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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
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$13.4M +$7.03M +66,051 +84%
BCIM
77
British Columbia Investment Management
British Columbia, Canada
$13.3M -$12.4M -116,117 -45%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$13.2M +$4.2M +39,500 +39%
Capital World Investors
79
Capital World Investors
California
$12.3M -$85.2M -800,094 -86%
Prudential Financial
80
Prudential Financial
New Jersey
$12.3M +$169K +1,592 +1%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$12.2M +$13.3M +125,045 +2,086%
First Eagle Investment Management
82
First Eagle Investment Management
New York
$12.2M – – –
Barclays
83
Barclays
United Kingdom
$11.9M -$4.98M -46,757 -27%
Citadel Advisors
84
Citadel Advisors
Florida
$11.9M -$141M -1,325,693 -91%
JIM
85
Jensen Investment Management
Oregon
$11.2M -$439K -4,126 -3%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$11M -$3.62M -33,983 -22%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$10.6M -$2.51M -23,571 -17%
CHCM
88
Columbus Hill Capital Management
New Jersey
$10.5M -$3.99M -37,500 -25%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$10.5M +$1.2M +11,319 +11%
Macquarie Group
90
Macquarie Group
Australia
$10.3M -$2.45M -23,052 -17%
NSAM
91
North Star Asset Management
Wisconsin
$10.2M +$160K +1,503 +1%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$9.88M +$4.02M +37,739 +55%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.73M -$47.6M -447,464 -81%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$9.29M +$39K +366 +0.4%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$8.54M +$208K +1,953 +2%
GCGDR
96
Geo Capital Gestora de Recursos
Brazil
$8.44M +$9.65M +90,628 New
MA
97
Montag & Associates
Georgia
$7.51M -$36.9K -347 -0.4%
Nomura Holdings
98
Nomura Holdings
Japan
$7M +$1.11M +10,447 +16%
SAM
99
Shell Asset Management
Netherlands
$6.96M +$530K +4,980 +7%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$6.74M +$1.91M +17,980 +33%
2 3
4
5 6

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.