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EFX - EQUIFAX INC

This page shows which of the focused investors we track hold EFX and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2017 it was held by 6 managers with an aggregate reported value of $566.65M, which is 0.06% of the combined portfolio.

As of Q4 2017, 6 tracked institutional managers held EFX (EQUIFAX INC) with an aggregate reported value of $566.65M — 0.06% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
EFX

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Viking Global Investors - Viking Global Investors1.69%Add +334.5%2,336,753$275.55M
2William Von Mueffling - Cantillon Capital Management2.73%Reduce -6.3%1,951,536$230.13M
3Valley Forge Capital Management - Valley Forge Capital Management15.04%Add +156.9%241,503$28.48M
4Jensen Investment Management - Jensen Investment Management0.19%Reduce -2.5%128,283$15.13M
5Chris Hohn - TCI Fund Management 0.04%-50,000$5.9M

Call holders — bullish via leverage

1 manager holds call options on EFX — a right to buy at strike. Notional value, not premium.

1First Eagle - First Eagle Investment ManagementNew2,500$11.48M
Loading holder history for EFX…