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Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+30
Holders Change %
+6.01%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
45
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$156M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$64.9M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$59.5M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$58.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$53.9M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$389M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$108M
3
SC
Sessa Capital
New York
-$69.8M
4
BlackRock
BlackRock
New York
-$57.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
276
INVST
Indiana
$1.14M +$17.2K +365 +2%
SAM
277
Securian Asset Management
Minnesota
$1.12M -$55.5K -1,177 -5%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$1.11M – – –
GF
279
Gabelli Funds
New York
$1.11M – – –
EP
280
Edgestream Partners
New Jersey
$1.1M -$6.47M -137,085 -86%
SAM
281
Smith Asset Management
Florida
$1.05M +$1.05M +51,443 New
HighTower Advisors
282
HighTower Advisors
Illinois
$1.05M -$514K -10,890 -33%
Cerity Partners
283
Cerity Partners
New York
$1.04M +$20K +439 +2%
AF
284
Avanza Fonder
Sweden
$1.02M +$1.02M +21,680 New
BHCM
285
Brevan Howard Capital Management
Jersey
$1.02M +$1.02M +21,633 New
MGP
286
Metis Global Partners
California
$1M +$291K +6,164 +41%
CIP
287
Capital Insight Partners
Arizona
$991K +$127K +2,700 +15%
USAA
288
United Services Automobile Association
Texas
$975K – – –
HAI
289
Hennessy Advisors Inc
California
$943K +$47.2K +1,000 +5%
SG Americas Securities
290
SG Americas Securities
New York
$928K -$369K -7,832 -28%
Stifel Financial
291
Stifel Financial
Missouri
$923K -$140K -2,962 -13%
Mariner
292
Mariner
Kansas
$916K +$40.3K +854 +5%
CGH
293
Crossmark Global Holdings
Texas
$904K -$12.2K -258 -1%
SM
294
Soapstone Management
Maryland
$885K -$3.83M -81,250 -81%
RB
295
Rodgers Brothers
Pennsylvania
$873K – – –
AAS
296
Avantax Advisory Services
Texas
$855K -$195K -4,133 -19%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$846K +$21.1K +448 +3%
GT
298
Greenleaf Trust
Michigan
$840K – – –
YIH
299
Y-Intercept (HK)
Hong Kong
$813K -$820K -17,387 -50%
AIM
300
Anchor Investment Management
South Carolina
$807K -$19K -403 -2%
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