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
1IC
326
1919 Investment Counsel
Maryland
$279K +$1.52K +20 +0.5%
PA
327
Profund Advisors
Maryland
$276K +$19.2K +252 +7%
AP
328
AHL Partners
United Kingdom
$275K +$281K +3,684 New
TAM
329
Tocqueville Asset Management
New York
$262K -$480K -6,300 -64%
CI
330
Conning Inc
Connecticut
$262K +$4.57K +60 +2%
EOJOAM
331
E. Ohman J:or Asset Management
Sweden
$254K – – –
MFW
332
Meristem Family Wealth
Minnesota
$253K -$31.7K -416 -11%
Federated Hermes
333
Federated Hermes
Pennsylvania
$251K -$120K -1,573 -32%
DILH
334
Dai-ichi Life Holdings
Japan
$250K – – –
NFGCM
335
Norman Fields Gottscho Capital Management
New York
$239K – – –
PSUF
336
People's United Financial
Connecticut
$232K – – –
WI
337
Wedgewood Investors
Pennsylvania
$232K – – –
BCM
338
BlueCrest Capital Management
Jersey
$230K +$234K +3,078 New
BCMU
339
BlueCrest Capital Management (UK)
Guernsey
$230K +$234K +3,078 New
PNC
340
Park National Corp
Ohio
$228K – – –
JIC
341
Johnson Investment Counsel
Ohio
$227K – – –
BAC
342
Boys Arnold & Co
North Carolina
$226K – – –
RJT
343
Raymond James Trust
Florida
$223K -$30.5K -400 -12%
American Century Companies
344
American Century Companies
Missouri
$219K +$223K +2,926 New
GH
345
GAM Holding
Switzerland
$214K -$44.8K -588 -17%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$213K – – –
AL
347
Airain Ltd
Guernsey
$211K +$215K +2,824 New
PL
348
Plancorp LLC
Missouri
$210K +$215K +2,826 New
QAM
349
Quantres Asset Management
Cayman Islands
$202K +$206K +2,700 New
CLOS
350
Compagnie Lombard Odier SCmA
Switzerland
$190K – – –
12 13
14
15 16

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.