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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 %
EI
351
Ellevest Inc
New York
$453K -$17.8K -377 -4%
Truist Financial
352
Truist Financial
North Carolina
$451K +$12.1K +257 +3%
FTWA
353
Fifth Third Wealth Advisors
Ohio
$450K -$6.04K -128 -1%
FFG
354
Fiduciary Financial Group
California
$440K -$23.8K -495 -5%
AC
355
Allstate Corporation
Illinois
$431K +$431K +9,130 New
LAM
356
LECAP Asset Management
United Kingdom
$431K -$1.7M -35,975 -80%
EF
357
Empowered Funds
Pennsylvania
$417K +$417K +8,833 New
CL
358
Choreo LLC
Illinois
$411K +$8.66K +184 +2%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$410K +$127K +2,694 +45%
CIM
360
Cambria Investment Management
California
$408K -$18.2K -385 -4%
US Bancorp
361
US Bancorp
Minnesota
$405K +$14.3K +303 +4%
HFM
362
Harvest Fund Management
China
$404K +$402K +8,531 +23,697%
GI
363
GAMMA Investing
California
$397K +$45.1K +957 +13%
RBC
364
Romano Brothers & Co
Illinois
$386K – – –
VAS
365
Vestmark Advisory Solutions
Massachusetts
$379K +$379K +8,027 New
SI
366
Seeds Investor
New York
$373K +$35.3K +748 +10%
MOS
367
MGO One Seven
Ohio
$372K +$2.22K +47 +0.6%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$367K +$77.1K +1,634 +27%
QOP
369
Quinn Opportunity Partners
Virginia
$367K – – –
MC
370
Maverick Capital
Texas
$364K -$1.58M -33,391 -81%
AC
371
AXQ Capital
New Jersey
$361K +$361K +7,650 New
IGAM
372
iA Global Asset Management
Quebec, Canada
$357K +$7.18K +152 +2%
BFG
373
Bleakley Financial Group
New Jersey
$341K -$2.69K -57 -0.8%
Rafferty Asset Management
374
Rafferty Asset Management
New York
$338K -$10.2K -216 -3%
KCM
375
Kathmere Capital Management
Pennsylvania
$318K +$2.22K +47 +0.7%
13 14
15
16 17