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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 %
FFA
376
Farther Finance Advisors
California
$35.7K +$37 +1 +0.1%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$35.4K +$760 +20 +2%
SPIA
378
Steward Partners Investment Advisory
New York
$33.2K +$2.32K +61 +8%
GRP
379
Global Retirement Partners
California
$32.9K -$11.1K -293 -25%
BTI
380
Blue Trust Inc
Georgia
$31.2K -$16.7K -440 -35%
UB
381
UMB Bank
Missouri
$29.6K +$3.12K +82 +12%
NCTC
382
New Covenant Trust Company
Indiana
$28.3K +$28.3K +744 New
CA
383
Continuum Advisory
Idaho
$27.9K +$27.9K +705 New
DMBA
384
Deseret Mutual Benefit Administrators
Utah
$25.1K -$7.83K -206 -24%
PA
385
Parallel Advisors
California
$24.5K +$1.07K +28 +5%
AssetMark Inc
386
AssetMark Inc
California
$22.8K – – –
CAM
387
ClariVest Asset Management
California
$20.2K +$2.66K +70 +15%
PTC
388
Private Trust Company
Ohio
$16.5K – – –
ME
389
McIlrath & Eck
Washington
$16K – – –
PS
390
Principal Securities
Iowa
$15.9K -$5.93K -156 -27%
C
391
Covestor
United Kingdom
$15K -$75 -2 -0.5%
BBHC
392
Brown Brothers Harriman & Co
New York
$14K – – –
NA
393
NewEdge Advisors
Louisiana
$12.4K +$76 +2 +0.6%
QL
394
Quarry LP
New York
$12.4K -$74K -1,948 -86%
AWM
395
Avior Wealth Management
Nebraska
$11.6K +$11.6K +305 New
HNB
396
Huntington National Bank
Ohio
$10.1K +$4.68K +123 +87%
VWM
397
Venturi Wealth Management
Texas
$10K +$10K +264 New
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$9.58K -$3.61K -95 -27%
SAM
399
Smartleaf Asset Management
Massachusetts
$9.49K +$1.18K +31 +14%
JWA
400
JFS Wealth Advisors
Pennsylvania
$9.47K – – –
14 15
16
17 18