We are live on ! Find out more

499 hedge funds and large institutions have $16B invested in Equifax in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 167 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $104M | Put options by funds: $68.2M

2% more capital invested

Capital invested by funds: $15.8B → $16B (+$285M)

1% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 165

2% less funds holding

Funds holding: 507499 (-8)

2.2% less ownership

Funds ownership: 96.63%94.43% (-2.2%)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
499
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
42
Increased
167
Reduced
165
Closed
48
Calls
$104M
Puts
$68.2M
Net Calls
+$36M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
426
NN Investment Partners Holdings
Netherlands
$77K +$77.1K +547 New
TA
427
Thor Advisors
New York
$69K +$68.9K +489 New
PA
428
Parallel Advisors
California
$65K +$11.6K +82 +22%
TFS
429
TrustCore Financial Services
Tennessee
$64K
Loomis, Sayles & Company
430
Loomis, Sayles & Company
Massachusetts
$62K +$62.4K +443 New
IUHSA
431
Itau Unibanco Holding S.A.
Brazil
$61K +$64.3K +456 New
VanEck Associates
432
VanEck Associates
New York
$60K +$14.9K +106 +33%
Federated Hermes
433
Federated Hermes
Pennsylvania
$57K +$3.1K +22 +6%
NL
434
NVWM LLC
Pennsylvania
$56K
OAM
435
Oppenheimer Asset Management
New York
$50K -$1.83K -13 -4%
GLI
436
Guardian Life Insurance
New York
$49K
ASN
437
Advisory Services Network
Georgia
$47K
EIP
438
Ellis Investment Partners
Pennsylvania
$45K +$2.82K +20 +6%
VCM
439
Versant Capital Management
Arizona
$43K -$4.65K -33 -10%
CIA
440
CSat Investment Advisory
Michigan
$43K -$2.96K -21 -7%
CFA
441
Carroll Financial Associates
North Carolina
$42K
TAIM
442
TD Ameritrade Investment Management
Nebraska
$40K +$31.1K +221 +368%
CAW
443
Cornerstone Advisors (Washington)
Washington
$39K +$25.2K +179 +188%
Rockefeller Capital Management
444
Rockefeller Capital Management
New York
$38K -$1.27K -9 -3%
PCM
445
Penserra Capital Management
California
$34K -$13.7K -97 -28%
FAM
446
Fred Alger Management
New York
$34K +$16.9K +120 +96%
GWS
447
Glassman Wealth Services
Virginia
$33K -$5.07K -36 -13%
TCOV
448
Trust Company of Vermont
Vermont
$30K
MCM
449
MV Capital Management
Maryland
$28K
MAM
450
Meeder Asset Management
Ohio
$27K +$25.1K +178 +1,047%

EFX Hedge Fund Activity: Q3 2019 in Review

499 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2019, worth a combined $16B — up 1.8% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EFX and 42 opened new positions — a net loss of 6 holders — while 165 trimmed existing stakes and 167 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $432M. The largest seller was T. Rowe Price Associates, cutting an estimated $173M.

  • 499 institutional investors held Equifax (EFX) as of Q3 2019, down from 507 in Q2 2019.
  • Funds reported $16B of Equifax stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 42 funds opened new Equifax positions in Q3 2019 and 48 closed out, a net change of -6 holders.
  • The largest Equifax buyer in Q3 2019 was Lone Pine Capital, an estimated $432M added.
  • The largest Equifax seller in Q3 2019 was T. Rowe Price Associates, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2019.