Equifax
580 hedge funds and large institutions have $14.3B invested in Equifax in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 184 increasing their positions, 217 reducing their positions, and 29 closing their positions.
62% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 29
32% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $7.63M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more funds holding
Funds holding: 567 → 580 (+13)
4% more capital invested
Capital invested by funds: $13.7B → $14.3B (+$575M)
0.81% less ownership
Funds ownership: 89.63% → 88.82% (-0.81%)
15% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 217
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$118M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$87.8M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$42.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$40M |
| 5 |
HSC
Harbor Spring Capital
New York
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$210M |
| 2 |
Bank of New York Mellon
New York
|
-$138M |
| 3 |
JP Morgan Chase
New York
|
-$94.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$93M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.8M |
EFX Hedge Fund Activity: Q3 2016 in Review
580 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2016, worth a combined $14.3B — up 4.2% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EFX positions and 29 closed out — a net gain of 18 holders — while 184 added to existing stakes and 217 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $118M. The largest seller was Atlanta Capital Management, cutting an estimated $210M.
- 580 institutional investors held Equifax (EFX) as of Q3 2016, up from 567 in Q2 2016.
- Funds reported $14.3B of Equifax stock for Q3 2016, up 4.2% quarter-over-quarter.
- 47 funds opened new Equifax positions in Q3 2016 and 29 closed out, a net change of +18 holders.
- The largest Equifax buyer in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $118M added.
- The largest Equifax seller in Q3 2016 was Atlanta Capital Management, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2016.