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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: 68 (+2)

2% more funds holding

Funds holding: 522535 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$717K -$86.9K -667 -11%
ZCA
302
Zeke Capital Advisors
Pennsylvania
$713K -$217K -1,669 -23%
CCM
303
Cox Capital Management
Massachusetts
$710K +$18.1K +139 +3%
HB
304
Homrich & Berg
Georgia
$709K -$9.77K -75 -1%
FG
305
Fiduciary Group
Georgia
$709K
BA
306
Boston Advisors
Massachusetts
$708K
Twin Tree Management
307
Twin Tree Management
Texas
$705K -$940K -7,218 -57%
LRIC
308
Long Road Investment Counsel
Michigan
$705K
DTL
309
Dynamic Technology Lab
Singapore
$692K +$691K +5,303 New
RCM
310
Riverhead Capital Management
Delaware
$676K -$26.1K -200 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
311
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$674K -$91.2K -700 -12%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$674K +$14.9K +114 +2%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$671K +$164K +1,256 +32%
KRS
314
Kentucky Retirement Systems
Kentucky
$670K +$2.74K +21 +0.4%
GIA
315
Gateway Investment Advisers
Ohio
$667K -$5.73K -44 -0.9%
ST
316
Spinnaker Trust
Maine
$652K
RFC
317
Regions Financial Corp
Alabama
$651K -$3.91K -30 -0.6%
CIA
318
Capital Investment Advisors
Georgia
$641K -$14.3K -110 -2%
AIM
319
Achmea Investment Management
Netherlands
$631K
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$628K
PC
321
Pecaut & Co
Iowa
$614K
NIC
322
Northwest Investment Counselors
Oregon
$611K
MCIM
323
Meadow Creek Investment Management
Georgia
$592K -$31.5K -242 -5%
Jane Street
324
Jane Street
New York
$580K -$1.26M -9,678 -69%
FMW
325
Farr Miller & Washington
District of Columbia
$578K +$7.17K +55 +1%

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.