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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
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
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
401
Lazard Asset Management
New York
$130K -$944 -23 -0.7%
VanEck Associates
402
VanEck Associates
New York
$129K +$6.61K +161 +6%
BIG
403
Brooklyn Investment Group
New York
$124K +$121K +2,953 New
SIA
404
Sit Investment Associates
Minnesota
$116K -$96K -2,340 -46%
QC
405
Quent Capital
New York
$112K -$9.77K -238 -8%
AAM
406
Advisors Asset Management
Colorado
$111K -$2.58K -63 -2%
EWA
407
EverSource Wealth Advisors
Alabama
$110K +$287 +7 +0.3%
Jones Financial Companies
408
Jones Financial Companies
Missouri
$105K +$2.87K +70 +3%
GWP
409
Gen-Wealth Partners
Michigan
$97K – – –
CSS
410
Cubist Systematic Strategies
Connecticut
$91.4K -$73K -1,780 -45%
ACM
411
Aster Capital Management
United Arab Emirates
$85.5K +$83.5K +2,034 New
RA
412
Rise Advisors
New York
$72.5K +$451 +11 +0.6%
QCG
413
Quadrant Capital Group
Ohio
$70K – – –
ZB
414
Zions Bancorporation
Utah
$69.3K – – –
AF
415
Advisornet Financial
Minnesota
$66.1K +$1.68K +41 +3%
UB
416
UMB Bank
Missouri
$65.1K +$29.5K +718 +86%
GRP
417
Global Retirement Partners
California
$62.2K +$6.24K +152 +11%
AAP
418
Arax Advisory Partners
Colorado
$61.3K – – –
LI
419
LRI Investments
Florida
$57.6K +$3.98K +97 +9%
FFA
420
Farther Finance Advisors
California
$56.6K -$58.1K -1,416 -51%
SAM
421
Smartleaf Asset Management
Massachusetts
$54.5K +$29.3K +714 +122%
CWA
422
Carolina Wealth Advisors
South Carolina
$48.5K +$47.3K +1,153 New
LC
423
Lindbrook Capital
California
$42.2K – – –
PS
424
Principal Securities
Iowa
$41.5K +$18.3K +446 +82%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$40.4K +$3.53K +86 +10%
15 16
17
18 19

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.