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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$22.8M -$5.46M -51,279 -17%
AllianceBernstein
52
AllianceBernstein
Tennessee
$22.1M -$673K -6,325 -3%
Harris Associates
53
Harris Associates
Illinois
$21.9M +$3.02M +28,350 +14%
VanEck Associates
54
VanEck Associates
New York
$20.9M +$23.9M +224,466 New
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$20.5M +$14.7M +137,850 +167%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$20.4M -$221K -2,074 -0.9%
Asset Management One
57
Asset Management One
Japan
$19.9M +$569K +5,346 +3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$19.1M +$199K +1,867 +0.9%
ESCM
59
Echo Street Capital Management
New York
$18.5M +$12.6M +118,087 +147%
BAM
60
Burgundy Asset Management
Ontario, Canada
$17.7M +$20.3M +190,333 New
KCM
61
Kornitzer Capital Management
Kansas
$17.4M +$592K +5,566 +3%
NC
62
Nicholas Company
Wisconsin
$17.3M – – –
Canada Life
63
Canada Life
Manitoba, Canada
$16.8M +$1.88M +17,641 +11%
Principal Financial Group
64
Principal Financial Group
Iowa
$16.6M -$578K -5,432 -3%
CWM
65
CIBC World Markets
New York
$16.5M +$14.9M +139,892 +371%
JP Morgan Chase
66
JP Morgan Chase
New York
$16.3M -$62.6M -587,756 -77%
Morgan Stanley
67
Morgan Stanley
New York
$15.9M +$4.17M +39,165 +30%
TA
68
Teachers Advisors
New York
$15.7M +$553K +5,197 +3%
National Pension Service
69
National Pension Service
South Korea
$15.6M +$685K +6,437 +5%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M -$329K -3,090 -2%
Ameriprise
71
Ameriprise
Minnesota
$15.3M +$4.13M +38,783 +31%
USAA
72
United Services Automobile Association
Texas
$14.8M -$466K -4,383 -3%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$14.8M +$25.2K +237 +0.1%
IAMOG
74
Investors Asset Management of Georgia
Georgia
$14.5M – – –
APG Asset Management
75
APG Asset Management
Netherlands
$14.4M -$511K -4,800 -3%
1 2
3
4 5

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.