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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
226
Ruane, Cunniff & Goldfarb
New York
$1.72M -$1.85K -45 -0.1%
P
227
&Partners
Tennessee
$1.69M +$237K +5,784 +17%
NYLIM
228
New York Life Investment Management
New York
$1.68M -$81.7K -1,992 -5%
Axa
229
Axa
France
$1.67M +$11.8K +287 +0.7%
NAM
230
Nissay Asset Management
Japan
$1.66M +$32.8K +799 +2%
IA
231
Icon Advisers
Colorado
$1.65M – – –
M&T Bank
232
M&T Bank
New York
$1.63M +$358K +8,735 +29%
SO
233
STRS Ohio
Ohio
$1.57M +$56.6K +1,379 +4%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$1.56M +$160K +3,890 +12%
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$1.54M +$1.5M +36,669 New
EA
236
Ellsworth Advisors
Ohio
$1.5M +$156K +3,800 +12%
ACM
237
Aquatic Capital Management
Illinois
$1.5M +$1.46M +35,600 New
MFIM
238
Mesirow Financial Investment Management
Illinois
$1.49M +$205 +5 +0%
RIM
239
Redwood Investment Management
Arizona
$1.48M +$57.8K +1,409 +4%
UM
240
UniSuper Management
Australia
$1.48M +$372K +9,066 +35%
BC
241
Bridgefront Capital
Texas
$1.46M +$1.43M +34,777 New
YIH
242
Y-Intercept (HK)
Hong Kong
$1.46M -$1.81M -44,207 -56%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$1.4M +$592K +14,434 +76%
HighTower Advisors
244
HighTower Advisors
Illinois
$1.39M +$6.65K +162 +0.5%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$1.36M – – –
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$1.33M -$534K -13,004 -29%
XT
247
XTX Topco
Cayman Islands
$1.32M -$74.1K -1,806 -5%
VPIM
248
Vanguard Personalized Indexing Management
California
$1.32M -$4.64K -113 -0.4%
IAN
249
Integrated Advisors Network
Texas
$1.29M +$69.9K +1,704 +6%
Daiwa Securities Group
250
Daiwa Securities Group
Japan
$1.29M +$324K +7,900 +35%
8 9
10
11 12

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.