Equifax
527 hedge funds and large institutions have $13.2B invested in Equifax in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 72 closing their positions.
17% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 72
8% more capital invested
Capital invested by funds: $12.2B → $13.2B (+$1.02B)
2% more funds holding
Funds holding: 519 → 527 (+8)
6% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 178
2.22% less ownership
Funds ownership: 95.65% → 93.43% (-2.2%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
10% less call options, than puts
Call options by funds: $195M | Put options by funds: $217M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$202M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$173M |
| 3 |
Two Sigma Advisers
New York
|
+$139M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$136M |
| 5 |
Neuberger Berman Group
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$314M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$209M |
| 3 |
Morgan Stanley
New York
|
-$96.1M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$90M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$87.9M |
EFX Hedge Fund Activity: Q4 2017 in Review
527 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2017, worth a combined $13.2B — up 8.3% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EFX positions and 72 closed out — a net gain of 12 holders — while 168 added to existing stakes and 178 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $202M. The largest seller was Fidelity Investments, cutting an estimated $314M.
- 527 institutional investors held Equifax (EFX) as of Q4 2017, up from 519 in Q3 2017.
- Funds reported $13.2B of Equifax stock for Q4 2017, up 8.3% quarter-over-quarter.
- 84 funds opened new Equifax positions in Q4 2017 and 72 closed out, a net change of +12 holders.
- The largest Equifax buyer in Q4 2017 was Viking Global Investors, an estimated $202M added.
- The largest Equifax seller in Q4 2017 was Fidelity Investments, an estimated $314M sold.
Based on aggregated 13F filings for Q4 2017.