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.
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)
Top Buyers
Top Sellers
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$60.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$56.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.8M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$20.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$134K | -1,942 | Closed |
|
|
RFA
427
Reilly Financial Advisors
La Mesa,
California
| – | -$111K | -1,600 | Closed |
|
|
PMFA
428
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$50K | -724 | Closed |
|
|
PCM
429
Prelude Capital Management
New York
| – | -$16K | -230 | Closed |
|
|
HF
430
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$7K | -99 | Closed |
|
|
ASN
431
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -46 | Closed |
|
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.