Equifax
635 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 212 reducing their positions, and 68 closing their positions.
29% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 68
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
18% more capital invested
Capital invested by funds: $19.9B → $23.5B (+$3.61B)
4.07% more ownership
Funds ownership: 94.89% → 98.96% (+4.1%)
1% more funds holding
Funds holding: 627 → 635 (+8)
2% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 212
48% less call options, than puts
Call options by funds: $71.9M | Put options by funds: $140M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$715M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$452M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$148M |
| 4 |
Morgan Stanley
New York
|
+$97.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$157M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
-$153M |
| 3 |
JP Morgan Chase
New York
|
-$116M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.5M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$68.6M |
EFX Hedge Fund Activity: Q4 2022 in Review
635 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2022, worth a combined $23.5B — up 18% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new EFX positions and 68 closed out — a net gain of 20 holders — while 216 added to existing stakes and 212 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $715M. The largest seller was Massachusetts Financial Services, cutting an estimated $157M.
- 635 institutional investors held Equifax (EFX) as of Q4 2022, up from 627 in Q3 2022.
- Funds reported $23.5B of Equifax stock for Q4 2022, up 18% quarter-over-quarter.
- 88 funds opened new Equifax positions in Q4 2022 and 68 closed out, a net change of +20 holders.
- The largest Equifax buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $715M added.
- The largest Equifax seller in Q4 2022 was Massachusetts Financial Services, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2022.