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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
$416M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$74.1M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$69.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.9M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$386M
2
Viking Global Investors
Viking Global Investors
Connecticut
$36.1M
3
SC
Sessa Capital
New York
$121M
4
BlackRock
BlackRock
New York
$1.4B
5
Citadel Advisors
Citadel Advisors
Florida
$84.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
426
VanEck Associates
New York
$127K -$6.7K -142 -5%
VIA
427
Virtus Investment Advisers
Connecticut
$123K +$123K +2,600 New
AAM
428
Advisors Asset Management
Colorado
$122K -$3.02K -64 -2%
SIA
429
Sit Investment Associates
Minnesota
$116K -$14.7K -310 -11%
BTI
430
Blue Trust Inc
Georgia
$116K -$259K -5,489 -69%
GWP
431
Gen-Wealth Partners
Michigan
$99.1K – – –
UB
432
UMB Bank
Missouri
$92.2K +$19.1K +404 +26%
GLF
433
Groupe la Francaise
France
$88.7K +$88.7K +1,879 New
PS
434
Principal Securities
Iowa
$85.1K +$38.5K +817 +83%
Citadel Advisors
435
Citadel Advisors
Florida
$84.3K -$47.3M -1,001,724 -100%
SAM
436
Smartleaf Asset Management
Massachusetts
$80.2K +$19.2K +409 +32%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$79.7K +$59.7K +1,265 +298%
ZB
438
Zions Bancorporation
Utah
$77.8K – – –
QCG
439
Quadrant Capital Group
Ohio
$75.1K -$3.4K -72 -4%
RA
440
Rise Advisors
New York
$73.6K -$7.78K -165 -10%
AAP
441
Arax Advisory Partners
Colorado
$69.7K +$896 +19 +1%
ME
442
McIlrath & Eck
Washington
$65.4K +$39.7K +841 +154%
GRP
443
Global Retirement Partners
California
$62.5K -$7.31K -155 -10%
CIAM
444
Caitong International Asset Management
Hong Kong
$60.6K +$60.6K +1,285 New
QL
445
Quarry LP
New York
$60.4K -$326K -6,901 -84%
LI
446
LRI Investments
Florida
$57K – – –
FFA
447
Farther Finance Advisors
California
$56.9K -$6.6K -140 -10%
MB
448
Mizuho Bank
Japan
$53.3K +$20.3K +430 +61%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$50.1K +$4.76K +101 +10%
LC
450
Lindbrook Capital
California
$46.3K -$1.04K -22 -2%
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