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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
EC
251
EJF Capital
Virginia
$1.28M – – –
CA
252
Clearstead Advisors
Ohio
$1.22M +$36.8K +898 +3%
EMPI
253
Elo Mutual Pension Insurance
Finland
$1.21M +$5.95K +145 +0.5%
TD Asset Management
254
TD Asset Management
Ontario, Canada
$1.21M -$369 -9 -0%
GIBU
255
Gulf International Bank (UK)
United Kingdom
$1.18M -$60.3K -1,469 -5%
SG Americas Securities
256
SG Americas Securities
New York
$1.16M -$1.24M -30,129 -52%
ECM
257
ExodusPoint Capital Management
New York
$1.14M +$1.11M +27,046 New
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$1.13M – – –
CS
259
Candriam SCA
Luxembourg
$1.12M -$4.27K -104 -0.4%
ANTB
260
AMG National Trust Bank
Colorado
$1.11M -$669K -16,298 -38%
QCM
261
Quantinno Capital Management
New York
$1.08M +$157K +3,815 +17%
OTPPB
262
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.06M -$117K -2,856 -10%
RWM
263
Ritholtz Wealth Management
New York
$1.05M -$9.07K -221 -0.9%
SAM
264
Securian Asset Management
Minnesota
$1.05M +$19.7K +480 +2%
PCM
265
Prana Capital Management
Connecticut
$1.04M +$1.02M +24,816 New
LA
266
LBP AM
France
$1.03M -$996K -24,272 -50%
CM
267
Crestline Management
Texas
$1.02M +$998K +24,322 New
I
268
INVST
Indiana
$1M -$3.32K -81 -0.3%
BFM
269
Boothbay Fund Management
New York
$997K +$564K +13,740 +138%
LIP
270
Lighthouse Investment Partners
Florida
$992K -$8.41M -205,091 -90%
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$989K – – –
GF
272
Gabelli Funds
New York
$988K -$20.5K -500 -2%
Stifel Financial
273
Stifel Financial
Missouri
$947K -$1.15M -28,135 -56%
Cerity Partners
274
Cerity Partners
New York
$943K +$321K +7,823 +54%
AAS
275
Avantax Advisory Services
Texas
$935K +$120K +2,932 +15%
9 10
11
12 13

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.