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Equifax
EFX

695 hedge funds and large institutions have $32.6B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 260 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 50

40% more call options, than puts

Call options by funds: $290M | Put options by funds: $206M

31% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 199

15% more capital invested

Capital invested by funds: $28.4B → $32.6B (+$4.28B)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

6% more funds holding

Funds holding: 656 → 695 (+39)

0.28% less ownership

Funds ownership: 91.95% → 91.67% (-0.28%)

Holders
695
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
100
Increased
260
Reduced
199
Closed
50
Calls
$290M
Puts
$206M
Net Calls
+$83.6M
Net Calls Change
-$21.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$492M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$282M
3
Invesco
Invesco
Georgia
+$149M
4
MCM
Melvin Capital Management
New York
+$120M
5
VanEck Associates
VanEck Associates
New York
+$88.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$706M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
3
GIM
Generation Investment Management
United Kingdom
-$179M
4
Citadel Advisors
Citadel Advisors
Florida
-$99.9M
5
Holocene Advisors
Holocene Advisors
New York
-$78.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
426
IBM Retirement Fund
New York
$591K -$397K -1,426 -41%
PG
427
Pendal Group
Australia
$579K +$550K +1,977 New
PI
428
Pettee Investors
Connecticut
$577K – – –
MCM
429
Moore Capital Management
New York
$571K -$5.64M -20,269 -91%
ECM
430
Exchange Capital Management
Michigan
$567K +$26.7K +96 +5%
PA
431
Profund Advisors
Maryland
$557K +$44.8K +161 +9%
MFM
432
MD Financial Management
Ontario, Canada
$557K +$99.1K +356 +23%
OCM
433
One Capital Management
California
$556K +$529K +1,900 New
WTA
434
Washington Trust Advisors
Massachusetts
$550K +$523K +1,878 New
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$540K +$835 +3 +0.2%
CCMG
436
Clark Capital Management Group
Pennsylvania
$534K +$128K +461 +34%
SCM
437
Shapiro Capital Management
Georgia
$527K – – –
RRCM
438
Rappaport Reiches Capital Management
Illinois
$527K – – –
Cerity Partners
439
Cerity Partners
New York
$524K +$118K +425 +31%
IC
440
IEQ Capital
California
$519K – – –
E
441
Ergoteles
New York
$517K +$491K +1,765 New
Tudor Investment Corp
442
Tudor Investment Corp
Connecticut
$514K -$8.53M -30,645 -95%
BFA
443
Bragg Financial Advisors
North Carolina
$512K – – –
Federated Hermes
444
Federated Hermes
Pennsylvania
$510K +$177K +635 +57%
WSTAM
445
Wilbanks Smith & Thomas Asset Management
Virginia
$505K -$1.95K -7 -0.4%
SP
446
Symmetry Partners
Connecticut
$505K – – –
HPC
447
HM Payson & Co
Maine
$504K -$3.34K -12 -0.7%
WJWM
448
Williams Jones Wealth Management
New York
$504K – – –
TI
449
Tidal Investments
Wisconsin
$502K +$73.8K +265 +18%
WT
450
Whittier Trust
California
$488K +$127K +456 +38%
16 17
18
19 20

EFX Hedge Fund Activity: Q4 2021 in Review

695 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2021, worth a combined $32.6B — up 15% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EFX positions and 50 closed out — a net gain of 50 holders — while 260 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $492M. The largest seller was Capital International Investors, cutting an estimated $706M.

  • 695 institutional investors held Equifax (EFX) as of Q4 2021, up from 656 in Q3 2021.
  • Funds reported $32.6B of Equifax stock for Q4 2021, up 15% quarter-over-quarter.
  • 100 funds opened new Equifax positions in Q4 2021 and 50 closed out, a net change of +50 holders.
  • The largest Equifax buyer in Q4 2021 was JP Morgan Chase, an estimated $492M added.
  • The largest Equifax seller in Q4 2021 was Capital International Investors, an estimated $706M sold.

Based on aggregated 13F filings for Q4 2021.