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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
GWS
476
Glassman Wealth Services
Virginia
$34K
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9K
AWM
478
Avior Wealth Management
Nebraska
$33K -$19.4K -149 -37%
LNB
479
Ledyard National Bank
$30K
PMFA
480
Plante Moran Financial Advisors
Michigan
$30K
OIA
481
OneDigital Investment Advisors
Kansas
$29K -$14.3K -110 -33%
NFG
482
Next Financial Group
Texas
$29K +$29.3K +225 New
AssetMark Inc
483
AssetMark Inc
California
$28K -$782 -6 -3%
VAIA
484
Virtus Alternative Investment Advisers
Connecticut
$27K +$27.1K +208 New
MCM
485
MV Capital Management
Maryland
$26K -$26.1K -200 -50%
YWP
486
YorkBridge Wealth Partners
New York
$26K
RBC
487
Roble Belko & Company
Pennsylvania
$24K
AF
488
Advisornet Financial
Minnesota
$22K -$13K -100 -37%
FC
489
Ferris Capital
Massachusetts
$17K
GEA
490
Glen Eagle Advisors
New Jersey
$14.7K +$130 +1 +0.9%
PA
491
Parallel Advisors
California
$14K -$391 -3 -3%
CCM
492
Cribstone Capital Management
Maine
$14K
PCG
493
Private Capital Group
Connecticut
$13K -$651 -5 -5%
CBOA
494
Commonwealth Bank of Australia
Australia
$13K
FHA
495
Flagship Harbor Advisors
Massachusetts
$13K
GAM
496
Gemmer Asset Management
California
$13K
IA
497
IFP Advisors
Florida
$13K
OIA
498
Optimum Investment Advisors
Illinois
$13K
ICM
499
IMS Capital Management
Oregon
$13K +$13K +100 New
CFGS
500
Concourse Financial Group Securities
Alabama
$13K +$13.4K +103 New

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.