Equifax
669 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 250 reducing their positions, and 74 closing their positions.
1% more call options, than puts
Call options by funds: $98.8M | Put options by funds: $97.7M
3% less funds holding
Funds holding: 687 → 669 (-18)
2.74% less ownership
Funds ownership: 99.51% → 96.77% (-2.7%)
15% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 250
18% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 74
24% less capital invested
Capital invested by funds: $28.7B → $21.7B (-$6.96B)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$627M |
| 2 |
BlackRock
New York
|
+$170M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$134M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$93.2M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$467M |
| 2 |
JP Morgan Chase
New York
|
-$377M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$367M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$262M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$249M |
EFX Hedge Fund Activity: Q3 2023 in Review
669 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2023, worth a combined $21.7B — down 24% from $28.7B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of EFX and 61 opened new positions — a net loss of 13 holders — while 250 trimmed existing stakes and 213 added.
The largest buyer was Capital International Investors, adding an estimated $627M. The largest seller was Fidelity Investments, cutting an estimated $467M.
- 669 institutional investors held Equifax (EFX) as of Q3 2023, down from 687 in Q2 2023.
- Funds reported $21.7B of Equifax stock for Q3 2023, down 24% quarter-over-quarter.
- 61 funds opened new Equifax positions in Q3 2023 and 74 closed out, a net change of -13 holders.
- The largest Equifax buyer in Q3 2023 was Capital International Investors, an estimated $627M added.
- The largest Equifax seller in Q3 2023 was Fidelity Investments, an estimated $467M sold.
Based on aggregated 13F filings for Q3 2023.