EFX icon

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 %
Jones Financial Companies
376
Jones Financial Companies
Missouri
$31K – – –
FNBT
377
FineMark National Bank & Trust
Florida
$30K -$2.76K -46 -8%
ST
378
Stifel Trust
Missouri
$30K – – –
QT
379
Quantbot Technologies
New York
$30K +$30K +512 New
PAS
380
Partnervest Advisory Services
California
$21K – – –
MAM
381
Mizuho Asset Management
Japan
$19K – – –
FAM
382
Formidable Asset Management
Ohio
$18K +$18K +300 New
FHA
383
First Horizon Advisors
Tennessee
$13K +$2.52K +43 +24%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +153 New
HF
386
Hoxton Financial
West Virginia
$8K -$241 -4 -3%
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.76K +$236 +3,940 +3%
Envestnet Asset Management
388
Envestnet Asset Management
Illinois
$5K -$11.9K -214 -70%
First Manhattan
389
First Manhattan
New York
$5K – – –
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
WTC
391
WhitTier Trust Company
Nevada
$3K – – –
HR
392
Howe & Rusling
New York
$2K -$200 -4 -9%
ECM
393
ETrade Capital Management
Virginia
$2K +$2K +31 New
BC
394
Bartlett & Co
Ohio
$2K +$2K +41 New
PFS
395
Penseco Financial Services
Pennsylvania
$2K +$2K +41 New
TFA
396
Transamerica Financial Advisors
Florida
$1K -$249K -748 -100%
PI
397
PGGM Investments
Netherlands
– -$42.2M -716,016 Closed
WCM
398
Wedge Capital Management
North Carolina
– -$41.8M -709,424 Closed
TI
399
Turner Investments
Pennsylvania
– -$6.9M -117,160 Closed
MCM
400
Munder Capital Management
Michigan
– -$4.52M -76,715 Closed
13 14 15
16
17