Equifax
588 hedge funds and large institutions have $15.1B invested in Equifax in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 219 reducing their positions, and 36 closing their positions.
61% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 36
3% more funds holding
Funds holding: 569 → 588 (+19)
1% more capital invested
Capital invested by funds: $14.9B → $15.1B (+$137M)
0.78% more ownership
Funds ownership: 90.08% → 90.86% (+0.78%)
3% less call options, than puts
Call options by funds: $3.25M | Put options by funds: $3.36M
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 219
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$235M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$221M |
| 3 |
BlackRock
New York
|
+$89.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$72.4M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$54.7M |
| 3 |
Select Equity Group
New York
|
-$53.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$49.4M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$36.3M |
EFX Hedge Fund Activity: Q2 2017 in Review
588 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2017, worth a combined $15.1B — up 0.92% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EFX positions and 36 closed out — a net gain of 22 holders — while 185 added to existing stakes and 219 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $235M. The largest seller was VOYA Investment Management, cutting an estimated $72.4M.
- 588 institutional investors held Equifax (EFX) as of Q2 2017, up from 569 in Q1 2017.
- Funds reported $15.1B of Equifax stock for Q2 2017, up 0.92% quarter-over-quarter.
- 58 funds opened new Equifax positions in Q2 2017 and 36 closed out, a net change of +22 holders.
- The largest Equifax buyer in Q2 2017 was Janus Henderson Group, an estimated $235M added.
- The largest Equifax seller in Q2 2017 was VOYA Investment Management, an estimated $72.4M sold.
Based on aggregated 13F filings for Q2 2017.