Equifax
403 hedge funds and large institutions have $7.31B invested in Equifax in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 184 reducing their positions, and 36 closing their positions.
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
15% more capital invested
Capital invested by funds: $6.37B → $7.31B (+$939M)
2% more funds holding
Funds holding: 395 → 403 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.8% less ownership
Funds ownership: 87.68% → 86.88% (-0.8%)
42% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 184
47% less call options, than puts
Call options by funds: $2M | Put options by funds: $3.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$294M |
| 2 |
Bank of New York Mellon
New York
|
+$46.5M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$31.8M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$22.8M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$127M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.7M |
| 3 |
Millennium Management
New York
|
-$28.4M |
| 4 |
RG
Renaissance Group
Covington,
Kentucky
|
-$26.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.9M |
EFX Hedge Fund Activity: Q4 2013 in Review
403 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2013, worth a combined $7.31B — up 15% from $6.37B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EFX positions and 36 closed out — a net gain of 10 holders — while 107 added to existing stakes and 184 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $294M. The largest seller was VOYA Investment Management, cutting an estimated $127M.
- 403 institutional investors held Equifax (EFX) as of Q4 2013, up from 395 in Q3 2013.
- Funds reported $7.31B of Equifax stock for Q4 2013, up 15% quarter-over-quarter.
- 46 funds opened new Equifax positions in Q4 2013 and 36 closed out, a net change of +10 holders.
- The largest Equifax buyer in Q4 2013 was Wellington Management Group, an estimated $294M added.
- The largest Equifax seller in Q4 2013 was VOYA Investment Management, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2013.