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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 %
MA
376
Mutual Advisors
Nebraska
$312K -$928 -18 -0.3%
AWE
377
Avidian Wealth Enterprises
Texas
$311K +$25.4K +538 +9%
AFG
378
Atomi Financial Group
New York
$310K +$9.86K +209 +3%
SC
379
Savant Capital
Illinois
$308K +$4.2K +89 +1%
RS
380
R Squared
Hong Kong
$308K +$308K +6,520 New
SGAM
381
Smith Group Asset Management
Texas
$305K +$305K +6,470 New
P
382
Pitcairn
Pennsylvania
$305K -$23.8K -505 -7%
AG
383
Ascent Group
Virginia
$304K +$3.21K +68 +1%
MMA
384
Miracle Mile Advisors
California
$295K +$295K +6,248 New
MYLI
385
Meiji Yasuda Life Insurance
Japan
$288K -$148K -3,130 -34%
UM
386
UniSuper Management
Australia
$288K -$1.38M -29,206 -83%
HCA
387
Hyperion Capital Advisors
New York
$286K – – –
PAM
388
Panagora Asset Management
Massachusetts
$284K +$284K +6,020 New
PCM
389
Polymer Capital Management
New York
$273K +$273K +5,781 New
Commonwealth Equity Services
390
Commonwealth Equity Services
Massachusetts
$268K +$4.68K +99 +2%
QC
391
Quantessence Capital
New York
$256K +$256K +5,422 New
NW
392
NewEdge Wealth
Pennsylvania
$245K +$245K +5,203 New
VI
393
Vestcor Inc
New Brunswick, Canada
$244K -$614 -13 -0.3%
CWA
394
Carolina Wealth Advisors
South Carolina
$244K +$190K +4,019 +349%
William Blair & Company
395
William Blair & Company
Illinois
$244K +$47 +1 +0%
SCM
396
Sterling Capital Management
North Carolina
$241K -$40.6K -860 -14%
CCM
397
Coldstream Capital Management
Washington
$239K +$802 +17 +0.3%
S
398
SignatureFD
Georgia
$236K -$28K -593 -11%
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$234K -$2.13M -45,162 -90%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$229K +$377 +8 +0.2%
14 15
16
17 18