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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BC
176
Burney Company
Virginia
$2.05M -$199K -3,228 -9%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$2.05M -$237K -3,845 -10%
CIC
178
Crawford Investment Counsel
Georgia
$1.99M – – –
CCIA
179
Campbell & Co Investment Adviser
Maryland
$1.96M +$485K +7,878 +32%
OTPPB
180
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.95M +$227K +3,690 +13%
EIM
181
ExxonMobil Investment Management
Texas
$1.93M -$78.1K -1,269 -4%
US Bancorp
182
US Bancorp
Minnesota
$1.9M +$50.6K +823 +3%
JIR
183
James Investment Research
Ohio
$1.89M -$1.09M -17,700 -36%
EAM
184
EULAV Asset Management
Florida
$1.87M +$492K +8,000 +34%
Aviva
185
Aviva
United Kingdom
$1.87M +$586K +9,520 +44%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.86M – – –
MIU
187
Man Investments (UK)
United Kingdom
$1.85M +$1.9M +30,932 New
CCMH
188
Cornerstone Capital Management Holdings
New York
$1.78M +$18.5K +300 +1%
DCM
189
Donaldson Capital Management
Indiana
$1.75M +$212K +3,450 +13%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.75M -$544K -8,849 -23%
Royal London Asset Management
191
Royal London Asset Management
United Kingdom
$1.74M +$20.4K +331 +1%
BAS
192
Brown Advisory Securities
Maryland
$1.68M +$1.73M +28,064 New
Korea Investment Corp
193
Korea Investment Corp
South Korea
$1.66M – – –
PP
194
Paloma Partners
Connecticut
$1.66M +$823K +13,377 +93%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$1.66M +$68.6K +1,116 +4%
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$1.59M +$263K +4,268 +19%
KBC Group
197
KBC Group
Belgium
$1.53M -$53.6K -871 -3%
SAM
198
Shell Asset Management
Netherlands
$1.5M -$298K -4,846 -16%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$13K +211 +0.9%
SAS
200
Spectrum Advisory Services
Georgia
$1.48M – – –
6 7
8
9 10

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.