Equifax
472 hedge funds and large institutions have $10B invested in Equifax in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 176 reducing their positions, and 22 closing their positions.
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
58% more call options, than puts
Call options by funds: $4.34M | Put options by funds: $2.75M
4% more funds holding
Funds holding: 452 → 472 (+20)
3% more capital invested
Capital invested by funds: $9.68B → $10B (+$326M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.81% less ownership
Funds ownership: 87.24% → 86.43% (-0.81%)
8% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$39.8M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$23.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$21.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$133M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$121M |
| 3 |
Bank of New York Mellon
New York
|
-$86.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$67.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$27.1M |
EFX Hedge Fund Activity: Q2 2015 in Review
472 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2015, worth a combined $10B — up 3.4% from $9.68B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EFX positions and 22 closed out — a net gain of 26 holders — while 162 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $78.9M. The largest seller was Wellington Management Group, cutting an estimated $133M.
- 472 institutional investors held Equifax (EFX) as of Q2 2015, up from 452 in Q1 2015.
- Funds reported $10B of Equifax stock for Q2 2015, up 3.4% quarter-over-quarter.
- 48 funds opened new Equifax positions in Q2 2015 and 22 closed out, a net change of +26 holders.
- The largest Equifax buyer in Q2 2015 was Fidelity Investments, an estimated $78.9M added.
- The largest Equifax seller in Q2 2015 was Wellington Management Group, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2015.