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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.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+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: 592588 (-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)

Holders
588
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
61
Increased
202
Reduced
191
Closed
62
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B +$10.6M +60,091 +0.5%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.09B +$141M +798,873 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.48B +$90.9M +514,795 +7%
BlackRock
4
BlackRock
New York
$1.48B +$63.4M +358,703 +5%
Capital International Investors
5
Capital International Investors
California
$1.46B -$44.1M -249,708 -3%
GIM
6
Generation Investment Management
United Kingdom
$1.25B +$216M +1,220,142 +22%
State Street
7
State Street
Massachusetts
$873M +$6.66M +37,688 +0.8%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$610M +$55.6M +314,766 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$512M -$393M -2,222,915 -44%
Invesco
10
Invesco
Georgia
$479M -$48.2M -272,998 -9%
CCM
11
Cantillon Capital Management
New York
$399M -$14.1M -79,980 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$361M +$9.25M +52,342 +3%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$355M +$35.8M +202,651 +12%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$317M -$309M -1,751,509 -50%
JIM
15
Jensen Investment Management
Oregon
$288M +$9.76M +55,273 +4%
Capital Research Global Investors
16
Capital Research Global Investors
California
$269M +$262M +1,484,036 +96,617%
Northern Trust
17
Northern Trust
Illinois
$233M -$4.4M -24,933 -2%
Bessemer Group
18
Bessemer Group
New Jersey
$224M +$33.6M +190,018 +18%
ESCM
19
Echo Street Capital Management
New York
$191M -$4.04M -22,883 -2%
Norges Bank
20
Norges Bank
Norway
$188M +$1.76M +9,954 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$182M -$8.31M -47,038 -4%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$172M +$601K +3,404 +0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$166M -$19M -107,696 -10%
BAM
24
Burgundy Asset Management
Ontario, Canada
$163M +$67.7M +383,441 +74%
Wells Fargo
25
Wells Fargo
California
$138M +$11M +62,369 +9%

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.