Equifax
EFX
501 hedge funds and large institutions have $11.5B invested in Equifax in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 170 reducing their positions, and 28 closing their positions.
118% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 28
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more capital invested
Capital invested by funds: $10B → $11.5B (+$1.49B)
6% more funds holding
Funds holding: 472 → 501 (+29)
4% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 170
0.17% more ownership
Funds ownership: 86.43% → 86.61% (+0.17%)
56% less call options, than puts
Call options by funds: $1.86M | Put options by funds: $4.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$75.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$54.7M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$40M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$38.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$241M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$110M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$98.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$93M |
| 5 |
Bank of New York Mellon
New York
|
-$68.4M |
EFX Hedge Fund Activity: Q3 2015 in Review
501 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2015, worth a combined $11.5B — up 15% from $10B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new EFX positions and 28 closed out — a net gain of 33 holders — while 177 added to existing stakes and 170 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $75.8M. The largest seller was William Blair & Company, cutting an estimated $241M.
- 501 institutional investors held Equifax (EFX) as of Q3 2015, up from 472 in Q2 2015.
- Funds reported $11.5B of Equifax stock for Q3 2015, up 15% quarter-over-quarter.
- 61 funds opened new Equifax positions in Q3 2015 and 28 closed out, a net change of +33 holders.
- The largest Equifax buyer in Q3 2015 was AQR Capital Management, an estimated $75.8M added.
- The largest Equifax seller in Q3 2015 was William Blair & Company, an estimated $241M sold.
Based on aggregated 13F filings for Q3 2015.