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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
GC
276
Guggenheim Capital
Illinois
$928K +$905K +22,068 New
DT
277
Diversified Trust
Tennessee
$906K +$555K +13,526 +168%
USAA
278
United Services Automobile Association
Texas
$869K -$116K -2,824 -12%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$848K -$162K -3,943 -16%
UH
280
Unigestion Holding
Switzerland
$847K +$827K +20,154 New
AG
281
Algert Global
California
$843K +$241K +5,864 +41%
IMCOOI
282
Investment Management Corp of Ontario (IMCO)
Canada
$842K +$144K +3,500 +21%
FCA
283
FinTrust Capital Advisors
South Carolina
$840K -$6.85K -167 -0.8%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$839K -$146K -3,552 -15%
CGH
285
Crossmark Global Holdings
Texas
$816K +$287 +7 +0%
HAI
286
Hennessy Advisors Inc
California
$799K +$164K +4,000 +27%
CWM
287
CIBC World Markets
New York
$797K +$52.8K +1,286 +7%
GEM
288
Global Endowment Management
North Carolina
$789K -$2.91K -71 -0.4%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$785K -$278K -6,780 -27%
Mariner
290
Mariner
Kansas
$780K +$13.1K +319 +2%
RB
291
Rodgers Brothers
Pennsylvania
$778K – – –
CMF
292
Counterpoint Mutual Funds
California
$775K +$756K +18,432 New
CIP
293
Capital Insight Partners
Arizona
$770K +$28.9K +704 +4%
GT
294
Greenleaf Trust
Michigan
$749K – – –
AIM
295
Anchor Investment Management
South Carolina
$736K – – –
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$735K -$117K -2,860 -14%
SGI
297
Summit Global Investments
Utah
$720K +$702K +17,119 New
TI
298
Tidal Investments
Wisconsin
$706K +$4.14K +101 +0.6%
PTC
299
Petrus Trust Company
Texas
$704K +$687K +16,742 New
BCI
300
Brinker Capital Investments
Pennsylvania
$693K +$388K +9,464 +135%
10 11
12
13 14

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.