Equifax
588 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 202 increasing their positions, 191 reducing their positions, and 62 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
1.28% more ownership
Funds ownership: 91.24% → 92.52% (+1.3%)
7% more call options, than puts
Call options by funds: $43.5M | Put options by funds: $40.7M
6% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 191
1% less funds holding
Funds holding: 592 → 588 (-4)
2% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 62
4% less capital invested
Capital invested by funds: $21.4B → $20.5B (-$905M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$262M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$216M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$141M |
| 4 |
MAM
Majedie Asset Management
London,
United Kingdom
|
+$97.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$90.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$393M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$309M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$67.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$48.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$44.1M |
EFX Hedge Fund Activity: Q1 2021 in Review
588 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2021, worth a combined $20.5B — down 4.2% from $21.4B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of EFX and 61 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 202 added.
The largest buyer was Capital Research Global Investors, adding an estimated $262M. The largest seller was Fidelity Investments, cutting an estimated $393M.
- 588 institutional investors held Equifax (EFX) as of Q1 2021, down from 592 in Q4 2020.
- Funds reported $20.5B of Equifax stock for Q1 2021, down 4.2% quarter-over-quarter.
- 61 funds opened new Equifax positions in Q1 2021 and 62 closed out, a net change of -1 holder.
- The largest Equifax buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
- The largest Equifax seller in Q1 2021 was Fidelity Investments, an estimated $393M sold.
Based on aggregated 13F filings for Q1 2021.