EQH icon

Equitable Holdings
EQH

Overview Fund Activity

272 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
61
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
$170M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$288M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$53.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$40.1M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.47M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$177M
4
Goldman Sachs
Goldman Sachs
New York
$45.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
251
Carroll Financial Associates
North Carolina
$6K – – –
IFAM
252
Institutional & Family Asset Management
Colorado
$6K +$6K +406 New
SFS
253
Sowell Financial Services
Arkansas
$4K +$1.84K +140 +85%
LC
254
Lindbrook Capital
California
$4K +$2.81K +195 +235%
WFMPM
255
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4K +260 New
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$15 -1 -0.5%
HIA
257
Harbor Investment Advisory
Maryland
$3K – – –
ZB
258
Zions Bancorporation
Utah
$3K +$1.01K +64 +50%
LPWM
259
Lake Point Wealth Management
Texas
$3K +$1.5K +100 +100%
MAM
260
Meeder Asset Management
Ohio
$3K +$2.54K +193 +551%
OPS
261
Orion Portfolio Solutions
Nebraska
$3K +$3K +220 New
TWA
262
TCI Wealth Advisors
Arizona
$3K +$3K +233 New
PCG
263
Private Capital Group
Connecticut
$2K -$4.6K -338 -70%
SF
264
Synovus Financial
Georgia
$2K +$2K +112 New
BL
265
Balentine LLC
Georgia
$2K +$2K +132 New
VFA
266
Valeo Financial Advisors
Indiana
$2K +$2K +144 New
PP
267
Pacifica Partners
Canada
$2K +$2K +150 New
IRC
268
Investors Research Corp
Georgia
$1K – – –
SFSIG
269
San Francisco Sentry Investment Group
California
$1K +$1K +79 New
MCM
270
MV Capital Management
Maryland
$1K +$1K +85 New
Viking Global Investors
271
Viking Global Investors
Connecticut
– -$224M -9,048,047 Closed
LCM
272
Laurion Capital Management
New York
– -$27.6M -1,115,090 Closed
MCL
273
MIK Capital LP
New York
– -$14.1M -568,583 Closed
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
– -$13.1M -527,546 Closed
Canada Life
275
Canada Life
Manitoba, Canada
– -$12.9M -525,310 Closed
9 10
11
12 13