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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$78.2M
2
WP
Woodline Partners
California
+$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
226
Gulf International Bank (UK)
United Kingdom
$1.12M – – –
IAN
227
Integrated Advisors Network
Texas
$1.12M -$39.3K -1,033 -3%
VPIM
228
Vanguard Personalized Indexing Management
California
$1.07M +$19.9K +523 +2%
CCIA
229
Campbell & Co Investment Adviser
Maryland
$1.07M +$761K +20,008 +244%
EA
230
Ellsworth Advisors
Ohio
$1.04M +$56K +1,534 +6%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$1.02M – – –
TI
232
Tidal Investments
Wisconsin
$1M -$39.8K -1,047 -4%
Squarepoint
233
Squarepoint
New York
$997K +$997K +26,220 New
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$996K -$68.9K -1,813 -6%
SAM
235
Securian Asset Management
Minnesota
$981K -$39.8K -1,048 -4%
RWM
236
Ritholtz Wealth Management
New York
$979K -$200K -5,267 -17%
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$970K – – –
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$961K -$25.1K -661 -3%
Prudential Financial
239
Prudential Financial
New Jersey
$917K +$118K +3,101 +15%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$916K +$87.4K +2,300 +11%
GF
241
Gabelli Funds
New York
$912K – – –
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$903K -$5.97K -157 -0.7%
A
243
AlphaQuest
New York
$886K +$886K +23,310 New
USAA
244
United Services Automobile Association
Texas
$873K +$873K +22,965 New
GEM
245
Global Endowment Management
North Carolina
$872K -$235K -6,170 -21%
AAS
246
Avantax Advisory Services
Texas
$857K +$857K +22,554 New
I
247
INVST
Indiana
$851K +$851K +22,742 New
FB
248
Fulton Bank
Pennsylvania
$840K +$4.64K +122 +0.6%
Credit Agricole
249
Credit Agricole
France
$821K +$821K +22,666 New
MYLI
250
Meiji Yasuda Life Insurance
Japan
$817K -$190K -5,000 -19%
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