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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
TBC
476
Three Bays Capital
Massachusetts
– -$49.3M -377,190 Closed
CCI
477
Columbus Circle Investors
– -$39.2M -300,136 Closed
CCM
478
Clearfield Capital Management
New York
– -$22.2M -170,058 Closed
MC
479
Maplelane Capital
New York
– -$14.5M -111,069 Closed
CPM
480
Crescent Park Management
California
– -$13.6M -104,064 Closed
YCMGA
481
York Capital Management Global Advisors
New York
– -$13.5M -103,027 Closed
Capital Fund Management (CFM)
482
Capital Fund Management (CFM)
France
– -$6.58M -50,412 Closed
Alyeska Investment Group
483
Alyeska Investment Group
Illinois
– -$6.57M -50,278 Closed
WG
484
Winton Group
United Kingdom
– -$6.49M -49,708 Closed
PI
485
PEAK6 Investments
Illinois
– -$4.61M -43,268 Closed
SGI
486
Summit Global Investments
Utah
– -$4.77M -36,551 Closed
OAM
487
Oxford Asset Management
United Kingdom
– -$4.69M -35,942 Closed
SIC
488
Salem Investment Counselors
North Carolina
– -$3.32M -25,403 Closed
WCA
489
Whetstone Capital Advisors
Kansas
– -$2.85M -21,864 Closed
CM
490
Crestline Management
Texas
– -$2.61M -20,000 Closed
TPCM
491
Three Peaks Capital Management
Colorado
– -$2.33M -17,871 Closed
EMG
492
Ellington Management Group
Connecticut
– -$2.14M -16,400 Closed
B
493
BP
United Kingdom
– -$1.96M -15,000 Closed
Assenagon Asset Management
494
Assenagon Asset Management
Luxembourg
– -$1.94M -14,862 Closed
QT
495
Quantbot Technologies
New York
– -$1.91M -14,652 Closed
Teacher Retirement System of Texas
496
Teacher Retirement System of Texas
Texas
– -$1.85M -14,167 Closed
Verition Fund Management
497
Verition Fund Management
Connecticut
– -$1.59M -12,214 Closed
CSS
498
Cubist Systematic Strategies
Connecticut
– -$1.13M -8,658 Closed
QSS
499
Quantitative Systematic Strategies
Florida
– -$1.12M -8,581 Closed
JMPWA
500
JP Morgan Private Wealth Advisors
California
– -$995K -7,617 Closed
18 19
20
21 22

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.