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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
CAW
451
Cornerstone Advisors (Washington)
Washington
$4K – – –
PFSC
452
Peoples Financial Services Corp
Pennsylvania
$4K – – –
SA
453
SRH Advisors
Kansas
$4K – – –
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.04K +38 +422%
NFG
455
Next Financial Group
Texas
$3K -$20.2K -190 -84%
WTC
456
WhitTier Trust Company
Nevada
$3K -$1.81K -17 -33%
QCG
457
Quadrant Capital Group
Ohio
$3K -$426 -4 -7%
SWM
458
SeaCrest Wealth Management
New York
$2K -$104K -981 -98%
TFO
459
Tarbox Family Office
California
$2K -$4.47K -42 -64%
BWM
460
BerganKDV Wealth Management
Minnesota
$2K +$958 +9 +60%
SFSIG
461
San Francisco Sentry Investment Group
California
$2K +$1.38K +13 +163%
LFA
462
Legacy Financial Advisors
Kentucky
$2K +$2.13K +20 New
FCA
463
FinTrust Capital Advisors
South Carolina
$2K +$2.23K +21 New
AC
464
Avestar Capital
New York
$2K +$2.55K +24 +160%
SWA
465
Sutton Wealth Advisors
Florida
$1.4K -$1.7K -16 -52%
TFA
466
Transamerica Financial Advisors
Florida
$1K -$298K -2,801 -100%
AIA
467
Alera Investment Advisors
Illinois
$1K +$851 +8 New
PCP
468
Proficio Capital Partners
Massachusetts
$1K +$851 +8 New
PWM
469
PRW Wealth Management
Massachusetts
$1K +$1.06K +10 New
SIG
470
Senator Investment Group
New York
– -$281M -2,150,000 Closed
MWNA
471
Marshall Wace North America
New York
– -$169M -1,291,279 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
– -$132M -1,013,016 Closed
MWA
473
Marshall Wace Asia
Hong Kong
– -$108M -824,465 Closed
MNG
474
Manning & Napier Group
New York
– -$72.3M -553,715 Closed
JCM
475
Junto Capital Management
New York
– -$51.1M -391,055 Closed
17 18
19
20 21

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.