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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$94.5M
2
OCAM
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
Goldman Sachs
New York
$39.4M
5
EIP
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
276
Cipher Capital
New York
$342K +$342K +11,247 New
VCA
277
Verdence Capital Advisors
Maryland
$332K +$80K +2,627 +32%
IRF
278
IBM Retirement Fund
New York
$331K -$86.5K -2,846 -21%
FA
279
FDx Advisors
Illinois
$327K +$327K +10,738 New
S
280
SignatureFD
Georgia
$322K +$138K +4,516 +75%
WAM
281
World Asset Management
Michigan
$316K -$47.9K -1,574 -13%
SI
282
Stephens Inc
Arkansas
$316K -$1.4K -46 -0.4%
AC
283
Allstate Corporation
Illinois
$316K +$3.1K +102 +1%
AT
284
Arden Trust
Delaware
$312K -$10.4K -343 -3%
4WM
285
44 Wealth Management
Oregon
$306K -$4.54K -149 -1%
LOAMS
286
Lombard Odier Asset Management (Switzerland)
Switzerland
$301K – – –
QC
287
Quadrature Capital
United Kingdom
$292K +$292K +9,587 New
P
288
Pitcairn
Pennsylvania
$289K -$13.1K -431 -4%
EH
289
Equitable Holdings
New York
$274K – – –
FTDI
290
First Trust Direct Indexing
Massachusetts
$271K +$271K +8,893 New
Vontobel Holding
291
Vontobel Holding
Switzerland
$267K +$267K +8,917 New
DC
292
Diametric Capital
Massachusetts
$262K +$25.1K +4,626 +11%
OC
293
Oppenheimer & Co
New York
$257K -$122K -4,000 -32%
CCP
294
Corient Capital Partners
California
$250K +$13.8K +454 +6%
SOMRS
295
State of Michigan Retirement System
Michigan
$247K -$21.3K -700 -8%
IMRF
296
Illinois Municipal Retirement Fund
Illinois
$245K +$245K +8,031 New
US Bancorp
297
US Bancorp
Minnesota
$244K -$2.92K -96 -1%
MLICM
298
Metropolitan Life Insurance Company (MetLife)
New York
$242K -$5.91K -194 -2%
IC
299
Intersect Capital
California
$241K +$2.86K +94 +1%
VAS
300
Vestmark Advisory Solutions
Massachusetts
$239K +$26.4K +865 +12%
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12
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