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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
DDPIC
551
Deroy & Devereaux Private Investment Counsel
Michigan
– -$209K -1,600 Closed
DWA
552
Douglass Winthrop Advisors
New York
– -$209K -1,600 Closed
FNBT
553
FineMark National Bank & Trust
Florida
– -$209K -1,600 Closed
MYAM
554
Meiji Yasuda Asset Management
Japan
– -$201K -1,542 Closed
MIFH
555
Migdal Insurance & Financial Holdings
Israel
– -$187K -1,431 Closed
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
– -$184K -1,408 Closed
SPIA
557
Steward Partners Investment Advisory
New York
– -$107K -821 Closed
APP
558
Avantax Planning Partners
Iowa
– -$83K -638 Closed
CQS
559
Credential Qtrade Securities
– -$80.6K -617 Closed
CCM
560
Covington Capital Management
California
– -$75K -572 Closed
TG
561
TLP Group
Illinois
– -$64K -493 Closed
TFS
562
TrustCore Financial Services
Tennessee
– -$60K -456 Closed
LBG
563
Lloyds Banking Group
United Kingdom
– -$57K -440 Closed
RBC
564
Roble Belko & Company
Pennsylvania
– -$24K -376 Closed
AWM
565
Avior Wealth Management
Nebraska
– -$33K -253 Closed
OIA
566
OneDigital Investment Advisors
Kansas
– -$29K -220 Closed
ICM
567
IMS Capital Management
Oregon
– -$13K -100 Closed
SWP
568
Stratos Wealth Partners
Ohio
– -$11K -88 Closed
HR
569
Howe & Rusling
New York
– -$10K -80 Closed
CHP
570
Cable Hill Partners
Oregon
– -$8K -66 Closed
CTC
571
Central Trust Company
Missouri
– -$8K -62 Closed
ZB
572
Zions Bancorporation
Utah
– -$7K -52 Closed
KJWM
573
Kiley Juergens Wealth Management
Washington
– -$6K -50 Closed
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2K -12 Closed
MUS
575
Mitsubishi UFJ Securities
Japan
– -$1K -10 Closed
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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.