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Equitable Holdings
EQH

Overview Fund Activity

489 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 157 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+43
Holders Change %
+9.64%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
93
Increased
157
Reduced
175
Closed
42
Calls
$3.91M
Puts
$11.3M
Net Calls
-$7.35M
Net Calls Change
-$15.5M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$155M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$129M
3
ZIG
Zurich Insurance Group
Switzerland
+$110M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$85.2M
5
Goldman Sachs
Goldman Sachs
New York
+$80.3M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$273M
2
BlackRock
BlackRock
New York
-$233M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$192M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$186M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Avantax Advisory Services
Texas
$790K -$132K -3,232 -14%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$772K +$772K +18,887 New
GEM
278
Global Endowment Management
North Carolina
$770K -$167K -4,097 -18%
RB
279
Rodgers Brothers
Pennsylvania
$756K – – –
AIM
280
Aigen Investment Management
New York
$753K +$753K +18,430 New
Mariner
281
Mariner
Kansas
$746K +$40.5K +990 +6%
GT
282
Greenleaf Trust
Michigan
$728K -$654 -16 -0.1%
CWM
283
CIBC World Markets
New York
$722K +$156K +3,808 +27%
CIP
284
Capital Insight Partners
Arizona
$720K +$18K +440 +3%
AIM
285
Anchor Investment Management
South Carolina
$716K -$123K -3,000 -15%
Jacobs Levy Equity Management
286
Jacobs Levy Equity Management
New Jersey
$702K -$35.6K -871 -5%
TI
287
Tidal Investments
Wisconsin
$682K -$397K -9,708 -37%
IMCOOI
288
Investment Management Corp of Ontario (IMCO)
Canada
$676K +$77.6K +1,900 +13%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$654K +$199K +4,873 +44%
Capstone Investment Advisors
290
Capstone Investment Advisors
New York
$653K +$422K +10,339 +183%
MGP
291
Metis Global Partners
California
$649K -$11K -270 -2%
HAI
292
Hennessy Advisors Inc
California
$613K +$613K +15,000 New
EOJOAM
293
E. Ohman J:or Asset Management
Sweden
$601K – – –
AAIS
294
ABN AMRO Investment Solutions
$598K +$91K +2,226 +18%
Cerity Partners
295
Cerity Partners
New York
$597K -$99K -2,424 -14%
RJFSA
296
Raymond James Financial Services Advisors
Florida
$591K +$137K +3,342 +30%
ProShare Advisors
297
ProShare Advisors
Maryland
$589K -$36.3K -888 -6%
QI
298
Qtron Investments
Massachusetts
$587K +$587K +14,357 New
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$583K +$37.2K +911 +7%
AG
300
Algert Global
California
$580K +$145K +3,540 +33%
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