Equifax
405 hedge funds and large institutions have $7.78B invested in Equifax in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 162 reducing their positions, and 29 closing their positions.
25% more call options, than puts
Call options by funds: $2.81M | Put options by funds: $2.25M
6% more capital invested
Capital invested by funds: $7.36B → $7.78B (+$411M)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 407 → 405 (-2)
0.99% less ownership
Funds ownership: 88.89% → 87.9% (-0.99%)
28% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$94.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$63.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$49M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.3M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$71.5M |
| 2 |
EC
Eminence Capital
New York
|
-$68.5M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$37.3M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$32.9M |
| 5 |
Bank of New York Mellon
New York
|
-$26.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
426
TradeWorx
Red Bank,
New Jersey
| – | -$409K | -6,005 | Closed |
|
|
BA
427
Bridgewater Associates
Westport,
Connecticut
| – | -$256K | -3,763 | Closed |
|
|
SCM
428
Stux Capital Management
New York
| – | -$231K | -3,400 | Closed |
|
|
WTIM
429
Wilmington Trust Investment Management
Wilmington,
Delaware
| – | -$222K | -3,260 | Closed |
|
|
OA
430
Outfitter Advisors
Mclean,
Virginia
| – | -$221K | -3,250 | Closed |
|
431
Two Sigma Advisers
New York
| – | -$202K | -2,971 | Closed |
|
|
AR
432
Advisory Research
Chicago,
Illinois
| – | -$67K | -984 | Closed |
|
EFX Hedge Fund Activity: Q2 2014 in Review
405 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q2 2014, worth a combined $7.78B — up 5.6% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EFX positions and 29 closed out — a net gain of 2 holders — while 117 added to existing stakes and 162 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $94.8M. The largest seller was Westwood Holdings Group, cutting an estimated $71.5M.
- 405 institutional investors held Equifax (EFX) as of Q2 2014, down from 407 in Q1 2014.
- Funds reported $7.78B of Equifax stock for Q2 2014, up 5.6% quarter-over-quarter.
- 31 funds opened new Equifax positions in Q2 2014 and 29 closed out, a net change of +2 holders.
- The largest Equifax buyer in Q2 2014 was Massachusetts Financial Services, an estimated $94.8M added.
- The largest Equifax seller in Q2 2014 was Westwood Holdings Group, an estimated $71.5M sold.
Based on aggregated 13F filings for Q2 2014.