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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$78.2M
2
WP
Woodline Partners
California
+$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
276
Investment Management Corp of Ontario (IMCO)
Canada
$556K -$103K -2,700 -16%
CL
277
CSS LLC
Illinois
$547K – – –
VLC
278
Van Leeuwen & Company
New Jersey
$547K +$90.8K +2,389 +20%
GCP
279
GSA Capital Partners
United Kingdom
$542K +$542K +14,253 New
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$532K +$532K +13,984 New
CWM
281
CIBC World Markets
New York
$527K +$159K +4,181 +43%
SCM
282
Shelton Capital Management
Colorado
$522K – – –
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$519K -$1.78M -46,915 -77%
Aviva
284
Aviva
United Kingdom
$515K -$3.08K -81 -0.6%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$509K -$7.67M -201,734 -94%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$508K +$36.4K +957 +8%
MYAM
287
Meiji Yasuda Asset Management
Japan
$505K +$505K +13,288 New
CA
288
Cetera Advisors
Colorado
$503K +$137K +3,608 +38%
TMAM
289
Tokio Marine Asset Management
Japan
$498K +$20.1K +528 +4%
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$490K +$18.5K +488 +4%
Creative Planning
291
Creative Planning
Kansas
$489K -$988 -26 -0.2%
EH
292
Equitable Holdings
New York
$484K +$6.58K +173 +1%
AAIS
293
ABN AMRO Investment Solutions
$472K – – –
PA
294
Pinnacle Associates
New York
$464K -$7.22K -190 -2%
CC
295
Centiva Capital
New York
$456K -$39.9K -1,051 -8%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$436K +$836 +22 +0.2%
ASN
297
Advisory Services Network
Georgia
$436K +$37.1K +975 +9%
RIL
298
Rothschild Investment LLC
Illinois
$434K – – –
MC
299
Maverick Capital
Texas
$424K +$154K +4,058 +57%
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$423K -$115K -3,034 -21%
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