Equifax
555 hedge funds and large institutions have $17.6B invested in Equifax in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 184 increasing their positions, 162 reducing their positions, and 48 closing their positions.
67% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 48
14% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 162
6% more funds holding
Funds holding: 525 → 555 (+30)
3% less call options, than puts
Call options by funds: $49.6M | Put options by funds: $51.2M
1.58% less ownership
Funds ownership: 94.06% → 92.49% (-1.6%)
10% less capital invested
Capital invested by funds: $19.6B → $17.6B (-$1.99B)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$214M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$156M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$86.5M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$75.5M |
| 5 |
JCM
Junto Capital Management
New York
|
+$63.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$662M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$196M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$145M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$98.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$90.7M |
EFX Hedge Fund Activity: Q3 2020 in Review
555 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2020, worth a combined $17.6B — down 10% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new EFX positions and 48 closed out — a net gain of 32 holders — while 184 added to existing stakes and 162 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $214M. The largest seller was T. Rowe Price Associates, cutting an estimated $662M.
- 555 institutional investors held Equifax (EFX) as of Q3 2020, up from 525 in Q2 2020.
- Funds reported $17.6B of Equifax stock for Q3 2020, down 10% quarter-over-quarter.
- 80 funds opened new Equifax positions in Q3 2020 and 48 closed out, a net change of +32 holders.
- The largest Equifax buyer in Q3 2020 was Mackenzie Financial, an estimated $214M added.
- The largest Equifax seller in Q3 2020 was T. Rowe Price Associates, an estimated $662M sold.
Based on aggregated 13F filings for Q3 2020.