Equifax
499 hedge funds and large institutions have $16B invested in Equifax in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 167 increasing their positions, 165 reducing their positions, and 48 closing their positions.
53% more call options, than puts
Call options by funds: $104M | Put options by funds: $68.2M
2% more capital invested
Capital invested by funds: $15.8B → $16B (+$285M)
1% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 165
2% less funds holding
Funds holding: 507 → 499 (-8)
2.2% less ownership
Funds ownership: 96.63% → 94.43% (-2.2%)
13% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 48
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$432M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$104M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$84M |
| 4 |
CII
Capital International Inc
Los Angeles,
California
|
+$50.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$173M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$143M |
| 3 |
TCI Fund Management
London,
United Kingdom
|
-$120M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$117M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$106M |
EFX Hedge Fund Activity: Q3 2019 in Review
499 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2019, worth a combined $16B — up 1.8% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EFX and 42 opened new positions — a net loss of 6 holders — while 165 trimmed existing stakes and 167 added.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $432M. The largest seller was T. Rowe Price Associates, cutting an estimated $173M.
- 499 institutional investors held Equifax (EFX) as of Q3 2019, down from 507 in Q2 2019.
- Funds reported $16B of Equifax stock for Q3 2019, up 1.8% quarter-over-quarter.
- 42 funds opened new Equifax positions in Q3 2019 and 48 closed out, a net change of -6 holders.
- The largest Equifax buyer in Q3 2019 was Lone Pine Capital, an estimated $432M added.
- The largest Equifax seller in Q3 2019 was T. Rowe Price Associates, an estimated $173M sold.
Based on aggregated 13F filings for Q3 2019.