Question 1

Which hedge funds and institutional investors hold EFX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EFX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EFX whale holdings?

Accepted Answer

Conviction level reflects how significant EFX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EFX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EFX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EFX?

Accepted Answer

QoQ changes for EFX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Harris (Oakmark)	7.4M	$1.3B	1.8%	$75.0B
State Street	5.0M	$904.6M	0.0%	$2896.4B
AQR Capital	1.7M	$307.7M	0.1%	$218.4B
Kayne Anderson	1.7M	$297.8M	0.9%	$34.0B
Cantillon	1.1M	$198.9M	1.3%	$15.1B
Capital World	628.1K	$113.1M	0.0%	$732.9B
Brandes	525.9K	$94.7M	0.7%	$14.1B
Arrowstreet	430.9K	$77.6M	0.0%	$184.8B
Geode Capital	385.6K	$69.4M	0.0%	$1607.5B
WorldQuant	368.0K	$66.3M	0.3%	$25.9B
Harding Loevner	325.0K	$58.5M	0.6%	$9.7B
Millennium	313.2K	$56.4M	0.0%	$240.3B
Citadel	141.7K	$25.5M	0.0%	$618.5B
Marshall Wace	116.2K	$20.9M	0.0%	$100.4B
Adage Capital	107.4K	$19.3M	0.0%	$64.8B
Markel	72.8K	$13.1M	0.1%	$11.9B
DFA	72.2K	$13.0M	0.0%	$481.4B
Man Group	67.3K	$12.1M	0.0%	$55.1B
Two Sigma	54.5K	$9.8M	0.0%	$123.9B
Gotham Asset	54.2K	$9.8M	0.0%	$32.7B
Citadel	36.4K	$6.6M	0.0%	$618.5B
Citadel	28.1K	$5.1M	0.0%	$618.5B
BlackRock	19.8K	$3.6M	0.0%	$5723.5B
American Century	17.6K	$3.2M	0.0%	$194.3B
Fidelity (FMR)	11.7K	$2.1M	0.0%	$1898.4B
Millennium	8.4K	$1.5M	0.0%	$240.3B
DE Shaw	8.4K	$1.5M	0.0%	$166.3B
Caxton	6.8K	$1.2M	0.0%	$4.4B
Brevan Howard	4.1K	$733K	0.0%	$11.3B
Northern Trust	3.6K	$640K	0.0%	$756.6B
Neuberger Berman (Eisman)	3.5K	$632K	0.0%	$131.4B
Millennium	3.4K	$612K	0.0%	$240.3B
Wellington	1.8K	$323K	0.0%	$535.5B
Tudor	1.3K	$234K	0.0%	$53.9B
Balyasny	180	$32K	—	$77.1B
Franklin Templeton	74	$13K	—	$408.3B
Invesco	42	$8K	—	$653.3B
Acadian	5.9K	$1K	0.0%	$70.5M

EFX

Who Holds EFX