Equifax
472 hedge funds and large institutions have $10.6B invested in Equifax in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 149 increasing their positions, 178 reducing their positions, and 109 closing their positions.
128% more call options, than puts
Call options by funds: $70.9M | Put options by funds: $31.1M
3.87% more ownership
Funds ownership: 90.46% → 94.32% (+3.9%)
12% less funds holding
Funds holding: 535 → 472 (-63)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 178
25% less capital invested
Capital invested by funds: $14.2B → $10.6B (-$3.63B)
52% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$739M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$400M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$208M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$142M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$90.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$281M |
| 2 |
Neuberger Berman Group
New York
|
-$211M |
| 3 |
BlackRock
New York
|
-$176M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$169M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$141M |
EFX Hedge Fund Activity: Q4 2018 in Review
472 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2018, worth a combined $10.6B — down 25% from $14.2B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of EFX and 52 opened new positions — a net loss of 57 holders — while 178 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.
- 472 institutional investors held Equifax (EFX) as of Q4 2018, down from 535 in Q3 2018.
- Funds reported $10.6B of Equifax stock for Q4 2018, down 25% quarter-over-quarter.
- 52 funds opened new Equifax positions in Q4 2018 and 109 closed out, a net change of -57 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.