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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 %
CIBC World Market
376
CIBC World Market
Ontario, Canada
$258K -$33.6K -799 -12%
HCA
377
Hyperion Capital Advisors
New York
$255K -$8.41M -200,000 -97%
AWE
378
Avidian Wealth Enterprises
Texas
$255K +$5.46K +130 +2%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$252K +$76.6K +1,823 +44%
SCM
380
Sterling Capital Management
North Carolina
$251K +$251K +5,964 New
RIM
381
Rakuten Investment Management
Japan
$250K +$60.6K +1,444 +32%
SPA
382
Sherbrooke Park Advisers
New York
$250K +$250K +5,941 New
GCP
383
GSA Capital Partners
United Kingdom
$243K +$243K +5,772 New
S
384
SignatureFD
Georgia
$235K – – –
Commonwealth Equity Services
385
Commonwealth Equity Services
Massachusetts
$234K -$5.35M -127,396 -96%
VI
386
Vestcor Inc
New Brunswick, Canada
$218K – – –
William Blair & Company
387
William Blair & Company
Illinois
$217K +$42 +1 +0%
CCM
388
Coldstream Capital Management
Washington
$215K +$215K +5,058 New
PWP
389
Phillips Wealth Planners
Mississippi
$208K +$208K +4,660 New
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$203K +$9.37K +223 +5%
PI
391
PEAK6 Investments
Illinois
$185K +$185K +4,400 New
ACA
392
Atlas Capital Advisors
Wyoming
$182K -$248K -5,897 -58%
VSQM
393
V-Square Quantitative Management
Illinois
$168K +$630 +15 +0.4%
CT
394
Colonial Trust
South Carolina
$168K – – –
OAM
395
Ostrum Asset Management
France
$163K +$1.98K +47 +1%
CPG
396
Cornerstone Planning Group
New Jersey
$151K -$1.65K -36 -1%
Osaic Holdings
397
Osaic Holdings
Arizona
$133K -$81.6K -1,941 -38%
Lazard Asset Management
398
Lazard Asset Management
New York
$130K -$960 -23 -0.7%
VanEck Associates
399
VanEck Associates
New York
$129K +$7.33K +161 +6%
BIG
400
Brooklyn Investment Group
New York
$124K +$124K +2,953 New
14 15
16
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