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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
$271M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
Fidelity International
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
351
V-Square Quantitative Management
Illinois
$152K – – –
CT
352
Colonial Trust
South Carolina
$152K – – –
CPG
353
Cornerstone Planning Group
New Jersey
$139K +$39.3K +1,019 +39%
Osaic Holdings
354
Osaic Holdings
Arizona
$136K -$691K -18,185 -84%
RIM
355
Rakuten Investment Management
Japan
$111K +$102K +2,680 +1,076%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$111K +$19.4K +513 +21%
QC
357
Quent Capital
New York
$111K +$114 +3 +0.1%
AAM
358
Advisors Asset Management
Colorado
$100K +$37.6K +990 +60%
EWA
359
EverSource Wealth Advisors
Alabama
$96.2K +$56.3K +1,526 +141%
GWP
360
Gen-Wealth Partners
Michigan
$79.8K +$79.8K +2,100 New
GI
361
GAMMA Investing
California
$73.7K +$15.4K +405 +26%
TPCW
362
TD Private Client Wealth
New York
$65.5K -$61.8K -1,625 -49%
RA
363
Rise Advisors
New York
$64.8K +$60.5K +1,592 +1,421%
Jones Financial Companies
364
Jones Financial Companies
Missouri
$63.5K +$63.5K +1,671 New
QCG
365
Quadrant Capital Group
Ohio
$63.3K -$23K -604 -27%
National Pension Service
366
National Pension Service
South Korea
$62.9K – – –
ZB
367
Zions Bancorporation
Utah
$62.7K +$58.3K +1,533 +1,322%
BAMF
368
BI Asset Management Fondsmaeglerselskab
Denmark
$60K -$83.3K -2,205 -58%
AF
369
Advisornet Financial
Minnesota
$58.2K -$15.9K -419 -21%
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$56.3K +$56.3K +1,480 New
NC
371
nVerses Capital
Florida
$49.4K +$49.4K +1,300 New
CFM
372
Catalyst Funds Management
Australia
$45.6K +$45.6K +1,200 New
CIA
373
Cape Investment Advisory
Georgia
$42.1K +$266 +7 +0.6%
GCM
374
Gladius Capital Management
Illinois
$39.3K +$39.3K +1,034 New
LC
375
Lindbrook Capital
California
$38.2K – – –
13 14
15
16 17