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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
RC
126
RBO & Co
California
$6.86M -$205K -1,576 -3%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$6.58M +$3.21M +24,677 +96%
Alyeska Investment Group
128
Alyeska Investment Group
Illinois
$6.57M +$6.55M +50,278 New
WG
129
Winton Group
United Kingdom
$6.49M -$177K -1,355 -3%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$6.43M -$357K -2,742 -5%
ONB
131
Old National Bancorp
Indiana
$6.34M -$191K -1,467 -3%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$6.11M -$946K -7,258 -13%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.01M +$565K +4,336 +10%
Citigroup
134
Citigroup
New York
$6M -$5.44M -41,764 -48%
AG
135
Aperio Group
California
$5.97M +$303K +2,329 +5%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$5.84M -$693K -5,319 -11%
AC
137
Axon Capital
New York
$5.83M -$1.06M -8,100 -15%
NP
138
NS Partners
United Kingdom
$5.7M +$1.58M +12,156 +39%
PI
139
PEAK6 Investments
Illinois
$5.65M +$5.64M +43,268 New
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$5.65M +$26.4K +203 +0.5%
AIG
141
American International Group
New York
$5.58M +$341K +2,615 +7%
PFC
142
Poplar Forest Capital
California
$5.52M +$1.27M +9,761 +30%
FCM
143
Fairbanks Capital Management
California
$5.48M
TFA
144
Toth Financial Advisory
Virginia
$5.41M -$121K -927 -2%
SB
145
Suntrust Banks
Georgia
$5.31M -$4.29M -32,905 -45%
GIBU
146
Gulf International Bank (UK)
United Kingdom
$5.29M +$495K +3,800 +10%
CGI
147
Comgest Global Investors
France
$5.22M +$495K +3,800 +10%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$5.18M +$606K +4,648 +13%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$4.96M -$602K -4,619 -11%
CWM
150
CIBC World Markets
New York
$4.92M +$916K +7,028 +23%

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.