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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
407
Holders Change
+5
Holders Change %
+1.24%
% of All Funds
11.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
37
Increased
131
Reduced
161
Closed
25
Calls
$3M
Puts
$4.22M
Net Calls
-$1.22M
Net Calls Change
+$536K

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$194M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.4M
4
William Blair & Company
William Blair & Company
Illinois
+$31.4M
5
SIA
Sit Investment Associates
Minnesota
+$27.9M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$60.2M
2
State Street
State Street
Massachusetts
-$56.8M
3
Ameriprise
Ameriprise
Minnesota
-$56.8M
4
JHIU
Janus Henderson Investors US
Colorado
-$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMH
176
Cornerstone Capital Management Holdings
New York
$1.86M -$125K -1,782 -6%
GAM
177
Gotham Asset Management
New York
$1.79M +$1.84M +26,324 New
U
178
UBS
Switzerland
$1.74M -$1.01M -14,462 -36%
RCM
179
Riverhead Capital Management
Delaware
$1.72M +$45.5K +651 +3%
B
180
Barings
North Carolina
$1.72M +$1.5M +21,400 +552%
HC
181
HHG & Company
Connecticut
$1.71M +$62K +886 +4%
BC
182
Burney Company
Virginia
$1.7M -$553K -7,909 -24%
JG
183
Jefferies Group
New York
$1.68M +$1.72M +24,647 New
KBC Group
184
KBC Group
Belgium
$1.65M -$623K -8,913 -27%
RA
185
Royce & Associates
New York
$1.64M – – –
SAS
186
Spectrum Advisory Services
Georgia
$1.63M -$3.15K -45 -0.2%
LMGAM
187
Liberty Mutual Group Asset Management
Massachusetts
$1.63M +$295K +4,214 +21%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$1.6M +$67.5K +965 +4%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M +$10.9K +156 +0.7%
OTPPB
190
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.59M -$309K -4,412 -16%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.57M -$91.9K -1,314 -5%
LBG
192
Lloyds Banking Group
United Kingdom
$1.57M +$163K +2,333 +11%
ProShare Advisors
193
ProShare Advisors
Maryland
$1.5M +$92.9K +1,329 +6%
LPL Financial
194
LPL Financial
California
$1.5M -$110K -1,578 -7%
URS
195
Utah Retirement Systems
Utah
$1.47M +$14K +200 +0.9%
CG
196
Clinton Group
New York
$1.45M +$1.5M +21,378 New
Brown Advisory
197
Brown Advisory
Maryland
$1.44M +$46.2K +660 +3%
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$1.4M -$14K -200 -1%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.36M +$209K +2,988 +18%
YL
200
YCG LLC
Texas
$1.35M -$14K -200 -1%
6 7
8
9 10

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.