Equifax
EFX
520 hedge funds and large institutions have $15.9B invested in Equifax in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 155 reducing their positions, and 34 closing their positions.
91% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 34
58% more call options, than puts
Call options by funds: $90.1M | Put options by funds: $56.9M
14% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 155
4% more funds holding
Funds holding: 499 → 520 (+21)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.56% less ownership
Funds ownership: 94.43% → 93.87% (-0.56%)
1% less capital invested
Capital invested by funds: $16B → $15.9B (-$126M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$447M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$116M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$74.4M |
| 4 |
SC
Samlyn Capital
New York
|
+$61.3M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$279M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$148M |
| 3 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$135M |
| 4 |
TCI Fund Management
London,
United Kingdom
|
-$110M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$95.7M |
EFX Hedge Fund Activity: Q4 2019 in Review
520 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2019, worth a combined $15.9B — down 0.78% from $16B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EFX positions and 34 closed out — a net gain of 31 holders — while 177 added to existing stakes and 155 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $447M. The largest seller was Capital International Investors, cutting an estimated $279M.
- 520 institutional investors held Equifax (EFX) as of Q4 2019, up from 499 in Q3 2019.
- Funds reported $15.9B of Equifax stock for Q4 2019, down 0.78% quarter-over-quarter.
- 65 funds opened new Equifax positions in Q4 2019 and 34 closed out, a net change of +31 holders.
- The largest Equifax buyer in Q4 2019 was T. Rowe Price Associates, an estimated $447M added.
- The largest Equifax seller in Q4 2019 was Capital International Investors, an estimated $279M sold.
Based on aggregated 13F filings for Q4 2019.