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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$182M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$89.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$68.9M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$217M
2
Invesco
Invesco
Georgia
-$209M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$106M
4
TIM
Thornburg Investment Management
New Mexico
-$95.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
251
Rodgers Brothers
Pennsylvania
$473K – – –
IRF
252
IBM Retirement Fund
New York
$448K -$39.9K -1,222 -8%
VPIM
253
Vanguard Personalized Indexing Management
California
$446K +$446K +13,682 New
TCM
254
Tributary Capital Management
Nebraska
$440K – – –
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$435K -$1.4M -42,973 -76%
M&T Bank
256
M&T Bank
New York
$414K -$42.7K -1,308 -9%
WAM
257
World Asset Management
Michigan
$409K -$30.3K -885 -7%
Brown Advisory
258
Brown Advisory
Maryland
$405K +$405K +12,425 New
OC
259
Oppenheimer & Co
New York
$405K +$405K +12,434 New
Bessemer Group
260
Bessemer Group
New Jersey
$403K -$861K -26,409 -68%
PGIM
261
Pacific Global Investment Management
California
$391K -$76.2K -2,338 -16%
RIL
262
Rothschild Investment LLC
Illinois
$373K – – –
JPMPWA
263
J.P. Morgan Private Wealth Advisors
California
$364K -$307K -9,396 -46%
RJT
264
Raymond James Trust
Florida
$349K +$32.1K +983 +10%
AT
265
Arden Trust
Delaware
$345K -$12.3K -378 -3%
SI
266
Stephens Inc
Arkansas
$340K -$27.4K -841 -7%
AC
267
Allstate Corporation
Illinois
$335K +$16.6K +508 +5%
4WM
268
44 Wealth Management
Oregon
$332K +$1.73K +53 +0.5%
P
269
Pitcairn
Pennsylvania
$324K -$8.58K -263 -3%
LOAMS
270
Lombard Odier Asset Management (Switzerland)
Switzerland
$322K +$322K +9,871 New
KWM
271
Kingsview Wealth Management
Oregon
$311K +$311K +9,435 New
PHK
272
Point72 Hong Kong
Hong Kong
$304K -$1.21M -37,000 -80%
CS
273
Candriam SCA
Luxembourg
$303K – – –
EH
274
Equitable Holdings
New York
$293K – – –
SOMRS
275
State of Michigan Retirement System
Michigan
$287K – – –
9 10
11
12 13