EQH icon

Equitable Holdings
EQH

Overview Fund Activity

499 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
7.22%
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
151
Closed
50
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$195M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$72.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$47M
4
Capital International Investors
Capital International Investors
California
+$37.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$37.5M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$185M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$118M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$92.9M
5
Goldman Sachs
Goldman Sachs
New York
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
351
Asahi Life Asset Management
Japan
$354K +$2.94K +70 +0.8%
US Bancorp
352
US Bancorp
Minnesota
$349K +$883 +21 +0.3%
QL
353
Quarry LP
New York
$344K +$244K +5,816 +246%
RBC
354
Romano Brothers & Co
Illinois
$344K – – –
CIM
355
Chiron Investment Management
New York
$342K – – –
MOS
356
MGO One Seven
Ohio
$330K +$14.5K +344 +5%
QOP
357
Quinn Opportunity Partners
Virginia
$327K – – –
BTI
358
Blue Trust Inc
Georgia
$325K +$219K +5,358 +207%
Wealth Enhancement Advisory Services
359
Wealth Enhancement Advisory Services
Minnesota
$315K +$49.2K +1,170 +18%
GI
360
GAMMA Investing
California
$313K +$33.5K +796 +12%
IGAM
361
iA Global Asset Management
Quebec, Canada
$311K +$92.1K +2,194 +42%
Rafferty Asset Management
362
Rafferty Asset Management
New York
$310K -$6.81K -162 -2%
BFG
363
Bleakley Financial Group
New Jersey
$307K -$4.46K -106 -1%
SI
364
Seeds Investor
New York
$301K +$59.2K +1,409 +24%
AIM
365
Aigen Investment Management
New York
$295K -$480K -11,422 -62%
P
366
Pitcairn
Pennsylvania
$293K -$75.4K -1,794 -20%
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$288K +$14K +332 +5%
IPW
368
Impact Partnership Wealth
Georgia
$286K +$286K +6,812 New
KCM
369
Kathmere Capital Management
Pennsylvania
$281K – – –
RJT
370
Raymond James Trust
Florida
$281K +$281K +6,677 New
MA
371
Mutual Advisors
Nebraska
$277K -$915 -20 -0.3%
SC
372
Savant Capital
Illinois
$271K +$271K +6,448 New
AG
373
Ascent Group
Virginia
$268K – – –
AFG
374
Atomi Financial Group
New York
$268K -$8.2K -195 -3%
PGIM
375
Pacific Global Investment Management
California
$263K -$15.5K -369 -6%
13 14
15
16 17