Equifax
535 hedge funds and large institutions have $13.5B invested in Equifax in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 45 closing their positions.
82% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 45
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
18% more capital invested
Capital invested by funds: $11.5B → $13.5B (+$2.05B)
7% more funds holding
Funds holding: 501 → 535 (+34)
2.68% more ownership
Funds ownership: 86.61% → 89.28% (+2.7%)
2% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 177
1% less call options, than puts
Call options by funds: $14.3M | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$176M |
| 2 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$38.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.7M |
| 5 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$127M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$71.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.3M |
| 5 |
Bank of New York Mellon
New York
|
-$43.3M |
EFX Hedge Fund Activity: Q4 2015 in Review
535 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2015, worth a combined $13.5B — up 18% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new EFX positions and 45 closed out — a net gain of 37 holders — while 180 added to existing stakes and 177 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $176M. The largest seller was JP Morgan Chase, cutting an estimated $127M.
- 535 institutional investors held Equifax (EFX) as of Q4 2015, up from 501 in Q3 2015.
- Funds reported $13.5B of Equifax stock for Q4 2015, up 18% quarter-over-quarter.
- 82 funds opened new Equifax positions in Q4 2015 and 45 closed out, a net change of +37 holders.
- The largest Equifax buyer in Q4 2015 was Fidelity Investments, an estimated $176M added.
- The largest Equifax seller in Q4 2015 was JP Morgan Chase, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2015.