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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
WBC
101
Westpac Banking Corp
Australia
$6.62M +$6.75M +63,420 +825%
RC
102
RBO & Co
California
$6.53M +$1.88M +17,618 +34%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$6.5M -$3.36M -31,603 -31%
EVM
104
Eaton Vance Management
Massachusetts
$6.5M -$389K -3,651 -5%
QIM
105
Quantitative Investment Management
Virginia
$6.07M +$4.43M +41,600 +176%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$6.07M +$1.2M +11,318 +21%
Allianz Asset Management
107
Allianz Asset Management
Germany
$5.87M -$746K -7,010 -10%
Treasurer of the State of North Carolina
108
Treasurer of the State of North Carolina
North Carolina
$5.75M +$397K +3,732 +6%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$5.42M +$49.9K +469 +0.8%
Royal London Asset Management
110
Royal London Asset Management
United Kingdom
$4.88M +$348K +3,270 +7%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$4.78M -$2.06M -19,315 -27%
FCM
112
Fairbanks Capital Management
California
$4.55M +$741K +6,962 +17%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.41M +$135K +1,273 +3%
KC
114
Knuff & Co
California
$4.26M +$4.87M +45,800 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$4.21M +$204K +1,914 +4%
ONB
116
Old National Bancorp
Indiana
$4.09M -$491K -4,614 -10%
NP
117
NS Partners
United Kingdom
$4.04M -$32.2K -303 -0.7%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$4.04M +$3.89M +36,540 +537%
OCM
119
Olstein Capital Management
New York
$4M +$4.58M +43,000 New
AIM
120
Assured Investment Management
New York
$3.97M +$1.2M +11,314 +36%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$3.95M -$236K -2,221 -5%
AIG
122
American International Group
New York
$3.95M -$38.7K -364 -0.9%
PFC
123
Poplar Forest Capital
California
$3.93M – – –
Korea Investment Corp
124
Korea Investment Corp
South Korea
$3.91M -$2.28M -21,400 -34%
AG
125
Aperio Group
California
$3.73M -$608K -5,710 -12%
3 4
5
6 7

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.