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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
3
BlackRock
BlackRock
New York
+$31.1M
4
GC
Gillson Capital
Illinois
+$23.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$111M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
4
Goldman Sachs
Goldman Sachs
New York
-$45.3M
5
SC
Samlyn Capital
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
401
Janney Montgomery Scott
Pennsylvania
– -$2.64M -91,973 Closed
CCM
402
Cinctive Capital Management
New York
– -$2.27M -79,120 Closed
EI
403
Ethic Inc
New York
– -$1.94M -67,484 Closed
TA
404
TKG Advisors
Indiana
– -$1.81M -63,165 Closed
RIM
405
Redwood Investment Management
Arizona
– -$1.46M -51,013 Closed
Mackenzie Financial
406
Mackenzie Financial
Ontario, Canada
– -$1.38M -47,932 Closed
GLA
407
Great Lakes Advisors
Illinois
– -$1.12M -38,960 Closed
WBC
408
Westpac Banking Corp
Australia
– -$1.07M -37,309 Closed
UIM
409
USS Investment Management
United Kingdom
– -$895K -31,200 Closed
RA
410
Royce & Associates
New York
– -$861K -30,000 Closed
PL
411
Polianta Ltd
Jersey
– -$691K -24,100 Closed
YIH
412
Y-Intercept (HK)
Hong Kong
– -$636K -22,165 Closed
PMEF
413
Point72 Middle East FZE
United Arab Emirates
– -$601K -20,929 Closed
MHS
414
M Holdings Securities
Oregon
– -$587K -20,469 Closed
BC
415
Bridgefront Capital
Texas
– -$532K -18,522 Closed
Brown Advisory
416
Brown Advisory
Maryland
– -$482K -16,785 Closed
MM
417
MQS Management
New York
– -$468K -16,312 Closed
EA
418
Ellsworth Advisors
Ohio
– -$425K -14,017 Closed
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
– -$389K -13,541 Closed
Jacobs Levy Equity Management
420
Jacobs Levy Equity Management
New Jersey
– -$376K -13,089 Closed
BFM
421
Boothbay Fund Management
New York
– -$374K -13,015 Closed
AT
422
Arden Trust
Delaware
– -$337K -11,736 Closed
SW
423
SVB Wealth
Massachusetts
– -$336K -11,708 Closed
BPC
424
Banque Pictet & Cie
Switzerland
– -$327K -11,382 Closed
AC
425
Allstate Corporation
Illinois
– -$326K -11,345 Closed
15 16
17
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