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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
YMRC
351
Yorktown Management & Research Company
Virginia
$224K – – –
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$222K +$11.7K +110 +5%
PI
353
Pettee Investors
Connecticut
$221K – – –
AWM
354
Alterna Wealth Management
Texas
$220K +$170K +1,600 New
HNB
355
Huntington National Bank
Ohio
$214K -$56K -526 -19%
HFS
356
HL Financial Services
Kentucky
$213K – – –
CIC
357
Carnegie Investment Counsel
Ohio
$212K +$242K +2,277 New
GWM
358
GSB Wealth Management
Connecticut
$207K – – –
PTC
359
Private Trust Company
Ohio
$205K -$7.88K -74 -3%
ECM
360
Everence Capital Management
Indiana
$202K – – –
AIP
361
Ameritas Investment Partners
Nebraska
$198K -$17.1K -161 -7%
JA
362
JOYN Advisors
Georgia
$169K +$8.62K +81 +5%
LTFS
363
Ladenburg Thalmann Financial Services
Florida
$158K +$56.2K +528 +45%
GWM
364
Geneos Wealth Management
Colorado
$143K -$10.6K -100 -6%
SO
365
STRS Ohio
Ohio
$141K – – –
QI
366
QS Investors
New York
$137K – – –
MGIA
367
Moneta Group Investment Advisors
Missouri
$131K +$150K +1,407 New
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$129K +$21.1K +198 +17%
BWA
369
Burt Wealth Advisors
Maryland
$125K – – –
BCA
370
Berman Capital Advisors
Georgia
$122K +$140K +1,315 New
Simplex Trading
371
Simplex Trading
Illinois
$119K +$78.2K +735 +133%
VFA
372
Valeo Financial Advisors
Indiana
$115K – – –
CFG
373
Citizens Financial Group
Rhode Island
$110K -$13.3K -125 -10%
RIM
374
Rampart Investment Management
Connecticut
$106K -$148K -1,386 -55%
TL
375
TrueWealth LLC
Georgia
$101K – – –
13 14
15
16 17

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.