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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
IAA
476
Independent Advisor Alliance
North Carolina
$409K +$132K +474 +51%
QCM
477
Quantinno Capital Management
New York
$407K -$29.8K -107 -7%
WSFS
478
Wilmington Savings Fund Society
Delaware
$405K – – –
TPM
479
Triasima Portfolio Management
Quebec, Canada
$403K +$109K +390 +40%
DDPIC
480
Deroy & Devereaux Private Investment Counsel
Michigan
$400K -$9.74K -35 -3%
RC
481
Roundview Capital
New Jersey
$400K – – –
II
482
Inspire Investing
Idaho
$397K -$2.5K -9 -0.7%
UCFA
483
United Capital Financial Advisors
Texas
$397K +$6.96K +25 +2%
BA
484
Bridgewater Advisors
New York
$396K -$22.5K -81 -6%
AA
485
ALPS Advisors
Colorado
$392K +$3.62K +13 +1%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$391K +$23.9K +86 +7%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$390K +$9.46K +34 +3%
TCBWMS
488
Texas Capital Bank Wealth Management Services
Texas
$389K +$2.78K +10 +0.8%
NHC
489
Nicholas Hoffman & Company
Georgia
$384K – – –
AAM
490
Aureus Asset Management
Massachusetts
$381K – – –
GT
491
Greenleaf Trust
Michigan
$373K +$16.1K +58 +5%
Rockefeller Capital Management
492
Rockefeller Capital Management
New York
$371K -$20.3K -73 -5%
SFI
493
Siemens Fonds Invest
Germany
$369K -$1.11K -4 -0.3%
QCG
494
Quadrant Capital Group
Ohio
$365K +$267K +958 +330%
Rafferty Asset Management
495
Rafferty Asset Management
New York
$362K -$135K -486 -28%
WDA
496
Wendell David Associates
New Hampshire
$351K – – –
AIM
497
Aigen Investment Management
New York
$350K +$351K +1,260 New
ECG
498
Edge Capital Group
Georgia
$348K – – –
CFS
499
Cannon Financial Strategists
Georgia
$341K – – –
CCIA
500
Cherry Creek Investment Advisors
Colorado
$334K +$278 +1 +0.1%
18 19
20
21 22

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.