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Equifax
EFX

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
535
Holders Change
+34
Holders Change %
+6.79%
% of All Funds
14.03%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
82
Increased
180
Reduced
177
Closed
45
Calls
$14.3M
Puts
$14.4M
Net Calls
-$125K
Net Calls Change
+$2.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$38.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$35M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$34.7M
5
TEC
Tiger Eye Capital
Tennessee
+$32.1M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$71.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$56.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$43.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$77.7M +$6.15M +56,929 +9%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$73.9M -$4M -37,015 -5%
Invesco
28
Invesco
Georgia
$69.5M +$5.08M +47,041 +8%
Goldman Sachs
29
Goldman Sachs
New York
$63.6M +$23.3M +215,578 +61%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$63.2M +$1.5M +13,910 +3%
Ameriprise
31
Ameriprise
Minnesota
$62.4M +$11.4M +105,837 +23%
Legal & General Group
32
Legal & General Group
United Kingdom
$62.1M +$4.31M +39,898 +8%
Deutsche Bank
33
Deutsche Bank
Germany
$61.9M +$10.1M +93,443 +20%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$61.5M +$6.04M +55,900 +11%
WHG
35
Westwood Holdings Group
Texas
$59.2M -$5.12M -47,383 -8%
Franklin Resources
36
Franklin Resources
California
$55.9M – – –
Wells Fargo
37
Wells Fargo
California
$55.5M +$1.86M +17,263 +4%
KI
38
Kalmar Investments
Delaware
$54.8M +$3.02M +27,960 +6%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$50.9M +$12.9M +119,248 +36%
CS
40
Credit Suisse
Switzerland
$50.5M +$22.7M +210,291 +87%
GC
41
Guggenheim Capital
Illinois
$49.9M +$22.7M +210,028 +88%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$48.5M -$8.35M -77,300 -15%
AllianceBernstein
43
AllianceBernstein
Tennessee
$48M +$12.9M +119,789 +38%
BlackRock
44
BlackRock
New York
$47.6M +$13.3M +123,182 +40%
TA
45
Teachers Advisors
New York
$46.7M +$5.9M +54,605 +15%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$46M +$1.46M +13,484 +3%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$42.6M +$38.4M +355,034 +1,283%
Principal Financial Group
48
Principal Financial Group
Iowa
$42.4M +$6.18M +57,169 +18%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$42.2M +$27.3M +252,475 +200%
BA
50
BlackRock Advisors
Delaware
$40.9M -$4M -37,001 -9%
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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.