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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
WTC
401
WhitTier Trust Company
Nevada
$4K – – –
HR
402
Howe & Rusling
New York
$3K -$140 -2 -4%
Envestnet Asset Management
403
Envestnet Asset Management
Illinois
$3K – – –
PFSC
404
Peoples Financial Services Corp
Pennsylvania
$3K – – –
UOTTAIMCU
405
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K +$2.03K +29 New
TFA
406
Transamerica Financial Advisors
Florida
$1K – – –
Balyasny Asset Management
407
Balyasny Asset Management
Illinois
– -$14.9M -216,123 Closed
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
– -$12.9M -187,200 Closed
CAM
409
ClariVest Asset Management
California
– -$11M -159,819 Closed
Millennium Management
410
Millennium Management
New York
– -$10.2M -147,806 Closed
CC
411
Carlson Capital
Texas
– -$8.18M -118,330 Closed
N
412
Natixis
France
– -$4.14M -60,000 Closed
SFU
413
Stonehage Fleming (UK)
United Kingdom
– -$2.49M -36,098 Closed
Los Angeles Capital Management
414
Los Angeles Capital Management
California
– -$1.82M -26,373 Closed
Walleye Trading
415
Walleye Trading
New York
– -$1.01M -14,579 Closed
BMCMI
416
Bryn Mawr Capital Management Inc
Pennsylvania
– -$984K -14,240 Closed
American Century Companies
417
American Century Companies
Missouri
– -$878K -12,706 Closed
PCP
418
Perimeter Capital Partners
Georgia
– -$594K -8,597 Closed
AIM
419
Arcadia Investment Management
Michigan
– -$484K -7,000 Closed
TH
420
Timber Hill
Connecticut
– -$452K -6,539 Closed
ARTA
421
A.R.T. Advisors
New York
– -$425K -6,164 Closed
PAM
422
Princeton Alpha Management
New Jersey
– -$240K -3,479 Closed
SEC
423
Seven Eight Capital
New York
– -$173K -2,500 Closed
OSAM
424
O'Shaughnessy Asset Management
Connecticut
– -$171K -2,468 Closed
Canada Pension Plan Investment Board
425
Canada Pension Plan Investment Board
Ontario, Canada
– -$162K -2,340 Closed
14 15 16
17
18

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.