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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
WT
376
Whittier Trust
California
$75K – – –
ARMT
377
Amica Retiree Medical Trust
Rhode Island
$74K – – –
GIS
378
Guardian Investor Services
New York
$65K -$3.2K -42 -5%
Fuller & Thaler Asset Management
379
Fuller & Thaler Asset Management
California
$60K -$83.8K -1,100 -58%
AAM
380
Advisors Asset Management
Colorado
$52K – – –
ARMC
381
American Research & Management Company
Massachusetts
$52K – – –
CBOA
382
Commonwealth Bank of Australia
Australia
$52K – – –
GLI
383
Guardian Life Insurance
New York
$51K – – –
IMS
384
Index Management Solutions
Pennsylvania
$47K +$5.48K +72 +13%
RI
385
Redwood Investments
Massachusetts
$46K – – –
W
386
Wealthfront
California
$46K +$11.9K +156 +34%
CFG
387
CKW Financial Group
Hawaii
$43K – – –
WRM
388
Westport Resources Management
Connecticut
$43K – – –
LBG
389
Lloyds Banking Group
United Kingdom
$40K -$609 -8 -1%
ST
390
Stifel Trust
Missouri
$38K – – –
FNBT
391
FineMark National Bank & Trust
Florida
$37K – – –
FNBSF
392
First National Bank Sioux Falls
South Dakota
$37K – – –
SAMC
393
Shinko Asset Management Company
Japan
$37K – – –
DBT
394
Dubuque Bank & Trust
Iowa
$36K – – –
MCM
395
Manchester Capital Management
Vermont
$28K – – –
MAM
396
Mizuho Asset Management
Japan
$24K – – –
FAM
397
Formidable Asset Management
Ohio
$23K – – –
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$20K +$228 +3 +1%
FHA
399
First Horizon Advisors
Tennessee
$18K -$914 -12 -5%
LNB
400
Ledyard National Bank
$17K – – –
14 15
16
17 18

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.