We are live on ! Find out more
EFX icon

Equifax
EFX

422 hedge funds and large institutions have $7.79B invested in Equifax in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 158 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $611K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

4% more funds holding

Funds holding: 405 → 422 (+17)

0% more capital invested

Capital invested by funds: $7.78B → $7.79B (+$12.7M)

2.16% less ownership

Funds ownership: 87.9% → 85.74% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 158

Holders
422
Holders Change
+17
Holders Change %
+4.2%
% of All Funds
12.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
37
Increased
134
Reduced
158
Closed
16
Calls
$2.03M
Puts
$611K
Net Calls
+$1.42M
Net Calls Change
+$861K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$43.8M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$32.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$25.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$14.6M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$115M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.8M
3
Norges Bank
Norges Bank
Norway
-$61.6M
4
Fidelity International
Fidelity International
Bermuda
-$53.7M
5
PP
Prudential plc
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
276
Capstone Asset Management
Texas
$618K +$6.85K +90 +1%
FM
277
Foster & Motley
Ohio
$606K +$103K +1,351 +20%
ERSOT
278
Employees Retirement System of Texas
Texas
$598K -$76.2K -1,000 -11%
Aristotle Capital Management
279
Aristotle Capital Management
California
$598K – – –
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$595K +$7.92K +104 +1%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$595K +$394K +5,170 +185%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$581K -$22.8K -300 -4%
Creative Planning
283
Creative Planning
Kansas
$564K -$6.47K -85 -1%
NIC
284
Northwest Investment Counselors
Oregon
$544K -$5.48K -72 -1%
CC
285
Curian Capital
Colorado
$535K -$9.52K -125 -2%
APFBOT
286
Amica Pension Fund Board of Trustees
Rhode Island
$534K – – –
V
287
Veritable
Delaware
$509K +$2.67K +35 +0.5%
HNB
288
Huntington National Bank
Ohio
$491K -$25.1K -330 -5%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$486K – – –
SAM
290
Silvercrest Asset Management
New York
$452K – – –
GCA
291
Gideon Capital Advisors
New York
$447K +$455K +5,975 New
JCM
292
Janney Capital Management
Pennsylvania
$446K +$13.3K +174 +3%
PP
293
Paloma Partners
Connecticut
$433K +$442K +5,800 New
Neuberger Berman Group
294
Neuberger Berman Group
New York
$426K – – –
LIA
295
LS Investment Advisors
Michigan
$421K -$5.25K -69 -1%
SIM
296
Sentry Investment Management
Wisconsin
$415K -$52.2K -685 -11%
TH
297
Timber Hill
Connecticut
$415K +$423K +5,555 New
TCB
298
Texas Capital Bancshares
Texas
$414K +$17.5K +230 +4%
KBC Group
299
KBC Group
Belgium
$404K -$1.24M -16,348 -75%
ST
300
Spinnaker Trust
Maine
$404K – – –
10 11
12
13 14

EFX Hedge Fund Activity: Q3 2014 in Review

422 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2014, worth a combined $7.79B — up 0.16% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFX positions and 16 closed out — a net gain of 21 holders — while 134 added to existing stakes and 158 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.8M. The largest seller was Manning & Napier Advisors, cutting an estimated $115M.

  • 422 institutional investors held Equifax (EFX) as of Q3 2014, up from 405 in Q2 2014.
  • Funds reported $7.79B of Equifax stock for Q3 2014, up 0.16% quarter-over-quarter.
  • 37 funds opened new Equifax positions in Q3 2014 and 16 closed out, a net change of +21 holders.
  • The largest Equifax buyer in Q3 2014 was T. Rowe Price Associates, an estimated $43.8M added.
  • The largest Equifax seller in Q3 2014 was Manning & Napier Advisors, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2014.