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Equifax
EFX

437 hedge funds and large institutions have $11B invested in Equifax in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

41% more capital invested

Capital invested by funds: $7.79B → $11B (+$3.16B)

4% more funds holding

Funds holding: 422 → 437 (+15)

2.02% more ownership

Funds ownership: 85.74% → 87.76% (+2%)

22% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.4M

25% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 163

Holders
437
Holders Change
+15
Holders Change %
+3.55%
% of All Funds
11.66%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
53
Increased
123
Reduced
163
Closed
32
Calls
$1.09M
Puts
$1.4M
Net Calls
-$305K
Net Calls Change
-$1.72M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$18M
5
PHS
PFM Health Sciences
California
+$16M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$105M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.1M
3
FPP
Findlay Park Partners
United Kingdom
-$31.9M
4
WG
Winton Group
United Kingdom
-$24.3M
5
Morgan Stanley
Morgan Stanley
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
276
Manning & Napier Advisors
New York
$634K -$105M -1,361,330 -99%
CAS
277
Cue Advisory Services
Arizona
$619K +$592K +7,656 New
Federated Hermes
278
Federated Hermes
Pennsylvania
$616K +$330K +4,265 +127%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$603K -$24.2K -313 -4%
TMAM
280
Tokio Marine Asset Management
Japan
$598K -$217K -2,808 -28%
GCP
281
GSA Capital Partners
United Kingdom
$589K -$1.35M -17,501 -71%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$587K +$58.9K +761 +12%
NIC
283
Northwest Investment Counselors
Oregon
$581K -$7.81K -101 -1%
APFBOT
284
Amica Pension Fund Board of Trustees
Rhode Island
$578K – – –
NB
285
Norinchukin Bank
Japan
$575K +$171K +2,216 +45%
CC
286
Curian Capital
Colorado
$572K -$6.42K -83 -1%
V
287
Veritable
Delaware
$550K -$774 -10 -0.1%
HNB
288
Huntington National Bank
Ohio
$544K +$12.5K +161 +2%
JG
289
Jefferies Group
New York
$541K -$389K -5,028 -43%
Neuberger Berman Group
290
Neuberger Berman Group
New York
$534K +$70.8K +915 +16%
LIA
291
LS Investment Advisors
Michigan
$509K +$51.2K +662 +12%
SAM
292
Silvercrest Asset Management
New York
$489K – – –
Millennium Management
293
Millennium Management
New York
$486K -$9.19M -118,806 -95%
JCM
294
Janney Capital Management
Pennsylvania
$483K – – –
TCB
295
Texas Capital Bancshares
Texas
$467K +$17.8K +230 +4%
B
296
Baird
Wisconsin
$467K +$446K +5,772 New
SIM
297
Sentry Investment Management
Wisconsin
$449K – – –
ST
298
Spinnaker Trust
Maine
$437K – – –
LRIC
299
Long Road Investment Counsel
Michigan
$437K +$418K +5,400 New
SO
300
STRS Ohio
Ohio
$414K – – –
10 11
12
13 14

EFX Hedge Fund Activity: Q4 2014 in Review

437 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2014, worth a combined $11B — up 41% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EFX positions and 32 closed out — a net gain of 21 holders — while 123 added to existing stakes and 163 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $177M. The largest seller was Manning & Napier Advisors, cutting an estimated $105M.

  • 437 institutional investors held Equifax (EFX) as of Q4 2014, up from 422 in Q3 2014.
  • Funds reported $11B of Equifax stock for Q4 2014, up 41% quarter-over-quarter.
  • 53 funds opened new Equifax positions in Q4 2014 and 32 closed out, a net change of +21 holders.
  • The largest Equifax buyer in Q4 2014 was Massachusetts Financial Services, an estimated $177M added.
  • The largest Equifax seller in Q4 2014 was Manning & Napier Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2014.