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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
PP
501
Paloma Partners
Connecticut
– -$979K -7,497 Closed
AI
502
Atria Investments
North Carolina
– -$897K -6,867 Closed
IG
503
ING Group
Netherlands
– -$887K -6,792 Closed
VF
504
Virtu Financial
New York
– -$877K -6,713 Closed
AWM
505
Avitas Wealth Management
California
– -$768K -5,882 Closed
CCM
506
Cox Capital Management
Massachusetts
– -$710K -5,434 Closed
DTL
507
Dynamic Technology Lab
Singapore
– -$692K -5,303 Closed
LMGAM
508
Liberty Mutual Group Asset Management
Massachusetts
– -$628K -4,808 Closed
SM
509
Sciencast Management
New Jersey
– -$426K -4,273 Closed
GH
510
GAM Holding
Switzerland
– -$460K -3,526 Closed
PCM
511
Penserra Capital Management
California
– -$456K -3,496 Closed
PCM
512
Prelude Capital Management
New York
– -$365K -3,425 Closed
MSE
513
MUFG Securities EMEA
United Kingdom
– -$426K -3,264 Closed
CC
514
ClearArc Capital
Ohio
– -$409K -3,129 Closed
WIA
515
Wealthstreet Investment Advisors
Texas
– -$398K -3,050 Closed
N
516
Nuveen
North Carolina
– -$386K -2,953 Closed
RC
517
Roundview Capital
New Jersey
– -$384K -2,940 Closed
PA
518
Profund Advisors
Maryland
– -$373K -2,860 Closed
WJA
519
Williams Jones & Associates
New York
– -$365K -2,795 Closed
NIMI
520
Natixis Investment Managers International
France
– -$360K -2,757 Closed
DBRC
521
D.B. Root & Company
Pennsylvania
– -$343K -2,625 Closed
GAM
522
Gotham Asset Management
New York
– -$317K -2,431 Closed
RG
523
Rathbones Group
United Kingdom
– -$317K -2,424 Closed
PAG
524
Private Advisor Group
New Jersey
– -$309K -2,365 Closed
P
525
Pitcairn
Pennsylvania
– -$306K -2,345 Closed
19 20
21
22 23

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.