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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
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$45.9M +$9.13M +70,100 +25%
UBS AM
52
UBS AM
Illinois
$43.9M -$144K -1,107 -0.3%
HSC
53
Harbor Spring Capital
New York
$42.3M -$5.99M -46,000 -12%
CCI
54
Columbus Circle Investors
$39.2M +$19.6M +150,204 +100%
TCIM
55
TIAA CREF Investment Management
New York
$39.2M -$969K -7,438 -2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$38.6M -$167K -1,284 -0.4%
Wells Fargo
57
Wells Fargo
California
$38.6M -$2.59M -19,893 -6%
Deutsche Bank
58
Deutsche Bank
Germany
$38M -$1.5M -11,480 -4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$36.1M +$3.38M +25,980 +10%
BCIM
60
British Columbia Investment Management
British Columbia, Canada
$33.8M -$1.26M -9,678 -4%
AllianceBernstein
61
AllianceBernstein
Tennessee
$31.9M -$3.01M -23,111 -9%
Fidelity International
62
Fidelity International
Bermuda
$31.6M -$2.35M -18,067 -7%
UOC
63
UBS O'Connor
Illinois
$31.3M +$7.82M +60,000 +33%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$28.8M -$682K -5,235 -2%
AAMU
65
Amundi Asset Management US
Massachusetts
$27.5M +$10.4M +80,173 +61%
Asset Management One
66
Asset Management One
Japan
$27.2M +$634K +4,868 +2%
Harris Associates
67
Harris Associates
Illinois
$27M +$3.47M +26,668 +15%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$26.5M +$38.3K +294 +0.1%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$25.7M -$65.1K -500 -0.3%
NC
70
Nicholas Company
Wisconsin
$24.2M +$11.7M +90,075 +94%
Principal Financial Group
71
Principal Financial Group
Iowa
$24M +$507K +3,890 +2%
KCM
72
Kornitzer Capital Management
Kansas
$23.6M -$10.8K -83 -0%
Barclays
73
Barclays
United Kingdom
$22.8M +$2.84M +21,825 +14%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$22.3M -$647K -4,965 -3%
CCM
75
Clearfield Capital Management
New York
$22.2M +$22.2M +170,058 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.