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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
AP
401
Atwood & Palmer
Missouri
$15K +$15.2K +200 New
NG
402
NatWest Group
United Kingdom
$12.3K -$234K -3,076 -2%
CFSG
403
Community Financial Services Group
Vermont
$11K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
VFA
405
Virtus Fund Advisers
Connecticut
$10K -$82.5K -1,084 -89%
GSC
406
Ground Swell Capital
South Carolina
$10K – – –
Manulife (Manufacturers Life Insurance)
407
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.2K -$47K -617 -0.5%
DAM
408
Delta Asset Management
Tennessee
$7K – – –
First Manhattan
409
First Manhattan
New York
$7K – – –
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$6.65K – – –
GAM
411
Gemmer Asset Management
California
$6K – – –
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.52K -20 -27%
WTC
413
WhitTier Trust Company
Nevada
$4K – – –
HR
414
Howe & Rusling
New York
$3K -$152 -2 -4%
Envestnet Asset Management
415
Envestnet Asset Management
Illinois
$3K – – –
PFSC
416
Peoples Financial Services Corp
Pennsylvania
$3K – – –
SA
417
SRH Advisors
Kansas
$3K +$3.2K +42 New
UOTTAIMCU
418
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K – – –
TFO
419
Tarbox Family Office
California
$1K – – –
TFA
420
Transamerica Financial Advisors
Florida
$1K – – –
1832 Asset Management
421
1832 Asset Management
Ontario, Canada
– -$16.6M -228,200 Closed
CCMLC
422
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$2.6M -35,799 Closed
OAC
423
OMERS Administration Corp
Ontario, Canada
– -$1.9M -26,200 Closed
LP
424
LMR Partners
United Kingdom
– -$1.01M -13,952 Closed
Verition Fund Management
425
Verition Fund Management
Connecticut
– -$352K -4,850 Closed
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.