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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
326
Advisory Services Network
Georgia
$506K – – –
AI
327
AXS Investments
New York
$504K – – –
NS
328
NBC Securities
Alabama
$495K -$2.95K -72 -0.6%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$494K +$24K +584 +5%
RIL
330
Rothschild Investment LLC
Illinois
$480K – – –
Verition Fund Management
331
Verition Fund Management
Connecticut
$480K -$94.5K -2,303 -17%
CAM
332
Cresset Asset Management
Illinois
$462K +$22.2K +541 +5%
EIP
333
Epoch Investment Partners
New York
$459K – – –
RJFSA
334
Raymond James Financial Services Advisors
Florida
$450K -$155K -3,772 -26%
OCBCO
335
Oversea-Chinese Banking Corp (OCBC)
Singapore
$448K +$140K +3,407 +47%
VT
336
Vise Technologies
New York
$437K +$426K +10,390 New
TCM
337
Tributary Capital Management
Nebraska
$427K -$13.5K -330 -3%
AAIS
338
ABN AMRO Investment Solutions
$421K -$190K -4,627 -32%
EI
339
Ellevest Inc
New York
$419K -$1.64K -40 -0.4%
NRD
340
Nebula Research & Development
New York
$419K +$409K +9,962 New
SRL
341
Scientech Research LLC
New Jersey
$416K +$406K +9,892 New
TSS
342
Two Sigma Securities
New York
$414K +$404K +9,840 New
PA
343
Pinnacle Associates
New York
$413K +$6.69K +163 +1%
FFG
344
Fiduciary Financial Group
California
$413K +$24.8K +605 +7%
FTWA
345
Fifth Third Wealth Advisors
Ohio
$407K +$4.55K +111 +1%
IWC
346
Integrated Wealth Concepts
Massachusetts
$400K -$780 -19 -0.2%
Truist Financial
347
Truist Financial
North Carolina
$391K +$15.1K +368 +4%
MYLI
348
Meiji Yasuda Life Insurance
Japan
$388K +$379K +9,231 New
I
349
InceptionR
California
$384K -$159K -3,877 -30%
CIM
350
Cambria Investment Management
California
$380K -$9.31K -227 -2%
12 13
14
15 16

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.