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Equifax
EFX

407 hedge funds and large institutions have $7.36B invested in Equifax in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

2.01% more ownership

Funds ownership: 86.88% → 88.89% (+2%)

1% more funds holding

Funds holding: 402 → 407 (+5)

1% more capital invested

Capital invested by funds: $7.3B → $7.36B (+$63.6M)

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 161

29% less call options, than puts

Call options by funds: $3M | Put options by funds: $4.22M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
407
Holders Change
+5
Holders Change %
+1.24%
% of All Funds
11.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
37
Increased
131
Reduced
161
Closed
25
Calls
$3M
Puts
$4.22M
Net Calls
-$1.22M
Net Calls Change
+$536K

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$194M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.4M
4
William Blair & Company
William Blair & Company
Illinois
+$31.4M
5
SIA
Sit Investment Associates
Minnesota
+$27.9M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$60.2M
2
State Street
State Street
Massachusetts
-$56.8M
3
Ameriprise
Ameriprise
Minnesota
-$56.8M
4
JHIU
Janus Henderson Investors US
Colorado
-$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
251
Employees Retirement System of Texas
Texas
$816K -$420K -6,000 -33%
TMAM
252
Tokio Marine Asset Management
Japan
$815K -$35K -500 -4%
PIA
253
Peachtree Investment Advisors
Georgia
$800K -$582K -8,323 -41%
RC
254
RegentAtlantic Capital
New Jersey
$794K -$81.8K -1,170 -9%
HB
255
Homrich & Berg
Georgia
$786K -$38.2K -546 -5%
Truist Financial
256
Truist Financial
North Carolina
$782K -$405K -5,798 -34%
PIM
257
Penobscot Investment Management
Massachusetts
$776K – – –
AAF
258
Andra AP-fonden
Sweden
$776K +$797K +11,400 New
JIM
259
Jupiter Investment Management
United Kingdom
$748K +$769K +11,000 New
SAM
260
Securian Asset Management
Minnesota
$731K +$3.78K +54 +0.5%
BA
261
Boston Advisors
Massachusetts
$710K – – –
MCM
262
MAI Capital Management
Ohio
$701K -$45.5K -650 -6%
DCM
263
Donaldson Capital Management
Indiana
$699K – – –
KRS
264
Kentucky Retirement Systems
Kentucky
$688K +$4.83K +69 +0.7%
CAM
265
Capstone Asset Management
Texas
$682K -$106K -1,510 -13%
RC
266
RBF Capital
California
$680K – – –
TAM
267
Tocqueville Asset Management
New York
$667K -$2.73K -39 -0.4%
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$660K -$6.99K -100 -1%
SGH
269
Schonfeld Group Holdings
New York
$653K +$399K +5,701 +146%
KeyBank National Association
270
KeyBank National Association
Ohio
$631K +$61.1K +873 +10%
AAM
271
Azzad Asset Management
Virginia
$626K +$89.7K +1,283 +16%
SF
272
Synovus Financial
Georgia
$612K -$33.6K -481 -5%
WEC
273
Winslow Evans & Crocker
Massachusetts
$599K – – –
BAM
274
Barrett Asset Management
New York
$595K – – –
PP
275
Paloma Partners
Connecticut
$593K +$609K +8,714 New
9 10
11
12 13

EFX Hedge Fund Activity: Q1 2014 in Review

407 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2014, worth a combined $7.36B — up 0.87% from $7.3B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFX positions and 25 closed out — a net gain of 12 holders — while 131 added to existing stakes and 161 trimmed.

The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $194M. The largest seller was Westwood Holdings Group, cutting an estimated $60.2M.

  • 407 institutional investors held Equifax (EFX) as of Q1 2014, up from 402 in Q4 2013.
  • Funds reported $7.36B of Equifax stock for Q1 2014, up 0.87% quarter-over-quarter.
  • 37 funds opened new Equifax positions in Q1 2014 and 25 closed out, a net change of +12 holders.
  • The largest Equifax buyer in Q1 2014 was Manning & Napier Advisors, an estimated $194M added.
  • The largest Equifax seller in Q1 2014 was Westwood Holdings Group, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2014.