Equifax
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$51.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$47.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$41M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$140M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$42.2M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$41.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$33.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$21.6M |
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.