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Equifax
EFX

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: 6 → 8 (+2)

2% more funds holding

Funds holding: 522 → 535 (+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

Top Buyers

1
SIG
Senator Investment Group
New York
+$150M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$132M
3
Capital World Investors
Capital World Investors
California
+$119M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.5M
5
CCM
Cantillon Capital Management
New York
+$71.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$482M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$197M
3
MG
Meritage Group
California
-$115M
4
Nomura Holdings
Nomura Holdings
Japan
-$55.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$4.05K – – –
BWM
527
BerganKDV Wealth Management
Minnesota
$2K – – –
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.56K +12 New
TPWA
529
TRUE Private Wealth Advisors
Oregon
$1.18K +$1.17K +9 New
AC
530
Avestar Capital
New York
$1K -$3.78K -29 -66%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MUS
532
Mitsubishi UFJ Securities
Japan
$1K – – –
SFSIG
533
San Francisco Sentry Investment Group
California
$1K +$1.04K +8 New
MCM
534
Monument Capital Management
Virginia
$1K +$1.3K +10 New
RCAG
535
Rehmann Capital Advisory Group
Michigan
$783 – – –
MG
536
Meritage Group
California
– -$115M -920,000 Closed
Viking Global Investors
537
Viking Global Investors
Connecticut
– -$49.7M -397,000 Closed
Two Sigma Investments
538
Two Sigma Investments
New York
– -$48.3M -370,504 Closed
NCA
539
Newbrook Capital Advisors
New York
– -$21M -167,824 Closed
HT
540
HAP Trading
New York
– -$10.1M -80,841 Closed
N
541
Natixis
France
– -$5.46M -43,636 Closed
Point72 Asset Management
542
Point72 Asset Management
Connecticut
– -$4.7M -37,600 Closed
UR
543
USCA RIA
Texas
– -$2.9M -23,190 Closed
JG
544
Jefferies Group
New York
– -$1.91M -15,270 Closed
SLAM
545
Swiss Life Asset Management
– -$1.91M -15,240 Closed
Renaissance Technologies
546
Renaissance Technologies
New York
– -$1.48M -11,802 Closed
LCS
547
Levin Capital Strategies
New York
– -$1.27M -10,190 Closed
HI
548
Horizon Investments
North Carolina
– -$1.21M -9,637 Closed
LCM
549
Laurion Capital Management
New York
– -$1.19M -9,513 Closed
DCM
550
Dynamic Capital Management
Jersey
– -$683K -5,458 Closed
19 20 21
22
23

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.