Equifax
593 hedge funds and large institutions have $12.9B invested in Equifax in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 69 closing their positions.
28% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 69
6.36% more ownership
Funds ownership: 88.82% → 95.18% (+6.4%)
2% more funds holding
Funds holding: 579 → 593 (+14)
8% less capital invested
Capital invested by funds: $14.1B → $12.9B (-$1.18B)
15% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 217
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
33% less call options, than puts
Call options by funds: $12M | Put options by funds: $18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$728M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$184M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$172M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$100M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$73.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 2 |
Bank of New York Mellon
New York
|
-$170M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$94.1M |
| 4 |
CCI
Columbus Circle Investors
|
-$89.9M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$50.8M |
EFX Hedge Fund Activity: Q4 2016 in Review
593 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2016, worth a combined $12.9B — down 8.4% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new EFX positions and 69 closed out — a net gain of 19 holders — while 185 added to existing stakes and 217 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $728M. The largest seller was Fidelity Investments, cutting an estimated $175M.
- 593 institutional investors held Equifax (EFX) as of Q4 2016, up from 579 in Q3 2016.
- Funds reported $12.9B of Equifax stock for Q4 2016, down 8.4% quarter-over-quarter.
- 88 funds opened new Equifax positions in Q4 2016 and 69 closed out, a net change of +19 holders.
- The largest Equifax buyer in Q4 2016 was 1832 Asset Management, an estimated $728M added.
- The largest Equifax seller in Q4 2016 was Fidelity Investments, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2016.