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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
3
BlackRock
BlackRock
New York
+$31.1M
4
GC
Gillson Capital
Illinois
+$23.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$111M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
4
Goldman Sachs
Goldman Sachs
New York
-$45.3M
5
SC
Samlyn Capital
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
226
Ritholtz Wealth Management
New York
$589K -$179K -7,069 -23%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$588K +$6.35K +250 +1%
GF
228
Gabelli Funds
New York
$584K – – –
MFS
229
Mirabella Financial Services
United Kingdom
$581K +$581K +22,874 New
KI
230
Kula Investments
Illinois
$563K -$201K -7,902 -26%
M
231
Mirova
France
$561K +$561K +22,112 New
BMSSC
232
B. Metzler seel. Sohn & Co
Germany
$538K -$147K -5,788 -21%
GAM
233
Gotham Asset Management
New York
$538K +$538K +21,177 New
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$536K +$25.4K +1,000 +5%
EH
235
Equitable Holdings
New York
$532K +$90.2K +3,554 +20%
GT
236
Greenleaf Trust
Michigan
$515K -$8.99K -354 -2%
AIM
237
Anchor Investment Management
South Carolina
$511K +$152 +6 +0%
GC
238
Guggenheim Capital
Illinois
$502K -$71.7K -2,825 -13%
CL
239
CSS LLC
Illinois
$470K +$76.2K +3,000 +19%
PP
240
Prudential plc
United Kingdom
$468K -$116K -4,572 -20%
SS
241
Simplicity Solutions
Minnesota
$457K +$457K +17,993 New
VF
242
Virtu Financial
New York
$453K +$453K +17,833 New
Osaic Holdings
243
Osaic Holdings
Arizona
$450K -$24.8K -975 -5%
RJFSA
244
Raymond James Financial Services Advisors
Florida
$447K +$244K +9,619 +120%
ZIM
245
Zacks Investment Management
Illinois
$439K +$118K +4,628 +37%
AC
246
AXQ Capital
New Jersey
$416K +$416K +16,379 New
MC
247
Maverick Capital
Texas
$404K +$55.9K +2,200 +16%
Mariner
248
Mariner
Kansas
$398K +$20.4K +805 +5%
MCM
249
MAI Capital Management
Ohio
$396K -$415K -16,326 -51%
SG Americas Securities
250
SG Americas Securities
New York
$390K +$120K +4,742 +45%
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