Equifax
658 hedge funds and large institutions have $28.4B invested in Equifax in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 226 increasing their positions, 210 reducing their positions, and 39 closing their positions.
84% more call options, than puts
Call options by funds: $230M | Put options by funds: $125M
82% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 39
6% more capital invested
Capital invested by funds: $26.7B → $28.4B (+$1.64B)
4% more funds holding
Funds holding: 631 → 658 (+27)
8% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 210
0.17% more ownership
Funds ownership: 91.79% → 91.95% (+0.17%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$280M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$217M |
| 3 |
Alkeon Capital Management
New York
|
+$125M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$101M |
| 5 |
VanEck Associates
New York
|
+$86.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$588M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$481M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$135M |
| 4 |
Morgan Stanley
New York
|
-$111M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$54.4M |
EFX Hedge Fund Activity: Q3 2021 in Review
658 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2021, worth a combined $28.4B — up 6.1% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EFX positions and 39 closed out — a net gain of 32 holders — while 226 added to existing stakes and 210 trimmed.
The largest buyer was BlackRock, adding an estimated $280M. The largest seller was T. Rowe Price Associates, cutting an estimated $588M.
- 658 institutional investors held Equifax (EFX) as of Q3 2021, up from 631 in Q2 2021.
- Funds reported $28.4B of Equifax stock for Q3 2021, up 6.1% quarter-over-quarter.
- 71 funds opened new Equifax positions in Q3 2021 and 39 closed out, a net change of +32 holders.
- The largest Equifax buyer in Q3 2021 was BlackRock, an estimated $280M added.
- The largest Equifax seller in Q3 2021 was T. Rowe Price Associates, an estimated $588M sold.
Based on aggregated 13F filings for Q3 2021.