Equifax
522 hedge funds and large institutions have $13.9B invested in Equifax in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 189 reducing their positions, and 48 closing their positions.
104% more call options, than puts
Call options by funds: $350M | Put options by funds: $171M
8% more capital invested
Capital invested by funds: $12.9B → $13.9B (+$993M)
1.17% more ownership
Funds ownership: 90.99% → 92.16% (+1.2%)
8% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 48
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less funds holding
Funds holding: 523 → 522 (-1)
21% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$200M |
| 2 |
SIG
Senator Investment Group
New York
|
+$119M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$115M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$88.4M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$260M |
| 2 |
D.E. Shaw & Co
New York
|
-$90.3M |
| 3 |
O
OppenheimerFunds
New York
|
-$86M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$67.1M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$53M |
EFX Hedge Fund Activity: Q2 2018 in Review
522 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2018, worth a combined $13.9B — up 7.7% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new EFX positions and 48 closed out — a net gain of 4 holders — while 150 added to existing stakes and 189 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Viking Global Investors, cutting an estimated $260M.
- 522 institutional investors held Equifax (EFX) as of Q2 2018, down from 523 in Q1 2018.
- Funds reported $13.9B of Equifax stock for Q2 2018, up 7.7% quarter-over-quarter.
- 52 funds opened new Equifax positions in Q2 2018 and 48 closed out, a net change of +4 holders.
- The largest Equifax buyer in Q2 2018 was T. Rowe Price Associates, an estimated $200M added.
- The largest Equifax seller in Q2 2018 was Viking Global Investors, an estimated $260M sold.
Based on aggregated 13F filings for Q2 2018.