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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$94.5M
2
OCAM
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
Goldman Sachs
New York
$39.4M
5
EIP
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Optimal Asset Management
California
$866K – – –
EMPI
227
Elo Mutual Pension Insurance
Finland
$865K -$14.1K -463 -2%
P
228
&Partners
Tennessee
$864K +$124K +4,061 +17%
SW
229
SVB Wealth
Massachusetts
$848K -$701 -23 -0.1%
AC
230
Apogem Capital
New York
$843K +$150K +4,941 +22%
BCM
231
Barometer Capital Management
Ontario, Canada
$838K -$5.48M -180,896 -87%
IA
232
Icon Advisers
Colorado
$834K – – –
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$810K -$100K -3,393 -11%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$792K -$2.11M -69,194 -73%
Macquarie Group
235
Macquarie Group
Australia
$788K -$191K -6,267 -19%
Jennison Associates
236
Jennison Associates
New York
$772K +$772K +25,361 New
LPL Financial
237
LPL Financial
California
$760K +$96.8K +3,179 +15%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K +$14.8K +487 +2%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$740K -$3.04K -100 -0.4%
Nordea Investment Management
240
Nordea Investment Management
Sweden
$731K – – –
SG Americas Securities
241
SG Americas Securities
New York
$728K +$599K +19,688 +466%
KAS
242
Kemnay Advisory Services
New York
$727K +$727K +23,882 New
Osaic Holdings
243
Osaic Holdings
Arizona
$726K -$35.4K -1,162 -5%
GF
244
Gabelli Funds
New York
$700K -$122K -4,000 -15%
B
245
Barings
North Carolina
$697K +$499K +16,404 +252%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$667K -$13.5K -445 -2%
CAM
247
ClariVest Asset Management
California
$627K -$2.77K -91 -0.4%
Daiwa Securities Group
248
Daiwa Securities Group
Japan
$593K – – –
SM
249
Sciencast Management
New Jersey
$587K +$587K +19,910 New
QSS
250
Quantitative Systematic Strategies
Florida
$580K -$1.57M -51,629 -73%
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