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Equitable Holdings
EQH

Overview Fund Activity

385 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
148
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$764M
2
Goldman Sachs
Goldman Sachs
New York
$72.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
4
IP
Interval Partners
New York
$20M
5
Millennium Management
Millennium Management
New York
$43M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$489M
2
Citadel Advisors
Citadel Advisors
Florida
$35.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$922M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
GC
Gillson Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
301
CIBC World Market
Ontario, Canada
$205K -$10.7K -376 -5%
Truist Financial
302
Truist Financial
North Carolina
$205K +$205K +7,204 New
PAG
303
Private Advisor Group
New Jersey
$204K -$63.2K -2,227 -24%
IGAM
304
iA Global Asset Management
Quebec, Canada
$199K -$17.5K -617 -8%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$197K -$2.61K -92 -1%
SIA
306
Sit Investment Associates
Minnesota
$195K – – –
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$186K – – –
AIG
308
American International Group
New York
$176K -$12.3K -433 -7%
BCV
309
Banque Cantonale Vaudoise
Switzerland
$166K +$49.4K +1,738 +42%
VI
310
Vestcor Inc
New Brunswick, Canada
$151K -$98.9K -3,493 -40%
MCM
311
MV Capital Management
Maryland
$115K – – –
CT
312
Colonial Trust
South Carolina
$114K – – –
TPCW
313
TD Private Client Wealth
New York
$101K -$26.8K -944 -21%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$88.3K +$852 +30 +1%
SOW
315
State of Wyoming
Wyoming
$88K +$88K +3,100 New
QC
316
Quent Capital
New York
$83.4K +$6.42K +226 +8%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$75K +$14.3K +506 +24%
UM
318
UniSuper Management
Australia
$73.8K – – –
CPG
319
Cornerstone Planning Group
New Jersey
$71.1K -$5.08K -179 -7%
VSQM
320
V-Square Quantitative Management
Illinois
$68.2K +$3.29K +116 +5%
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$67.1K +$67.1K +2,365 New
RFA
322
Register Financial Advisors
Georgia
$58.7K +$85 +3 +0.1%
AF
323
Advisornet Financial
Minnesota
$54.4K – – –
UB
324
UMB Bank
Missouri
$52.2K +$29.4K +1,034 +128%
National Pension Service
325
National Pension Service
South Korea
$45.5K – – –
11 12
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