Equifax
438 hedge funds and large institutions have $8.56B invested in Equifax in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 163 reducing their positions, and 32 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
66% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 32
29% more capital inflows, than outflows
Capital inflows: $531M | Capital outflows: $410M
4% more funds holding
Funds holding: 423 → 438 (+15)
2.02% more ownership
Funds ownership: 85.74% → 87.76% (+2%)
22% less call options, than puts
Call options by funds: $1.09M | Put options by funds: $1.4M
25% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$177M |
| 2 |
Bank of New York Mellon
New York
|
+$37.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$37.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 5 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manning & Napier Advisors
Fairport,
New York
|
-$105M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.1M |
| 3 |
Findlay Park Partners
London,
United Kingdom
|
-$31.9M |
| 4 |
Winton Group
London,
United Kingdom
|
-$24.3M |
| 5 |
Morgan Stanley
New York
|
-$16.2M |
EFX Hedge Fund Activity: Q4 2014 in Review
438 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q4 2014, worth a combined $8.56B — up 9.7% from $7.8B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new EFX positions and 32 closed out — a net gain of 21 holders — while 123 added to existing stakes and 163 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $177M. The largest seller was Manning & Napier Advisors, cutting an estimated $105M.
- 438 institutional investors held Equifax (EFX) as of Q4 2014, up from 423 in Q3 2014.
- Funds reported $8.56B of Equifax stock for Q4 2014, up 9.7% quarter-over-quarter.
- 53 funds opened new Equifax positions in Q4 2014 and 32 closed out, a net change of +21 holders.
- The largest Equifax buyer in Q4 2014 was Massachusetts Financial Services, an estimated $177M added.
- The largest Equifax seller in Q4 2014 was Manning & Napier Advisors, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2014.