Equifax
523 hedge funds and large institutions have $12.9B invested in Equifax in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 150 increasing their positions, 200 reducing their positions, and 56 closing their positions.
1% more call options, than puts
Call options by funds: $122M | Put options by funds: $121M
1% less funds holding
Funds holding: 528 → 523 (-5)
3% less capital invested
Capital invested by funds: $13.2B → $12.9B (-$352M)
4% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 56
2.4% less ownership
Funds ownership: 93.43% → 91.03% (-2.4%)
25% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 200
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$467M |
| 2 |
Neuberger Berman Group
New York
|
+$134M |
| 3 |
D.E. Shaw & Co
New York
|
+$109M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$72.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$56.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$240M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$126M |
| 3 |
Two Sigma Advisers
New York
|
-$114M |
| 4 |
HP
Hound Partners
New York
|
-$109M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$105M |
EFX Hedge Fund Activity: Q1 2018 in Review
523 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2018, worth a combined $12.9B — down 2.7% from $13.2B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of EFX and 54 opened new positions — a net loss of 2 holders — while 200 trimmed existing stakes and 150 added.
The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $467M. The largest seller was Massachusetts Financial Services, cutting an estimated $240M.
- 523 institutional investors held Equifax (EFX) as of Q1 2018, down from 528 in Q4 2017.
- Funds reported $12.9B of Equifax stock for Q1 2018, down 2.7% quarter-over-quarter.
- 54 funds opened new Equifax positions in Q1 2018 and 56 closed out, a net change of -2 holders.
- The largest Equifax buyer in Q1 2018 was Independent Franchise Partners, an estimated $467M added.
- The largest Equifax seller in Q1 2018 was Massachusetts Financial Services, an estimated $240M sold.
Based on aggregated 13F filings for Q1 2018.