Equifax
EFX
663 hedge funds and large institutions have $24.5B invested in Equifax in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 221 increasing their positions, 213 reducing their positions, and 37 closing their positions.
100% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 37
4% more funds holding
Funds holding: 636 → 663 (+27)
4% more capital invested
Capital invested by funds: $23.5B → $24.5B (+$986M)
4% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 213
1.3% less ownership
Funds ownership: 99.38% → 98.08% (-1.3%)
27% less call options, than puts
Call options by funds: $83.8M | Put options by funds: $115M
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$497M |
| 2 |
JP Morgan Chase
New York
|
+$119M |
| 3 |
IIP
Intermede Investment Partners
London,
United Kingdom
|
+$109M |
| 4 |
BlackRock
New York
|
+$69M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$67.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$423M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$347M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$128M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$92.8M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
-$80.6M |
EFX Hedge Fund Activity: Q1 2023 in Review
663 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2023, worth a combined $24.5B — up 4.2% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EFX positions and 37 closed out — a net gain of 37 holders — while 221 added to existing stakes and 213 trimmed.
The largest buyer was Capital International Investors, adding an estimated $497M. The largest seller was Massachusetts Financial Services, cutting an estimated $423M.
- 663 institutional investors held Equifax (EFX) as of Q1 2023, up from 636 in Q4 2022.
- Funds reported $24.5B of Equifax stock for Q1 2023, up 4.2% quarter-over-quarter.
- 74 funds opened new Equifax positions in Q1 2023 and 37 closed out, a net change of +37 holders.
- The largest Equifax buyer in Q1 2023 was Capital International Investors, an estimated $497M added.
- The largest Equifax seller in Q1 2023 was Massachusetts Financial Services, an estimated $423M sold.
Based on aggregated 13F filings for Q1 2023.