Equifax
632 hedge funds and large institutions have $20.6B invested in Equifax in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 259 increasing their positions, 202 reducing their positions, and 102 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 202
0.23% more ownership
Funds ownership: 92.01% → 92.23% (+0.23%)
8% less call options, than puts
Call options by funds: $73.9M | Put options by funds: $80.3M
9% less funds holding
Funds holding: 697 → 632 (-65)
23% less capital invested
Capital invested by funds: $26.6B → $20.6B (-$5.99B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
53% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$623M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$190M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$148M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$116M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$98.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$365M |
| 2 |
BlackRock
New York
|
-$164M |
| 3 |
JP Morgan Chase
New York
|
-$140M |
| 4 |
Alkeon Capital Management
New York
|
-$140M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$120M |
EFX Hedge Fund Activity: Q2 2022 in Review
632 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2022, worth a combined $20.6B — down 23% from $26.6B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of EFX and 48 opened new positions — a net loss of 54 holders — while 202 trimmed existing stakes and 259 added.
The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was Mackenzie Financial, cutting an estimated $365M.
- 632 institutional investors held Equifax (EFX) as of Q2 2022, down from 697 in Q1 2022.
- Funds reported $20.6B of Equifax stock for Q2 2022, down 23% quarter-over-quarter.
- 48 funds opened new Equifax positions in Q2 2022 and 102 closed out, a net change of -54 holders.
- The largest Equifax buyer in Q2 2022 was Morgan Stanley, an estimated $623M added.
- The largest Equifax seller in Q2 2022 was Mackenzie Financial, an estimated $365M sold.
Based on aggregated 13F filings for Q2 2022.