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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
WEC
251
Winslow Evans & Crocker
Massachusetts
$682K -$7.24K -68 -0.9%
LCM
252
Landscape Capital Management
New Jersey
$676K -$113K -1,065 -13%
William Blair & Company
253
William Blair & Company
Illinois
$675K -$220K -2,068 -22%
WAM
254
World Asset Management
Michigan
$671K -$29.7K -279 -4%
AC
255
Allstate Corporation
Illinois
$661K +$756K +7,099 New
DekaBank Deutsche Girozentrale
256
DekaBank Deutsche Girozentrale
Germany
$651K -$12.9K -121 -2%
PAM
257
Panagora Asset Management
Massachusetts
$647K -$676K -6,350 -48%
II
258
IFM Investors
Australia
$643K +$76.2K +716 +12%
Mirae Asset Global Investments
259
Mirae Asset Global Investments
South Korea
$641K +$558K +5,239 +317%
BCM
260
Brown Capital Management
Maryland
$635K -$212K -1,995 -23%
NG
261
NatWest Group
United Kingdom
$629K -$130K -1,220 -15%
NIM
262
NuWave Investment Management
New Jersey
$629K +$662K +6,216 +1,151%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$624K +$521K +4,894 +271%
COPPSERS
264
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$613K -$352K -3,303 -33%
TST
265
Tech Square Trading
Massachusetts
$609K +$696K +6,541 New
FFBTD
266
First Financial Bank - Trust Division
Ohio
$607K – – –
WSCM
267
Wellington Shields Capital Management
New York
$602K -$16K -150 -2%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$589K +$673K +6,320 New
LSERS
269
Louisiana State Employees Retirement System
Louisiana
$587K -$74.5K -700 -10%
PSUF
270
People's United Financial
Connecticut
$578K +$327K +3,074 +98%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$576K +$53.2K +500 +9%
GHCM
272
Glen Harbor Capital Management
California
$566K +$32.8K +308 +5%
SF
273
Synovus Financial
Georgia
$563K +$3.09K +29 +0.5%
TRCT
274
Tower Research Capital (TRC)
New York
$547K +$373K +3,500 +147%
SVWA
275
Sound View Wealth Advisors
Georgia
$546K +$624K +5,862 New
9 10
11
12 13

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.