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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
IMAS
351
ID Management A/S
Denmark
$187K +$190K +2,500 New
SCP
352
Syntal Capital Partners
Texas
$185K +$189K +2,487 New
OA
353
OFI Advisors
Pennsylvania
$176K -$7.23K -95 -4%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$172K -$228 -3 -0.1%
Canada Pension Plan Investment Board
355
Canada Pension Plan Investment Board
Ontario, Canada
$168K +$172K +2,254 New
PAM
356
PartnerRe Asset Management
Connecticut
$167K -$27.8K -365 -14%
OMCS
357
Old Mutual Customised Solutions
South Africa
$164K -$76.2K -1,000 -31%
Robeco Institutional Asset Management
358
Robeco Institutional Asset Management
Netherlands
$149K – – –
ST
359
Smithfield Trust
Pennsylvania
$149K – – –
HPBT
360
High Point Bank & Trust
North Carolina
$145K – – –
LTFS
361
Ladenburg Thalmann Financial Services
Florida
$133K +$2.51K +33 +2%
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K +$1.83K +24 +1%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$130K -$24.4K -320 -16%
WA
364
WFG Advisors
Texas
$130K – – –
QI
365
QS Investors
New York
$129K – – –
PHK
366
Point72 Hong Kong
Hong Kong
$121K +$124K +1,624 New
SEC
367
Seven Eight Capital
New York
$120K -$411K -5,400 -77%
DADC
368
D.A. Davidson & Co
Montana
$112K -$15.2K -200 -12%
Teacher Retirement System of Texas
369
Teacher Retirement System of Texas
Texas
$108K -$352K -4,618 -76%
CS
370
Credential Securities
$105K +$9.44K +124 +10%
EWM
371
Evercore Wealth Management
New York
$102K -$19K -250 -15%
Parallax Volatility Advisers
372
Parallax Volatility Advisers
California
$98K -$50K -657 -33%
JIC
373
Joel Isaacson & Co
New York
$89K – – –
S
374
SignatureFD
Georgia
$79K – – –
BPBT
375
Boston Private Bank & Trust
Massachusetts
$75K – – –
13 14
15
16 17

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.