Equifax
725 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 243 reducing their positions, and 58 closing their positions.
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
112% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 58
42% more capital invested
Capital invested by funds: $21.7B → $30.8B (+$9.09B)
9% more funds holding
Funds holding: 668 → 725 (+57)
4.5% more ownership
Funds ownership: 96.77% → 101.27% (+4.5%)
4% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 243
21% less call options, than puts
Call options by funds: $129M | Put options by funds: $163M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.19B |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$400M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$127M |
| 4 |
BlackRock
New York
|
+$119M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$465M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$166M |
| 3 |
JP Morgan Chase
New York
|
-$151M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$119M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$73.9M |
EFX Hedge Fund Activity: Q4 2023 in Review
725 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2023, worth a combined $30.8B — up 42% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new EFX positions and 58 closed out — a net gain of 65 holders — while 234 added to existing stakes and 243 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.19B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $465M.
- 725 institutional investors held Equifax (EFX) as of Q4 2023, up from 668 in Q3 2023.
- Funds reported $30.8B of Equifax stock for Q4 2023, up 42% quarter-over-quarter.
- 123 funds opened new Equifax positions in Q4 2023 and 58 closed out, a net change of +65 holders.
- The largest Equifax buyer in Q4 2023 was Morgan Stanley, an estimated $1.19B added.
- The largest Equifax seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $465M sold.
Based on aggregated 13F filings for Q4 2023.