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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 %
TCM
326
Teza Capital Management
Illinois
$259K +$259K +6,810 New
Truist Financial
327
Truist Financial
North Carolina
$257K -$43.3K -1,139 -14%
KCM
328
Kathmere Capital Management
Pennsylvania
$254K -$38.5K -1,014 -13%
AG
329
Ascent Group
Virginia
$252K -$13.9K -365 -5%
SIA
330
Sit Investment Associates
Minnesota
$240K +$15.2K +400 +7%
SC
331
Savant Capital
Illinois
$238K +$238K +6,269 New
O
332
Ossiam
France
$237K -$549K -14,443 -70%
Walleye Capital
333
Walleye Capital
New York
$234K +$234K +6,147 New
LOAMS
334
Lombard Odier Asset Management (Switzerland)
Switzerland
$234K +$234K +6,144 New
IGAM
335
iA Global Asset Management
Quebec, Canada
$233K +$10.6K +280 +5%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$232K +$232K +6,112 New
S
337
SignatureFD
Georgia
$225K -$78.3K -2,060 -26%
Capstone Investment Advisors
338
Capstone Investment Advisors
New York
$214K -$219K -5,755 -50%
PTC
339
Petrus Trust Company
Texas
$214K -$361K -9,488 -63%
MA
340
Mutual Advisors
Nebraska
$212K +$212K +5,575 New
PAM
341
Paradigm Asset Management
New York
$205K -$72.2K -1,900 -26%
SGI
342
Summit Global Investments
Utah
$204K -$1.01M -26,595 -83%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$203K -$52.8K -1,390 -21%
VI
344
Vestcor Inc
New Brunswick, Canada
$197K -$2.21K -58 -1%
UM
345
UniSuper Management
Australia
$182K +$83.6K +2,200 +85%
IA
346
IFP Advisors
Florida
$182K +$139K +3,667 +326%
Allspring Global Investments
347
Allspring Global Investments
North Carolina
$182K -$1.76M -46,204 -91%
CIM
348
Chiron Investment Management
New York
$158K +$158K +4,154 New
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$157K -$3.16K -83 -2%
OAM
350
Ostrum Asset Management
France
$157K – – –
12 13
14
15 16