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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 %
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$796K -$84.9K -1,800 -10%
UH
302
Unigestion Holding
Switzerland
$787K -$163K -3,460 -17%
HIM
303
Hillsdale Investment Management
Ontario, Canada
$781K +$764K +16,200 +4,629%
BCI
304
Brinker Capital Investments
Pennsylvania
$773K -$4.86K -103 -0.6%
OPS
305
Orion Portfolio Solutions
Nebraska
$773K -$4.86K -103 -0.6%
JG
306
Jain Global
New York
$733K +$733K +15,539 New
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$723K +$66.4K +1,408 +10%
PA
308
Profund Advisors
Maryland
$721K +$81.9K +1,737 +13%
OTPPB
309
Ontario Teachers' Pension Plan Board
Ontario, Canada
$719K -$470K -9,960 -40%
Jacobs Levy Equity Management
310
Jacobs Levy Equity Management
New Jersey
$713K -$10.7M -227,047 -94%
CMF
311
Counterpoint Mutual Funds
California
$702K -$168K -3,555 -19%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$693K – – –
ProShare Advisors
313
ProShare Advisors
Maryland
$692K +$34.6K +733 +5%
QI
314
Qtron Investments
Massachusetts
$677K – – –
CWM
315
CIBC World Markets
New York
$676K -$218K -4,611 -24%
OAC
316
OMERS Administration Corp
Ontario, Canada
$663K -$2.43M -51,536 -79%
EGM
317
Engineers Gate Manager
New York
$663K -$7.52M -159,527 -92%
Creative Planning
318
Creative Planning
Kansas
$659K +$20.6K +436 +3%
PTC
319
Petrus Trust Company
Texas
$656K -$134K -2,835 -17%
Nisa Investment Advisors
320
Nisa Investment Advisors
Missouri
$652K +$3.07K +65 +0.5%
LP
321
LMR Partners
United Kingdom
$649K +$649K +13,760 New
CL
322
CSS LLC
Illinois
$636K -$114K -2,420 -15%
TMAM
323
Tokio Marine Asset Management
Japan
$631K +$13.3K +283 +2%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$627K +$72.4K +1,534 +13%
XT
325
XTX Topco
Cayman Islands
$625K -$857K -18,164 -58%
11 12
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