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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$78.2M
2
WP
Woodline Partners
California
+$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
301
Raymond James Financial Services Advisors
Florida
$423K -$419K -11,023 -50%
GAM
302
Gotham Asset Management
New York
$421K -$123K -3,232 -23%
M&T Bank
303
M&T Bank
New York
$408K -$44.2K -1,163 -10%
EI
304
Ellevest Inc
New York
$406K -$4.11K -108 -1%
AG
305
Algert Global
California
$405K -$337K -8,872 -45%
TRCT
306
Tower Research Capital (TRC)
New York
$404K -$1.37M -36,158 -77%
TCM
307
Tributary Capital Management
Nebraska
$399K +$114K +3,000 +40%
NS
308
NBC Securities
Alabama
$384K -$228 -6 -0.1%
US Bancorp
309
US Bancorp
Minnesota
$383K +$16.1K +423 +4%
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$363K +$35K +920 +11%
IWC
311
Integrated Wealth Concepts
Massachusetts
$362K +$4.75K +125 +1%
ALAM
312
Asahi Life Asset Management
Japan
$360K -$50.9K -1,340 -12%
CAM
313
Cresset Asset Management
Illinois
$359K -$1.18K -31 -0.3%
HI
314
Handelsinvest Investeringsforvaltning
Denmark
$353K -$183K -4,827 -34%
FTDI
315
First Trust Direct Indexing
Massachusetts
$348K +$30K +788 +9%
Teacher Retirement System of Texas
316
Teacher Retirement System of Texas
Texas
$327K -$281K -7,400 -46%
RBC
317
Romano Brothers & Co
Illinois
$311K – – –
MCM
318
MAI Capital Management
Ohio
$308K -$31.5K -828 -9%
P
319
Pitcairn
Pennsylvania
$304K -$192K -5,064 -39%
SW
320
SVB Wealth
Massachusetts
$293K -$34.2K -900 -10%
BFG
321
Bleakley Financial Group
New Jersey
$288K -$2.47K -65 -0.8%
SW
322
Simplicity Wealth
New Jersey
$288K +$288K +7,583 New
MOS
323
MGO One Seven
Ohio
$282K -$26.6K -699 -9%
PGIM
324
Pacific Global Investment Management
California
$273K -$7.94K -209 -3%
HFM
325
Harvest Fund Management
China
$262K +$189K +4,969 +258%
11 12
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