Equifax
453 hedge funds and large institutions have $9.68B invested in Equifax in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 187 reducing their positions, and 28 closing their positions.
330% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $645K
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
3% more funds holding
Funds holding: 438 → 453 (+15)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.52% less ownership
Funds ownership: 87.76% → 87.24% (-0.52%)
17% less capital inflows, than outflows
Capital inflows: $692M | Capital outflows: $830M
34% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$146M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.8M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$54M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$48.9M |
| 5 |
Frontier Capital Management
Boston,
Massachusetts
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$226M |
| 2 |
JP Morgan Chase
New York
|
-$116M |
| 3 |
Jensen Investment Management
Lake Oswego,
Oregon
|
-$62.6M |
| 4 |
Bank of New York Mellon
New York
|
-$41.2M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$36.7M |
EFX Hedge Fund Activity: Q1 2015 in Review
453 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2015, worth a combined $9.68B — up 13% from $8.56B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EFX positions and 28 closed out — a net gain of 18 holders — while 123 added to existing stakes and 187 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $226M.
- 453 institutional investors held Equifax (EFX) as of Q1 2015, up from 438 in Q4 2014.
- Funds reported $9.68B of Equifax stock for Q1 2015, up 13% quarter-over-quarter.
- 46 funds opened new Equifax positions in Q1 2015 and 28 closed out, a net change of +18 holders.
- The largest Equifax buyer in Q1 2015 was Massachusetts Financial Services, an estimated $146M added.
- The largest Equifax seller in Q1 2015 was Wellington Management Group, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2015.