Equifax
EFX
697 hedge funds and large institutions have $26.6B invested in Equifax in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 209 reducing their positions, and 81 closing their positions.
70% more call options, than puts
Call options by funds: $326M | Put options by funds: $192M
27% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 209
12% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 81
0.34% more ownership
Funds ownership: 91.67% → 92.01% (+0.34%)
0% more funds holding
Funds holding: 695 → 697 (+2)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
19% less capital invested
Capital invested by funds: $32.6B → $26.6B (-$6.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$521M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$257M |
| 3 |
Morgan Stanley
New York
|
+$252M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$218M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$464M |
| 2 |
MCM
Melvin Capital Management
New York
|
-$441M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$251M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$219M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$173M |
EFX Hedge Fund Activity: Q1 2022 in Review
697 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2022, worth a combined $26.6B — down 19% from $32.6B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new EFX positions and 81 closed out — a net gain of 10 holders — while 266 added to existing stakes and 209 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $521M. The largest seller was Capital International Investors, cutting an estimated $464M.
- 697 institutional investors held Equifax (EFX) as of Q1 2022, up from 695 in Q4 2021.
- Funds reported $26.6B of Equifax stock for Q1 2022, down 19% quarter-over-quarter.
- 91 funds opened new Equifax positions in Q1 2022 and 81 closed out, a net change of +10 holders.
- The largest Equifax buyer in Q1 2022 was Generation Investment Management, an estimated $521M added.
- The largest Equifax seller in Q1 2022 was Capital International Investors, an estimated $464M sold.
Based on aggregated 13F filings for Q1 2022.