We are live on ! Find out more

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
RJA
176
Raymond James & Associates
Florida
$3.6M +$64.2K +493 +2%
TPSF
177
Texas Permanent School Fund
Texas
$3.53M -$303K -2,323 -8%
BFO
178
Biltmore Family Office
North Carolina
$3.49M -$130K -1,000 -4%
T
179
TOBAM
France
$3.4M -$276K -2,122 -8%
SIC
180
Salem Investment Counselors
North Carolina
$3.32M +$3.22M +24,703 +3,529%
ProShare Advisors
181
ProShare Advisors
Maryland
$3.3M -$563K -4,322 -15%
Bank of Nova Scotia
182
Bank of Nova Scotia
Ontario, Canada
$3.19M +$1.47M +11,259 +85%
Nordea Investment Management
183
Nordea Investment Management
Sweden
$3.18M -$93.3K -716 -3%
QIM
184
Quantitative Investment Management
Virginia
$3.08M +$3.07M +23,600 New
Group One Trading
185
Group One Trading
Illinois
$2.98M +$1.62M +12,422 +120%
XK
186
Xact Kapitalforvaltning
Sweden
$2.94M -$117K -901 -4%
URS
187
Utah Retirement Systems
Utah
$2.9M +$13K +100 +0.5%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$2.9M -$68.7K -527 -2%
WCA
189
Whetstone Capital Advisors
Kansas
$2.85M +$34.4K +264 +1%
IAM
190
Iridian Asset Management
Connecticut
$2.85M +$396K +3,037 +16%
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$2.75M -$256K -1,963 -9%
Comerica Bank
192
Comerica Bank
Texas
$2.72M -$864K -6,631 -22%
CB
193
Commerce Bank
Missouri
$2.68M +$38.6K +296 +1%
EAM
194
EULAV Asset Management
Florida
$2.68M
Russell Investments Group
195
Russell Investments Group
United Kingdom
$2.62M +$1.25M +9,605 +92%
CM
196
Crestline Management
Texas
$2.61M -$3.78M -29,000 -59%
SG Americas Securities
197
SG Americas Securities
New York
$2.57M +$1.59M +12,217 +163%
MSL
198
Mackay Shields LLC
New York
$2.51M -$33.9K -260 -1%
US Bancorp
199
US Bancorp
Minnesota
$2.49M -$217K -1,664 -8%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$2.49M -$79.5K -610 -3%

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.