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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
Aberdeen Group
126
Aberdeen Group
United Kingdom
$3.73M -$4.31M -40,487 -51%
CGI
127
Comgest Global Investors
France
$3.73M – – –
CIS
128
Capital International Sarl
California
$3.7M +$465K +4,370 +12%
TFA
129
Toth Financial Advisory
Virginia
$3.65M -$240K -2,255 -5%
SB
130
Suntrust Banks
Georgia
$3.58M -$233K -2,191 -5%
Twin Tree Management
131
Twin Tree Management
Texas
$3.4M +$3.31M +31,055 +576%
T
132
TOBAM
France
$3.35M +$1.06M +9,974 +38%
ERSOT
133
Employees Retirement System of Texas
Texas
$3.26M – – –
Citigroup
134
Citigroup
New York
$3.24M -$1.18M -11,122 -24%
AQR Capital Management
135
AQR Capital Management
Connecticut
$3.23M +$613K +5,755 +20%
SOMRS
136
State of Michigan Retirement System
Michigan
$3.22M -$138K -1,300 -4%
MIM
137
MetLife Investment Management
New Jersey
$3.21M -$58.2K -547 -2%
BAS
138
Brown Advisory Securities
Maryland
$3.17M -$56K -526 -2%
CPH
139
C Partners Holding
Switzerland
$3.13M +$279K +2,626 +8%
CIC
140
Crawford Investment Counsel
Georgia
$3.08M – – –
ACI
141
AMP Capital Investors
Australia
$2.97M – – –
CII
142
Capital International Inc
California
$2.96M +$165K +1,550 +5%
Victory Capital Management
143
Victory Capital Management
Texas
$2.94M -$13.9K -131 -0.4%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$2.91M -$715K -6,718 -18%
WF
145
WealthTrust Fairport
Ohio
$2.78M -$15.5K -146 -0.5%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$2.71M – – –
First Trust Advisors
147
First Trust Advisors
Illinois
$2.55M -$733K -6,891 -20%
PI
148
Putnam Investments
Massachusetts
$2.55M +$2.72M +25,549 +1,431%
GIBU
149
Gulf International Bank (UK)
United Kingdom
$2.5M -$1.45M -13,656 -34%
BFO
150
Biltmore Family Office
North Carolina
$2.49M – – –
4 5
6
7 8

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.