Equifax
695 hedge funds and large institutions have $32.7B invested in Equifax in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 260 increasing their positions, 199 reducing their positions, and 50 closing their positions.
98% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 50
40% more call options, than puts
Call options by funds: $290M | Put options by funds: $206M
31% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 199
15% more capital invested
Capital invested by funds: $28.4B → $32.7B (+$4.33B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more funds holding
Funds holding: 658 → 695 (+37)
0.3% less ownership
Funds ownership: 91.95% → 91.65% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$492M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$282M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$149M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$120M |
| 5 |
VanEck Associates
New York
|
+$88.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$706M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$191M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$179M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$99.9M |
| 5 |
Holocene Advisors
New York
|
-$78.4M |
EFX Hedge Fund Activity: Q4 2021 in Review
695 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2021, worth a combined $32.7B — up 15% from $28.4B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new EFX positions and 50 closed out — a net gain of 49 holders — while 260 added to existing stakes and 199 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $492M. The largest seller was Capital International Investors, cutting an estimated $706M.
- 695 institutional investors held Equifax (EFX) as of Q4 2021, up from 658 in Q3 2021.
- Funds reported $32.7B of Equifax stock for Q4 2021, up 15% quarter-over-quarter.
- 99 funds opened new Equifax positions in Q4 2021 and 50 closed out, a net change of +49 holders.
- The largest Equifax buyer in Q4 2021 was JP Morgan Chase, an estimated $492M added.
- The largest Equifax seller in Q4 2021 was Capital International Investors, an estimated $706M sold.
Based on aggregated 13F filings for Q4 2021.