Equifax
566 hedge funds and large institutions have $13.7B invested in Equifax in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 223 reducing their positions, and 44 closing their positions.
43% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 44
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more capital invested
Capital invested by funds: $12B → $13.7B (+$1.69B)
2% more funds holding
Funds holding: 553 → 566 (+13)
6% less call options, than puts
Call options by funds: $7.33M | Put options by funds: $7.83M
2.32% less ownership
Funds ownership: 91.98% → 89.67% (-2.3%)
23% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$118M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$85.7M |
| 3 |
CCI
Columbus Circle Investors
|
+$55.7M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$42M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$398M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$98M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$72.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.8M |
| 5 |
SC
Samlyn Capital
New York
|
-$33.1M |
EFX Hedge Fund Activity: Q2 2016 in Review
566 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2016, worth a combined $13.7B — up 14% from $12B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EFX positions and 44 closed out — a net gain of 19 holders — while 171 added to existing stakes and 223 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Royal London Asset Management, cutting an estimated $398M.
- 566 institutional investors held Equifax (EFX) as of Q2 2016, up from 553 in Q1 2016.
- Funds reported $13.7B of Equifax stock for Q2 2016, up 14% quarter-over-quarter.
- 63 funds opened new Equifax positions in Q2 2016 and 44 closed out, a net change of +19 holders.
- The largest Equifax buyer in Q2 2016 was Fidelity Investments, an estimated $118M added.
- The largest Equifax seller in Q2 2016 was Royal London Asset Management, an estimated $398M sold.
Based on aggregated 13F filings for Q2 2016.