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Equifax
EFX

395 hedge funds and large institutions have $8.24B invested in Equifax in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $6.23B → $8.24B (+$2B)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0.06% less ownership

Funds ownership: 87.74% → 87.68% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

1% less funds holding

Funds holding: 399 → 395 (-4)

44% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.54M

Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
12.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
139
Reduced
146
Closed
29
Calls
$2.55M
Puts
$4.54M
Net Calls
-$1.99M
Net Calls Change
-$2.24M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$51.6M
2
Ameriprise
Ameriprise
Minnesota
+$49.2M
3
State Street
State Street
Massachusetts
+$47.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$41M
5
William Blair & Company
William Blair & Company
Illinois
+$39.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
2
PI
PGGM Investments
Netherlands
-$42.2M
3
WCM
Wedge Capital Management
North Carolina
-$41.8M
4
Wells Fargo
Wells Fargo
California
-$33.3M
5
BIT
BlackRock Institutional Trust
California
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
BlackRock Group
United Kingdom
$55.3M +$202K +3,280 +0.4%
Fidelity International
27
Fidelity International
Bermuda
$53.4M +$3.3M +53,569 +6%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$50.5M +$1.75M +28,494 +3%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$47.1M +$738K +12,000 +2%
Renaissance Technologies
30
Renaissance Technologies
New York
$42.4M +$24.9M +404,900 +133%
Millennium Management
31
Millennium Management
New York
$35M +$26.2M +426,125 +268%
Legal & General Group
32
Legal & General Group
United Kingdom
$33M -$368K -5,978 -1%
Franklin Resources
33
Franklin Resources
California
$29.9M – – –
Wells Fargo
34
Wells Fargo
California
$28.9M -$33.3M -542,014 -53%
TCIM
35
TIAA CREF Investment Management
New York
$28.4M -$4.18M -68,007 -13%
HIM
36
Hermes Investment Management
United Kingdom
$26.9M +$3.5M +56,818 +14%
RG
37
Renaissance Group
Kentucky
$26.7M -$1.05M -17,093 -4%
Deutsche Bank
38
Deutsche Bank
Germany
$26.4M +$4.85M +78,915 +22%
WCM
39
Winton Capital Management
United Kingdom
$25.3M -$8.95M -145,518 -26%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$25M +$12.9M +210,480 +101%
AQR Capital Management
41
AQR Capital Management
Connecticut
$23.7M -$17.6M -285,500 -42%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$23.3M -$1.72M -27,900 -7%
SGAM
43
Smith Group Asset Management
Texas
$23M – – –
MAA
44
Managed Account Advisors
New Jersey
$22.1M +$804K +13,070 +4%
UBS AM
45
UBS AM
Illinois
$21.8M +$1.39M +22,624 +7%
MSA
46
Mason Street Advisors
Wisconsin
$21.1M +$18.8M +306,099 +655%
Charles Schwab
47
Charles Schwab
California
$20.9M +$2.14M +34,751 +11%
BA
48
BlackRock Advisors
Delaware
$20.9M -$1.13M -18,332 -5%
Citadel Advisors
49
Citadel Advisors
Florida
$20.7M +$2.31M +37,589 +12%
BlackRock
50
BlackRock
New York
$19.9M -$5.53M -89,965 -21%
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EFX Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q3 2013, worth a combined $8.24B — up 32% from $6.23B a quarter earlier.

Fund positioning in EFX was balanced in Q3 2013: 29 funds opened new positions, 29 closed out, 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $51.6M. The largest seller was Fidelity Investments, cutting an estimated $140M.

  • 395 institutional investors held Equifax (EFX) as of Q3 2013, down from 399 in Q2 2013.
  • Funds reported $8.24B of Equifax stock for Q3 2013, up 32% quarter-over-quarter.
  • 29 funds opened new Equifax positions in Q3 2013 and 29 closed out, a net change of 0 holders.
  • The largest Equifax buyer in Q3 2013 was Bank of New York Mellon, an estimated $51.6M added.
  • The largest Equifax seller in Q3 2013 was Fidelity Investments, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.