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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
PFM
326
Parsec Financial Management
North Carolina
$257K +$264K +3,780 New
BA
327
Bridgewater Associates
Connecticut
$256K +$263K +3,763 New
1IC
328
1919 Investment Counsel
Maryland
$252K -$14K -200 -5%
CI
329
Conning Inc
Connecticut
$252K +$9.09K +130 +4%
PA
330
Profund Advisors
Maryland
$235K -$105K -1,506 -30%
EOJOAM
331
E. Ohman J:or Asset Management
Sweden
$231K – – –
SCM
332
Stux Capital Management
New York
$231K -$196K -2,800 -45%
DILH
333
Dai-ichi Life Holdings
Japan
$228K -$57.5K -822 -20%
RJT
334
Raymond James Trust
Florida
$226K +$2.03K +29 +0.9%
WTIM
335
Wilmington Trust Investment Management
Delaware
$222K – – –
GH
336
GAM Holding
Switzerland
$221K -$31.8K -454 -12%
BTW
337
Boston Trust Walden
Massachusetts
$221K -$10.5K -150 -4%
OA
338
Outfitter Advisors
Virginia
$221K -$10.5K -150 -4%
NFGCM
339
Norman Fields Gottscho Capital Management
New York
$218K – – –
OMCS
340
Old Mutual Customised Solutions
South Africa
$218K – – –
PSUF
341
People's United Financial
Connecticut
$211K – – –
WI
342
Wedgewood Investors
Pennsylvania
$211K – – –
PNC
343
Park National Corp
Ohio
$210K +$1.89K +27 +0.9%
JIC
344
Johnson Investment Counsel
Ohio
$206K – – –
Two Sigma Advisers
345
Two Sigma Advisers
New York
$202K +$208K +2,971 New
PAM
346
PartnerRe Asset Management
Connecticut
$201K +$1.4K +20 +0.7%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$190K -$14K -200 -7%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$186K -$241K -3,443 -56%
CLOS
349
Compagnie Lombard Odier SCmA
Switzerland
$173K – – –
TRCT
350
Tower Research Capital (TRC)
New York
$165K +$8.53K +122 +5%
12 13
14
15 16

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.