Equifax
535 hedge funds and large institutions have $14.2B invested in Equifax in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 186 reducing their positions, and 33 closing their positions.
58% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 33
40% more call options, than puts
Call options by funds: $88.6M | Put options by funds: $63.2M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
2% more funds holding
Funds holding: 522 → 535 (+13)
3% more capital invested
Capital invested by funds: $13.9B → $14.2B (+$353M)
1.72% less ownership
Funds ownership: 93.28% → 91.56% (-1.7%)
10% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$150M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$132M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$119M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.5M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$71.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$482M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$197M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$115M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$55.7M |
| 5 |
Two Sigma Advisers
New York
|
-$52.8M |
EFX Hedge Fund Activity: Q3 2018 in Review
535 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2018, worth a combined $14.2B — up 2.5% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new EFX positions and 33 closed out — a net gain of 19 holders — while 167 added to existing stakes and 186 trimmed.
The largest buyer was Senator Investment Group, adding an estimated $150M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.
- 535 institutional investors held Equifax (EFX) as of Q3 2018, up from 522 in Q2 2018.
- Funds reported $14.2B of Equifax stock for Q3 2018, up 2.5% quarter-over-quarter.
- 52 funds opened new Equifax positions in Q3 2018 and 33 closed out, a net change of +19 holders.
- The largest Equifax buyer in Q3 2018 was Senator Investment Group, an estimated $150M added.
- The largest Equifax seller in Q3 2018 was T. Rowe Price Associates, an estimated $482M sold.
Based on aggregated 13F filings for Q3 2018.