Equifax
507 hedge funds and large institutions have $15.8B invested in Equifax in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 160 increasing their positions, 164 reducing their positions, and 38 closing their positions.
71% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 38
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
39% more call options, than puts
Call options by funds: $71.3M | Put options by funds: $51.4M
16% more capital invested
Capital invested by funds: $13.6B → $15.8B (+$2.14B)
4% more funds holding
Funds holding: 488 → 507 (+19)
1.81% more ownership
Funds ownership: 94.83% → 96.63% (+1.8%)
2% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$215M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$160M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$110M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$95.9M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$85.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$360M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$97.5M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$76.7M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$62.1M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$44.8M |
EFX Hedge Fund Activity: Q2 2019 in Review
507 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2019, worth a combined $15.8B — up 16% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EFX positions and 38 closed out — a net gain of 27 holders — while 160 added to existing stakes and 164 trimmed.
The largest buyer was Invesco, adding an estimated $215M. The largest seller was T. Rowe Price Associates, cutting an estimated $360M.
- 507 institutional investors held Equifax (EFX) as of Q2 2019, up from 488 in Q1 2019.
- Funds reported $15.8B of Equifax stock for Q2 2019, up 16% quarter-over-quarter.
- 65 funds opened new Equifax positions in Q2 2019 and 38 closed out, a net change of +27 holders.
- The largest Equifax buyer in Q2 2019 was Invesco, an estimated $215M added.
- The largest Equifax seller in Q2 2019 was T. Rowe Price Associates, an estimated $360M sold.
Based on aggregated 13F filings for Q2 2019.