Equifax
625 hedge funds and large institutions have $19.9B invested in Equifax in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 237 reducing their positions, and 59 closing their positions.
2.67% more ownership
Funds ownership: 92.23% → 94.91% (+2.7%)
0% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 59
3% less capital invested
Capital invested by funds: $20.6B → $19.9B (-$700M)
1% less funds holding
Funds holding: 632 → 625 (-7)
11% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 237
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less call options, than puts
Call options by funds: $73.4M | Put options by funds: $85.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$406M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$183M |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$56.7M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$36.1M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$676M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$79.7M |
| 3 |
Renaissance Technologies
New York
|
-$51.1M |
| 4 |
Two Sigma Advisers
New York
|
-$44.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.8M |
EFX Hedge Fund Activity: Q3 2022 in Review
625 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2022, worth a combined $19.9B — down 3.4% from $20.6B a quarter earlier.
Fund positioning in EFX was balanced in Q3 2022: 59 funds opened new positions, 59 closed out, 211 added to existing stakes and 237 trimmed.
The largest buyer was Capital International Investors, adding an estimated $406M. The largest seller was T. Rowe Price Associates, cutting an estimated $676M.
- 625 institutional investors held Equifax (EFX) as of Q3 2022, down from 632 in Q2 2022.
- Funds reported $19.9B of Equifax stock for Q3 2022, down 3.4% quarter-over-quarter.
- 59 funds opened new Equifax positions in Q3 2022 and 59 closed out, a net change of 0 holders.
- The largest Equifax buyer in Q3 2022 was Capital International Investors, an estimated $406M added.
- The largest Equifax seller in Q3 2022 was T. Rowe Price Associates, an estimated $676M sold.
Based on aggregated 13F filings for Q3 2022.