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 Q2 2019 it was held by 10 managers with an aggregate reported value of $814.26M, which is 0.09% of the combined portfolio.
As of Q2 2019, 10 tracked institutional managers held EFX (EQUIFAX INC) with an aggregate reported value of $814.26M — 0.09% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2019
- Ticker
- EFX
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | William Von Mueffling - Cantillon Capital Management | 3.23% | Reduce -2.0% | 2,363,230 | $319.6M |
| 2 | Chris Hohn - TCI Fund Management | 1.19% | - | 1,634,083 | $220.99M |
| 3 | John Armitage - Egerton Capital | 0.76% | New | 764,524 | $103.39M |
| 4 | Terry Smith - Fundsmith | 0.44% | Add +7.3% | 620,821 | $83.96M |
| 5 | Bill Nygren - Oakmark Funds | 0.05% | Reduce -7.7% | 219,012 | $29.62M |
| 6 | Jensen Investment Management - Jensen Investment Management | 0.18% | Reduce -0.1% | 118,745 | $16.06M |
| 7 | First Eagle - First Eagle Investment Management | 0.04% | Reduce -2.2% | 130,916 | $15.51M |
| 8 | Thomas Gayner - Markel Asset Management | 0.12% | Add +64.8% | 58,500 | $7.91M |
| 9 | Robert Olstein - Olstein Capital Management | 0.94% | - | 43,000 | $5.82M |
Call holders — bullish via leverage
1 manager holds call options on EFX — a right to buy at strike. Notional value, not premium.
| 1 | First Eagle - First Eagle Investment Management | New | 3,000 | $11.4M |
Loading holder history for EFX…