.4K -141 -2%
NG
273
NatWest Group
United Kingdom
$1.04M -$102K -780 -9%
RC
274
RegentAtlantic Capital
New Jersey
$1.02M – – –
LA
275
Legacy Advisors
Pennsylvania
$1.02M – – –
9 10
11
12 13

EFX Hedge Fund Activity: Q3 2018 in Review

535 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2018, worth a combined $14.2B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EFX positions and 33 closed out — a net gain of 19 holders — while 167 added to existing stakes and 186 trimmed.

The largest buyer was Senator Investment Group, adding an estimated $150M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.

  • 535 institutional investors held Equifax (EFX) as of Q3 2018, up from 522 in Q2 2018.
  • Funds reported $14.2B of Equifax stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 52 funds opened new Equifax positions in Q3 2018 and 33 closed out, a net change of +19 holders.
  • The largest Equifax buyer in Q3 2018 was Senator Investment Group, an estimated $150M added.
  • The largest Equifax seller in Q3 2018 was T. Rowe Price Associates, an estimated $482M sold.

Based on aggregated 13F filings for Q3 2018.