Equifax
629 hedge funds and large institutions have $26.7B invested in Equifax in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 206 increasing their positions, 189 reducing their positions, and 44 closing their positions.
102% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 44
30% more capital invested
Capital invested by funds: $20.5B → $26.7B (+$6.23B)
7% more funds holding
Funds holding: 588 → 629 (+41)
9% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 189
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.73% less ownership
Funds ownership: 92.52% → 91.78% (-0.73%)
12% less call options, than puts
Call options by funds: $57.3M | Put options by funds: $65.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$353M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
+$202M |
| 3 |
Morgan Stanley
New York
|
+$107M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$64.7M |
| 5 |
Holocene Advisors
New York
|
+$61.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$488M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$213M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$153M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$76.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$74.8M |
EFX Hedge Fund Activity: Q2 2021 in Review
629 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2021, worth a combined $26.7B — up 30% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new EFX positions and 44 closed out — a net gain of 45 holders — while 206 added to existing stakes and 189 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $353M. The largest seller was Generation Investment Management, cutting an estimated $488M.
- 629 institutional investors held Equifax (EFX) as of Q2 2021, up from 588 in Q1 2021.
- Funds reported $26.7B of Equifax stock for Q2 2021, up 30% quarter-over-quarter.
- 89 funds opened new Equifax positions in Q2 2021 and 44 closed out, a net change of +45 holders.
- The largest Equifax buyer in Q2 2021 was Fidelity Investments, an estimated $353M added.
- The largest Equifax seller in Q2 2021 was Generation Investment Management, an estimated $488M sold.
Based on aggregated 13F filings for Q2 2021.