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Equitable Holdings
EQH

Overview Fund Activity

304 hedge funds and large institutions have $8.13B invested in Equitable Holdings in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 103 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+32
Holders Change %
+11.76%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
108
Reduced
103
Closed
34
Calls
$23.5M
Puts
$21.1M
Net Calls
+$2.43M
Net Calls Change
-$960K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$969M
2
CM
Conifer Management
New York
$94.5M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$116M
4
AIM
Artemis Investment Management
United Kingdom
$42.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.7M

Top Sellers

1
BlackRock
BlackRock
New York
$713M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
$855M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$335M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
301
Glassman Wealth Services
Virginia
$1K +$426 +20 +74%
BWL
302
Bogart Wealth LLC
Virginia
$1K +$1K +58 New
BWM
303
BerganKDV Wealth Management
Minnesota
$1K +$1K +68 New
AWA
304
Arkadios Wealth Advisors
Georgia
$510 +$510 +26 New
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
– -$12.9M -890,417 Closed
Balyasny Asset Management
306
Balyasny Asset Management
Illinois
– -$8.18M -565,979 Closed
KCM
307
Kingstown Capital Management
New York
– -$7.23M -500,000 Closed
Renaissance Technologies
308
Renaissance Technologies
New York
– -$6.6M -456,900 Closed
AIM
309
Achmea Investment Management
Netherlands
– -$6.41M -443,269 Closed
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
– -$6.42M -425,768 Closed
CI
311
Cambiar Investors
Colorado
– -$5.88M -406,716 Closed
Bank of Nova Scotia
312
Bank of Nova Scotia
Ontario, Canada
– -$4.59M -317,716 Closed
PL
313
Parkwood LLC
Ohio
– -$4.26M -294,586 Closed
CRM
314
Capital Returns Management
New York
– -$3.92M -271,000 Closed
Retirement Systems of Alabama
315
Retirement Systems of Alabama
Alabama
– -$3.31M -228,900 Closed
MSE
316
MUFG Securities EMEA
United Kingdom
– -$1.73M -120,000 Closed
Truist Financial
317
Truist Financial
North Carolina
– -$1.73M -119,754 Closed
KOCAA
318
Knights of Columbus Asset Advisors
Connecticut
– -$1.15M -79,213 Closed
CF
319
CNA Financial
Illinois
– -$1M -69,374 Closed
SM
320
Sciencast Management
New Jersey
– -$782K -61,255 Closed
PP
321
PDT Partners
New York
– -$767K -53,087 Closed
A
322
AustralianSuper
Australia
– -$762K -52,744 Closed
BCM
323
Bayesian Capital Management
New York
– -$624K -43,200 Closed
EGM
324
Engineers Gate Manager
New York
– -$430K -29,741 Closed
VI
325
Versor Investments
New York
– -$290K -20,074 Closed
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