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Equitable Holdings
EQH

386 hedge funds and large institutions have $9.46B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $2.25M

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 380 → 386 (+6)

1% more capital invested

Capital invested by funds: $9.35B → $9.46B (+$104M)

1.16% less ownership

Funds ownership: 97.01% → 95.85% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 149

Holders
386
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
149
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$69.2M
2
Goldman Sachs
Goldman Sachs
New York
+$45.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.3M
4
IP
Interval Partners
New York
+$14.6M
5
Millennium Management
Millennium Management
New York
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$100M
2
Citadel Advisors
Citadel Advisors
Florida
-$68.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$42.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$40.7M
5
GC
Gillson Capital
Illinois
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
376
Versant Capital Management
Arizona
$1.16K – – –
WT
377
Whittier Trust
California
$1.13K -$11.7K -414 -91%
Bessemer Group
378
Bessemer Group
New Jersey
$1K -$21.7K -770 -95%
CMP
379
Coston McIsaac & Partners
Maine
$1K – – –
AW
380
Avion Wealth
Texas
$1K +$480 +17 +44%
VNA
381
Valley National Advisers
Pennsylvania
$1K +$1.41K +50 New
GFPC
382
Global Financial Private Client
Florida
$906 – – –
TWP
383
TFO Wealth Partners
Ohio
$380 – – –
Twin Tree Management
384
Twin Tree Management
Texas
$284 -$1.02K -36 -78%
CA
385
Crewe Advisors
Utah
$142 +$141 +5 New
AWM
386
Abound Wealth Management
Tennessee
$29 – – –
Adage Capital Partners
387
Adage Capital Partners
Massachusetts
– -$40.7M -1,500,000 Closed
GC
388
Gillson Capital
Illinois
– -$32.7M -1,202,894 Closed
GT
389
Glenmede Trust
Pennsylvania
– -$12.7M -499,293 Closed
Walleye Capital
390
Walleye Capital
New York
– -$9.3M -342,485 Closed
Hudson Bay Capital Management
391
Hudson Bay Capital Management
Connecticut
– -$8.15M -300,000 Closed
AAF
392
Andra AP-fonden
Sweden
– -$7.1M -261,300 Closed
CCM
393
Cinctive Capital Management
New York
– -$7.09M -260,938 Closed
TC
394
TwinBeech Capital
New York
– -$6.97M -256,579 Closed
Holocene Advisors
395
Holocene Advisors
New York
– -$5.63M -207,220 Closed
HCMT
396
Highland Capital Management (Tennessee)
Tennessee
– -$4.13M -152,043 Closed
AG
397
Algert Global
California
– -$3.83M -141,014 Closed
QT
398
Quantbot Technologies
New York
– -$3.17M -116,891 Closed
VIA
399
Vident Investment Advisory
Georgia
– -$2.39M -87,959 Closed
DTL
400
Dynamic Technology Lab
Singapore
– -$2.14M -78,739 Closed
14 15
16
17 18

EQH Hedge Fund Activity: Q3 2023 in Review

386 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2023, worth a combined $9.46B — up 1.1% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EQH positions and 41 closed out — a net gain of 8 holders — while 124 added to existing stakes and 149 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $69.2M. The largest seller was Wellington Management Group, cutting an estimated $100M.

  • 386 institutional investors held Equitable Holdings (EQH) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $9.46B of Equitable Holdings stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 49 funds opened new Equitable Holdings positions in Q3 2023 and 41 closed out, a net change of +8 holders.
  • The largest Equitable Holdings buyer in Q3 2023 was Pzena Investment Management, an estimated $69.2M added.
  • The largest Equitable Holdings seller in Q3 2023 was Wellington Management Group, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2023.