EQH icon

Equitable Holdings
EQH

Overview Fund Activity

489 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 157 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+43
Holders Change %
+9.64%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
93
Increased
157
Reduced
175
Closed
42
Calls
$3.91M
Puts
$11.3M
Net Calls
-$7.35M
Net Calls Change
-$15.5M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$239M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$129M
3
ZIG
Zurich Insurance Group
Switzerland
$110M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$85.2M
5
Goldman Sachs
Goldman Sachs
New York
$139M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$762M
2
BlackRock
BlackRock
New York
$1.08B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$861M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$202M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
Icon Advisers
Colorado
$1.6M – – –
NAM
227
Nissay Asset Management
Japan
$1.58M -$11.3K -277 -0.7%
MF
228
Magnetar Financial
Illinois
$1.51M +$1.51M +37,004 New
MC
229
Maverick Capital
Texas
$1.51M +$1.05M +25,678 +230%
DF
230
Donoghue Forlines
Massachusetts
$1.49M +$1.49M +36,470 New
SEC
231
Seven Eight Capital
New York
$1.48M -$6.26M -153,274 -81%
SO
232
STRS Ohio
Ohio
$1.47M +$1.47M +35,964 New
MFIM
233
Mesirow Financial Investment Management
Illinois
$1.45M +$2K +49 +0.1%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$1.44M +$53.2K +1,303 +4%
P
235
&Partners
Tennessee
$1.4M +$10.4K +254 +0.7%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.36M -$32.7K -800 -2%
XT
237
XTX Topco
Cayman Islands
$1.36M +$40.2K +985 +3%
HighTower Advisors
238
HighTower Advisors
Illinois
$1.34M +$1.34M +32,934 New
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$1.32M +$349K +8,541 +36%
EA
240
Ellsworth Advisors
Ohio
$1.31M +$148K +3,617 +13%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$1.3M -$807K -19,506 -38%
VPIM
242
Vanguard Personalized Indexing Management
California
$1.28M +$128K +3,123 +11%
RIM
243
Redwood Investment Management
Arizona
$1.26M -$210K -5,654 -14%
EC
244
EJF Capital
Virginia
$1.25M – – –
M&T Bank
245
M&T Bank
New York
$1.23M +$786K +19,241 +179%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$1.21M – – –
IAN
247
Integrated Advisors Network
Texas
$1.18M -$18.6K -454 -2%
TD Asset Management
248
TD Asset Management
Ontario, Canada
$1.18M -$287K -7,026 -20%
EMPI
249
Elo Mutual Pension Insurance
Finland
$1.17M -$92.2K -2,257 -7%
CA
250
Clearstead Advisors
Ohio
$1.15M +$1.15M +28,172 New
8 9
10
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