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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
OA
351
OFI Advisors
Pennsylvania
$155K -$1.82K -26 -1%
ST
352
Smithfield Trust
Pennsylvania
$136K – – –
HPBT
353
High Point Bank & Trust
North Carolina
$132K – – –
Fuller & Thaler Asset Management
354
Fuller & Thaler Asset Management
California
$129K +$133K +1,900 New
LTFS
355
Ladenburg Thalmann Financial Services
Florida
$126K +$1.54K +22 +1%
WA
356
WFG Advisors
Texas
$119K -$14.8K -211 -11%
DADC
357
D.A. Davidson & Co
Montana
$115K -$3.29K -47 -3%
MA
358
MUFG Americas
New York
$113K +$61.2K +875 +110%
W
359
Wealthfront
California
$112K +$113K +1,612 New
EWM
360
Evercore Wealth Management
New York
$111K – – –
IC
361
IKOS CIF
Cyprus
$106K +$35.7K +510 +49%
M&T Bank
362
M&T Bank
New York
$82K – – –
CS
363
Credential Securities
$78.7K +$80.9K +1,157 New
BPBT
364
Boston Private Bank & Trust
Massachusetts
$68K -$4.34K -62 -6%
ARMT
365
Amica Retiree Medical Trust
Rhode Island
$68K – – –
WT
366
Whittier Trust
California
$68K – – –
WTB
367
Washington Trust Bank
Washington
$68K +$69.9K +1,000 New
AR
368
Advisory Research
Illinois
$67K +$68.8K +984 New
GIS
369
Guardian Investor Services
New York
$64K -$2.8K -40 -4%
MCM
370
Manchester Capital Management
Vermont
$63K +$38.5K +550 +149%
Robeco Institutional Asset Management
371
Robeco Institutional Asset Management
Netherlands
$58K – – –
RI
372
Redwood Investments
Massachusetts
$56K -$30.6K -438 -35%
IGIM
373
I.G. Investment Management
Manitoba, Canada
$50K +$37.6K +538 +279%
AAM
374
Advisors Asset Management
Colorado
$48K – – –
ARMC
375
American Research & Management Company
Massachusetts
$48K – – –
13 14
15
16 17

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.