Equifax
592 hedge funds and large institutions have $21.4B invested in Equifax in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 191 increasing their positions, 195 reducing their positions, and 52 closing their positions.
140% more funds holding in top 10
Funds holding in top 10: 5 → 12 (+7)
85% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 52
22% more capital invested
Capital invested by funds: $17.6B → $21.4B (+$3.81B)
7% more funds holding
Funds holding: 554 → 592 (+38)
2% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 195
1.26% less ownership
Funds ownership: 92.5% → 91.24% (-1.3%)
11% less call options, than puts
Call options by funds: $41.8M | Put options by funds: $46.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$607M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$291M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$138M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$90.2M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$86.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$574M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$249M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$136M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$115M |
| 5 |
Bank of New York Mellon
New York
|
-$64.1M |
EFX Hedge Fund Activity: Q4 2020 in Review
592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2020, worth a combined $21.4B — up 22% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new EFX positions and 52 closed out — a net gain of 44 holders — while 191 added to existing stakes and 195 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $607M. The largest seller was T. Rowe Price Associates, cutting an estimated $574M.
- 592 institutional investors held Equifax (EFX) as of Q4 2020, up from 554 in Q3 2020.
- Funds reported $21.4B of Equifax stock for Q4 2020, up 22% quarter-over-quarter.
- 96 funds opened new Equifax positions in Q4 2020 and 52 closed out, a net change of +44 holders.
- The largest Equifax buyer in Q4 2020 was Generation Investment Management, an estimated $607M added.
- The largest Equifax seller in Q4 2020 was T. Rowe Price Associates, an estimated $574M sold.
Based on aggregated 13F filings for Q4 2020.