Equitable Holdings
374 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 47 closing their positions.
71% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $11.5M
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0.36% more ownership
Funds ownership: 96.63% → 96.98% (+0.36%)
8% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 145
9% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 47
3% less funds holding
Funds holding: 384 → 374 (-10)
6% less capital invested
Capital invested by funds: $12.6B → $11.9B (-$740M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$110M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$56.3M |
| 3 |
Pzena Investment Management
New York
|
+$52.3M |
| 4 |
SC
Samlyn Capital
New York
|
+$42.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$193M |
| 2 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$104M |
| 3 |
BlackRock
New York
|
-$69.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$53M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$47.8M |
EQH Hedge Fund Activity: Q3 2021 in Review
374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2021, worth a combined $11.9B — down 5.9% from $12.6B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of EQH and 43 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 133 added.
The largest buyer was Norges Bank, adding an estimated $110M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.
- 374 institutional investors held Equitable Holdings (EQH) as of Q3 2021, down from 384 in Q2 2021.
- Funds reported $11.9B of Equitable Holdings stock for Q3 2021, down 5.9% quarter-over-quarter.
- 43 funds opened new Equitable Holdings positions in Q3 2021 and 47 closed out, a net change of -4 holders.
- The largest Equitable Holdings buyer in Q3 2021 was Norges Bank, an estimated $110M added.
- The largest Equitable Holdings seller in Q3 2021 was T. Rowe Price Associates, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2021.