Equifax
687 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 45 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
53% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 45
17% more capital invested
Capital invested by funds: $24.5B → $28.7B (+$4.19B)
3% more funds holding
Funds holding: 664 → 687 (+23)
1.43% more ownership
Funds ownership: 98.08% → 99.51% (+1.4%)
1% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 227
11% less call options, than puts
Call options by funds: $74.7M | Put options by funds: $83.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$238M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$167M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$115M |
| 5 |
JP Morgan Chase
New York
|
+$75.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$429M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$121M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$71.5M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$71.1M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$46.3M |
EFX Hedge Fund Activity: Q2 2023 in Review
687 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new EFX positions and 45 closed out — a net gain of 24 holders — while 224 added to existing stakes and 227 trimmed.
The largest buyer was Veritas Asset Management, opening a new position worth an estimated $238M. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.
- 687 institutional investors held Equifax (EFX) as of Q2 2023, up from 664 in Q1 2023.
- Funds reported $28.7B of Equifax stock for Q2 2023, up 17% quarter-over-quarter.
- 69 funds opened new Equifax positions in Q2 2023 and 45 closed out, a net change of +24 holders.
- The largest Equifax buyer in Q2 2023 was Veritas Asset Management, an estimated $238M added.
- The largest Equifax seller in Q2 2023 was Massachusetts Financial Services, an estimated $429M sold.
Based on aggregated 13F filings for Q2 2023.