Equifax
570 hedge funds and large institutions have $14.9B invested in Equifax in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 179 increasing their positions, 216 reducing their positions, and 76 closing their positions.
69% more call options, than puts
Call options by funds: $7.69M | Put options by funds: $4.55M
16% more capital invested
Capital invested by funds: $12.8B → $14.9B (+$2.07B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4% less funds holding
Funds holding: 593 → 570 (-23)
4.65% less ownership
Funds ownership: 94.71% → 90.06% (-4.7%)
14% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 76
17% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.11B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$656M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$82.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.5M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$721M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$142M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$120M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$53.8M |
EFX Hedge Fund Activity: Q1 2017 in Review
570 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2017, worth a combined $14.9B — up 16% from $12.8B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of EFX and 65 opened new positions — a net loss of 11 holders — while 216 trimmed existing stakes and 179 added.
The largest buyer was BlackRock, adding an estimated $1.11B. The largest seller was 1832 Asset Management, cutting an estimated $721M.
- 570 institutional investors held Equifax (EFX) as of Q1 2017, down from 593 in Q4 2016.
- Funds reported $14.9B of Equifax stock for Q1 2017, up 16% quarter-over-quarter.
- 65 funds opened new Equifax positions in Q1 2017 and 76 closed out, a net change of -11 holders.
- The largest Equifax buyer in Q1 2017 was BlackRock, an estimated $1.11B added.
- The largest Equifax seller in Q1 2017 was 1832 Asset Management, an estimated $721M sold.
Based on aggregated 13F filings for Q1 2017.