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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
DnB Asset Management
176
DnB Asset Management
Norway
$1.82M +$427K +4,012 +26%
CB
177
Commerce Bank
Missouri
$1.8M -$127K -1,195 -6%
Group One Trading
178
Group One Trading
Illinois
$1.78M -$394K -3,706 -16%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$1.77M -$6.71K -63 -0.3%
Nomura Asset Management
180
Nomura Asset Management
Japan
$1.72M +$125K +1,170 +7%
BDS
181
Banco de Sabadell
Florida
$1.71M +$671K +6,307 +52%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$1.69M -$309K -2,906 -14%
MSV
183
MN Services Vermogensbeheer
Netherlands
$1.67M +$192K +1,800 +10%
MSL
184
Mackay Shields LLC
New York
$1.67M -$141K -1,329 -7%
RIA
185
Regal Investment Advisors
Michigan
$1.66M +$1.9M +17,843 New
UBS Group
186
UBS Group
Switzerland
$1.62M -$9.11M -85,575 -83%
Skandinaviska Enskilda Banken (SEB)
187
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.6M – – –
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$1.6M -$3.15M -29,615 -63%
SG Americas Securities
189
SG Americas Securities
New York
$1.6M -$273K -2,566 -13%
MSA
190
Mason Street Advisors
Wisconsin
$1.58M +$7.66K +72 +0.4%
IAM
191
Integre Asset Management
New York
$1.57M +$136K +1,278 +8%
HWA
192
Heritage Way Advisors
Illinois
$1.56M +$138K +1,298 +8%
HighTower Advisors
193
HighTower Advisors
Illinois
$1.56M +$673K +6,323 +61%
US Bancorp
194
US Bancorp
Minnesota
$1.52M -$295K -2,776 -15%
Stifel Financial
195
Stifel Financial
Missouri
$1.51M -$48.9K -459 -3%
BC
196
Burney Company
Virginia
$1.49M -$9.26K -87 -0.5%
MOACM
197
Mutual of America Capital Management
New York
$1.49M +$28.6K +269 +2%
GC
198
Gratus Capital
Georgia
$1.47M – – –
AI
199
Atom Investors
Texas
$1.46M +$1.66M +15,625 New
AB
200
Amalgamated Bank
New York
$1.45M -$36K -338 -2%
6 7
8
9 10

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.