Equifax
501 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.
71% more call options, than puts
Call options by funds: $63.6M | Put options by funds: $37.3M
1.97% more ownership
Funds ownership: 93.87% → 95.84% (+2%)
4% less funds holding
Funds holding: 520 → 501 (-19)
13% less capital invested
Capital invested by funds: $15.9B → $13.9B (-$2.04B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
19% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 197
21% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$534M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$116M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$94.7M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$73.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$60.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$169M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$100M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$78.8M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$72.9M |
| 5 |
SC
Samlyn Capital
New York
|
-$62M |
EFX Hedge Fund Activity: Q1 2020 in Review
501 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2020, worth a combined $13.9B — down 13% from $15.9B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of EFX and 52 opened new positions — a net loss of 14 holders — while 197 trimmed existing stakes and 160 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Independent Franchise Partners, cutting an estimated $169M.
- 501 institutional investors held Equifax (EFX) as of Q1 2020, down from 520 in Q4 2019.
- Funds reported $13.9B of Equifax stock for Q1 2020, down 13% quarter-over-quarter.
- 52 funds opened new Equifax positions in Q1 2020 and 66 closed out, a net change of -14 holders.
- The largest Equifax buyer in Q1 2020 was T. Rowe Price Associates, an estimated $534M added.
- The largest Equifax seller in Q1 2020 was Independent Franchise Partners, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2020.