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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: 33 (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: 399395 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.88B
Vanguard Group
2
Vanguard Group
Pennsylvania
$484M +$13.2M +214,417 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$450M +$41M +667,006 +10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$386M -$598K -9,715 -0.2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$362M +$51.6M +838,234 +16%
State Street
6
State Street
Massachusetts
$346M +$47.4M +770,355 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$323M +$31.8M +516,898 +11%
JIM
8
Jensen Investment Management
Oregon
$204M +$18.3M +297,728 +10%
BIT
9
BlackRock Institutional Trust
California
$195M -$21.6M -351,263 -10%
WHG
10
Westwood Holdings Group
Texas
$186M +$7.43M +120,781 +4%
William Blair & Company
11
William Blair & Company
Illinois
$175M +$39.5M +642,065 +28%
BAM
12
Burgundy Asset Management
Ontario, Canada
$160M -$2.26M -36,721 -1%
ACM
13
Atlanta Capital Management
Georgia
$146M +$5.02M +81,598 +3%
FPP
14
Findlay Park Partners
United Kingdom
$145M
VOYA Investment Management
15
VOYA Investment Management
Georgia
$128M -$15.9M -258,876 -11%
Boston Partners
16
Boston Partners
Massachusetts
$110M +$22.6M +366,614 +25%
TCM
17
TimesSquare Capital Management
New York
$103M +$23.5M +382,600 +28%
JHIU
18
Janus Henderson Investors US
Colorado
$99.2M -$12.5M -203,391 -11%
Ameriprise
19
Ameriprise
Minnesota
$96.6M +$49.2M +799,039 +98%
Northern Trust
20
Northern Trust
Illinois
$92.2M -$3.72M -60,431 -4%
BFA
21
BlackRock Fund Advisors
California
$84.3M -$1.26M -20,508 -1%
EC
22
Eminence Capital
New York
$62.3M +$2.18M +35,489 +4%
PP
23
Prudential plc
United Kingdom
$58.4M -$2.32M -37,691 -4%
Norges Bank
24
Norges Bank
Norway
$57.7M -$2.19M -35,644 -4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$56.2M -$140M -2,279,575 -71%

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.