Equifax
490 hedge funds and large institutions have $13.7B invested in Equifax in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 165 increasing their positions, 157 reducing their positions, and 42 closing their positions.
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
29% more capital invested
Capital invested by funds: $10.6B → $13.7B (+$3.08B)
4% more funds holding
Funds holding: 472 → 490 (+18)
5% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 157
0.76% more ownership
Funds ownership: 94.32% → 95.08% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
32% less call options, than puts
Call options by funds: $47.5M | Put options by funds: $70.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$395M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$273M |
| 3 |
TCI Fund Management
London,
United Kingdom
|
+$174M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$117M |
| 5 |
SIG
Senator Investment Group
New York
|
+$90.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$608M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
-$140M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$78.2M |
| 4 |
EC
Eminence Capital
New York
|
-$63.8M |
| 5 |
Neuberger Berman Group
New York
|
-$51.7M |
EFX Hedge Fund Activity: Q1 2019 in Review
490 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2019, worth a combined $13.7B — up 29% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EFX positions and 42 closed out — a net gain of 21 holders — while 165 added to existing stakes and 157 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $395M. The largest seller was T. Rowe Price Associates, cutting an estimated $608M.
- 490 institutional investors held Equifax (EFX) as of Q1 2019, up from 472 in Q4 2018.
- Funds reported $13.7B of Equifax stock for Q1 2019, up 29% quarter-over-quarter.
- 63 funds opened new Equifax positions in Q1 2019 and 42 closed out, a net change of +21 holders.
- The largest Equifax buyer in Q1 2019 was Massachusetts Financial Services, an estimated $395M added.
- The largest Equifax seller in Q1 2019 was T. Rowe Price Associates, an estimated $608M sold.
Based on aggregated 13F filings for Q1 2019.