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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
Two Sigma Advisers
301
Two Sigma Advisers
New York
$394K +$401K +5,271 New
PI
302
Putnam Investments
Massachusetts
$386K -$3.8M -49,877 -91%
SO
303
STRS Ohio
Ohio
$383K – – –
WKWM
304
Walter & Keenan Wealth Management
Indiana
$374K – – –
RHBC
305
R.H. Bluestein & Co
Michigan
$374K +$381K +5,000 New
NB
306
Norinchukin Bank
Japan
$365K +$25.5K +335 +7%
PI
307
Pettee Investors
Connecticut
$354K – – –
FSC
308
Fiduciary Services Corp
Georgia
$353K -$11.4K -150 -3%
Allianz Asset Management
309
Allianz Asset Management
Germany
$347K -$381 -5 -0.1%
DL
310
Delta Lloyd
Netherlands
$345K – – –
PTC
311
Private Trust Company
Ohio
$342K -$16.8K -220 -5%
1GA
312
1st Global Advisors
Texas
$341K +$6.17K +81 +2%
IPC
313
Independent Portfolio Consultants
Florida
$340K -$36.9K -485 -10%
VKH
314
Virtu KCG Holdings
New York
$337K -$50K -657 -13%
Rafferty Asset Management
315
Rafferty Asset Management
New York
$327K -$121K -1,583 -27%
RFC
316
Regions Financial Corp
Alabama
$324K -$27.3K -358 -8%
NL
317
NWAM LLC
Washington
$323K -$9.98K -131 -3%
Edgewood Management
318
Edgewood Management
Connecticut
$316K – – –
MA
319
MUFG Americas
New York
$316K +$33.7K +443 +12%
MERSOM
320
Municipal Employees' Retirement System of Michigan
Michigan
$314K – – –
BJL
321
Brighton Jones LLC
Washington
$300K +$914 +12 +0.3%
KRSITF
322
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K +$914 +12 +0.3%
ST
323
Sabal Trust
Florida
$293K – – –
Nordea Investment Management
324
Nordea Investment Management
Sweden
$290K -$724K -9,513 -71%
Nomura Holdings
325
Nomura Holdings
Japan
$281K +$287K +3,769 New
11 12
13
14 15

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.