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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
CC
351
ClearArc Capital
Ohio
$409K +$6.64K +51 +2%
PSUF
352
People's United Financial
Connecticut
$408K +$3.39K +26 +0.8%
BJL
353
Brighton Jones LLC
Washington
$404K +$1.17K +9 +0.3%
WIA
354
Wealthstreet Investment Advisors
Texas
$398K
WI
355
Wedgewood Investors
Pennsylvania
$395K -$3.26K -25 -0.8%
N
356
Nuveen
North Carolina
$386K -$651 -5 -0.2%
CPIG
357
Chicago Partners Investment Group
Illinois
$386K
Cerity Partners
358
Cerity Partners
New York
$386K +$107K +822 +39%
FFS
359
Founders Financial Securities
Maryland
$385K
RC
360
Roundview Capital
New Jersey
$384K +$9.77K +75 +3%
MFW
361
Meristem Family Wealth
Minnesota
$376K
PA
362
Profund Advisors
Maryland
$373K +$15.2K +117 +4%
MIS
363
Morningstar Investment Services
Illinois
$372K +$73.1K +561 +25%
HNB
364
Huntington National Bank
Ohio
$369K +$51.5K +395 +16%
TFA
365
Transamerica Financial Advisors
Florida
$367K -$11.2K -86 -3%
WJA
366
Williams Jones & Associates
New York
$365K +$97.1K +745 +36%
BNP Paribas Asset Management
367
BNP Paribas Asset Management
France
$363K
NIMI
368
Natixis Investment Managers International
France
$360K +$129K +990 +56%
CI
369
Cigna Investments
Connecticut
$358K -$52.1K -400 -10%
CI
370
Conning Inc
Connecticut
$345K +$1.3K +10 +0.4%
DBRC
371
D.B. Root & Company
Pennsylvania
$343K -$201K -1,545 -37%
RE
372
RBC Europe
United Kingdom
$336K
JCM
373
Janney Capital Management
Pennsylvania
$332K
DAM
374
Doheny Asset Management
California
$326K
OWD
375
Osborn Williams & Donohoe
Ohio
$326K

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.