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Equifax
EFX

Overview Fund Activity

395 hedge funds and large institutions have $8.24B invested in Equifax in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
12.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
139
Reduced
146
Closed
29
Calls
$2.55M
Puts
$4.54M
Net Calls
-$1.99M
Net Calls Change
-$2.24M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$362M
2
Ameriprise
2
Ameriprise
Minnesota
$96.6M
3
State Street
3
State Street
Massachusetts
$346M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$450M
5
William Blair & Company
5
William Blair & Company
Illinois
$175M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.2M
2
PI
2
PGGM Investments
Netherlands
$0
3
WCM
3
Wedge Capital Management
North Carolina
$0
4
Wells Fargo
4
Wells Fargo
California
$28.9M
5
BIT
5
BlackRock Institutional Trust
California
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
351
WFG Advisors
Texas
$117K -$3.59K -60 -3%
HPBT
352
High Point Bank & Trust
North Carolina
$116K – – –
DADC
353
D.A. Davidson & Co
Montana
$110K -$15.7K -269 -12%
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$8.72K +145 +9%
LTFS
355
Ladenburg Thalmann Financial Services
Florida
$106K +$10.5K +174 +11%
EWM
356
Evercore Wealth Management
New York
$100K +$2.04K +34 +2%
RFA
357
Reilly Financial Advisors
California
$95K – – –
GLI
358
Guardian Life Insurance
New York
$87K – – –
M&T Bank
359
M&T Bank
New York
$72K – – –
DBT
360
Dubuque Bank & Trust
Iowa
$72K – – –
ECM
361
Endex Capital Management
Kansas
$71K – – –
LNB
362
Ledyard National Bank
$70K – – –
Robeco Institutional Asset Management
363
Robeco Institutional Asset Management
Netherlands
$68K – – –
MA
364
MUFG Americas
New York
$67K +$40.6K +677 +154%
LIA
365
LS Investment Advisors
Michigan
$63K +$33K +548 +110%
WT
366
Whittier Trust
California
$60K – – –
BPBT
367
Boston Private Bank & Trust
Massachusetts
$60K – – –
GIS
368
Guardian Investor Services
New York
$59K – – –
MCM
369
Manchester Capital Management
Vermont
$55K – – –
ARMC
370
American Research & Management Company
Massachusetts
$42K – – –
AAM
371
Advisors Asset Management
Colorado
$42K – – –
IMS
372
Index Management Solutions
Pennsylvania
$40K +$40K +673 New
SAMC
373
Shinko Asset Management Company
Japan
$36K -$6K -100 -14%
WRM
374
Westport Resources Management
Connecticut
$35K – – –
FNBSF
375
First National Bank Sioux Falls
South Dakota
$35K – – –
13 14
15
16 17