Equitable Holdings
273 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.
117% more call options, than puts
Call options by funds: $6.29M | Put options by funds: $2.9M
13% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 91
7.16% more ownership
Funds ownership: 83.26% → 90.43% (+7.2%)
0% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 62
2% less funds holding
Funds holding: 278 → 273 (-5)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
40% less capital invested
Capital invested by funds: $10.1B → $6.06B (-$4.03B)
Top Buyers
Top Sellers
EQH Hedge Fund Activity: Q1 2020 in Review
273 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2020, worth a combined $6.06B — down 40% from $10.1B a quarter earlier.
Fund positioning in EQH was balanced in Q1 2020: 62 funds opened new positions, 62 closed out, 103 added to existing stakes and 91 trimmed.
The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $258M. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.
- 273 institutional investors held Equitable Holdings (EQH) as of Q1 2020, down from 278 in Q4 2019.
- Funds reported $6.06B of Equitable Holdings stock for Q1 2020, down 40% quarter-over-quarter.
- 62 funds opened new Equitable Holdings positions in Q1 2020 and 62 closed out, a net change of 0 holders.
- The largest Equitable Holdings buyer in Q1 2020 was Thornburg Investment Management, an estimated $258M added.
- The largest Equitable Holdings seller in Q1 2020 was Viking Global Investors, an estimated $224M sold.
Based on aggregated 13F filings for Q1 2020.