Equifax
553 hedge funds and large institutions have $12B invested in Equifax in 2016 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 188 increasing their positions, 194 reducing their positions, and 43 closing their positions.
102% more call options, than puts
Call options by funds: $8M | Put options by funds: $3.97M
47% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 43
3% more funds holding
Funds holding: 535 → 553 (+18)
2.7% more ownership
Funds ownership: 89.28% → 91.98% (+2.7%)
3% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 194
11% less capital invested
Capital invested by funds: $13.5B → $12B (-$1.54B)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$345M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$244M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$105M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$72.8M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$108M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$90.9M |
| 3 |
Bank of New York Mellon
New York
|
-$59.4M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$48.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$42.8M |
EFX Hedge Fund Activity: Q1 2016 in Review
553 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2016, worth a combined $12B — down 11% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EFX positions and 43 closed out — a net gain of 20 holders — while 188 added to existing stakes and 194 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $345M. The largest seller was Wellington Management Group, cutting an estimated $108M.
- 553 institutional investors held Equifax (EFX) as of Q1 2016, up from 535 in Q4 2015.
- Funds reported $12B of Equifax stock for Q1 2016, down 11% quarter-over-quarter.
- 63 funds opened new Equifax positions in Q1 2016 and 43 closed out, a net change of +20 holders.
- The largest Equifax buyer in Q1 2016 was Royal London Asset Management, an estimated $345M added.
- The largest Equifax seller in Q1 2016 was Wellington Management Group, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2016.