Equifax
525 hedge funds and large institutions have $19.6B invested in Equifax in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 47 closing their positions.
83% more call options, than puts
Call options by funds: $97.7M | Put options by funds: $53.4M
60% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 47
41% more capital invested
Capital invested by funds: $13.9B → $19.6B (+$5.74B)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
5% more funds holding
Funds holding: 501 → 525 (+24)
5% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 178
1.75% less ownership
Funds ownership: 95.81% → 94.06% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$199M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$168M |
| 3 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$108M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$76.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$379M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$128M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$96.6M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$95.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.3M |
EFX Hedge Fund Activity: Q2 2020 in Review
525 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2020, worth a combined $19.6B — up 41% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EFX positions and 47 closed out — a net gain of 28 holders — while 169 added to existing stakes and 178 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $199M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $379M sold.
- 525 institutional investors held Equifax (EFX) as of Q2 2020, up from 501 in Q1 2020.
- Funds reported $19.6B of Equifax stock for Q2 2020, up 41% quarter-over-quarter.
- 75 funds opened new Equifax positions in Q2 2020 and 47 closed out, a net change of +28 holders.
- The largest Equifax buyer in Q2 2020 was T. Rowe Price Associates, an estimated $199M added.
- The largest Equifax seller in Q2 2020 was Lone Pine Capital, an estimated $379M sold.
Based on aggregated 13F filings for Q2 2020.