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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59B +$8.53M +65,505 +0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.27B -$482M -3,700,281 -28%
BlackRock
3
BlackRock
New York
$1.22B -$14.4M -110,880 -1%
Capital International Investors
4
Capital International Investors
California
$845M +$19.3M +148,440 +2%
State Street
5
State Street
Massachusetts
$609M +$17.3M +133,148 +3%
IFP
6
Independent Franchise Partners
United Kingdom
$534M +$227K +1,744 +0%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$517M -$13.5M -103,734 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$481M +$60.6M +465,112 +14%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$438M +$68.5M +526,107 +19%
Capital Research Global Investors
10
Capital Research Global Investors
California
$388M -$197M -1,515,106 -34%
CCM
11
Cantillon Capital Management
New York
$314M +$71.4M +547,986 +29%
SIG
12
Senator Investment Group
New York
$281M +$150M +1,150,000 +115%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$250M +$2.9M +22,228 +1%
Citadel Advisors
14
Citadel Advisors
Florida
$190M -$2.82M -21,670 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$185M +$5.49M +42,171 +3%
Northern Trust
16
Northern Trust
Illinois
$170M -$2.6M -19,967 -2%
MWNA
17
Marshall Wace North America
New York
$169M +$52.5M +403,174 +45%
EC
18
Eminence Capital
New York
$167M +$8.03M +61,603 +5%
O
19
OppenheimerFunds
New York
$153M -$826K -6,340 -0.5%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$132M +$132M +1,013,016 New
Norges Bank
21
Norges Bank
Norway
$127M +$7.24M +55,550 +6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$127M +$75.5M +579,501 +149%
Capital World Investors
23
Capital World Investors
California
$122M +$119M +916,352 +5,727%
MWA
24
Marshall Wace Asia
Hong Kong
$108M -$16.6M -127,556 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$108M -$4.89M -37,498 -4%

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.