Equifax
520 hedge funds and large institutions have $12.2B invested in Equifax in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 150 increasing their positions, 200 reducing their positions, and 153 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
4.79% more ownership
Funds ownership: 90.86% → 95.65% (+4.8%)
12% less funds holding
Funds holding: 589 → 520 (-69)
19% less capital invested
Capital invested by funds: $15B → $12.2B (-$2.8B)
25% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 200
41% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 153
43% less call options, than puts
Call options by funds: $301M | Put options by funds: $531M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$641M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$338M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$171M |
| 4 |
CCM
Cantillon Capital Management
New York
|
+$155M |
| 5 |
O
OppenheimerFunds
New York
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$314M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$256M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$171M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$146M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$137M |
EFX Hedge Fund Activity: Q3 2017 in Review
520 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2017, worth a combined $12.2B — down 19% from $15B a quarter earlier.
Sellers outnumbered buyers: 153 funds closed out of EFX and 90 opened new positions — a net loss of 63 holders — while 200 trimmed existing stakes and 150 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $641M. The largest seller was Fidelity Investments, cutting an estimated $314M.
- 520 institutional investors held Equifax (EFX) as of Q3 2017, down from 589 in Q2 2017.
- Funds reported $12.2B of Equifax stock for Q3 2017, down 19% quarter-over-quarter.
- 90 funds opened new Equifax positions in Q3 2017 and 153 closed out, a net change of -63 holders.
- The largest Equifax buyer in Q3 2017 was Capital International Investors, an estimated $641M added.
- The largest Equifax seller in Q3 2017 was Fidelity Investments, an estimated $314M sold.
Based on aggregated 13F filings for Q3 2017.