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Equitable Holdings
EQH

448 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 192 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $8.68M | Put options by funds: $578K

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$857M)

6% more funds holding

Funds holding: 424 → 448 (+24)

3.17% less ownership

Funds ownership: 98.55% → 95.37% (-3.2%)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 192

Holders
448
Holders Change
+24
Holders Change %
+5.66%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
72
Increased
124
Reduced
192
Closed
44
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$70M
2
WP
Woodline Partners
California
+$40.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$30.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WMSA
451
Weiss Multi-Strategy Advisers
New York
– -$12.9M -387,121 Closed
Point72 Asset Management
452
Point72 Asset Management
Connecticut
– -$4.85M -145,554 Closed
CIP
453
Chartwell Investment Partners
Pennsylvania
– -$3.56M -107,010 Closed
Mercer Global Advisors
454
Mercer Global Advisors
Colorado
– -$3.06M -91,817 Closed
HAI
455
Hennessy Advisors Inc
California
– -$2.74M -82,400 Closed
CSS
456
Cubist Systematic Strategies
Connecticut
– -$2.42M -72,819 Closed
QCM
457
Qsemble Capital Management
New York
– -$1.48M -44,369 Closed
OTL
458
Oak Thistle LLC
New York
– -$1.45M -43,394 Closed
ZIM
459
Zacks Investment Management
Illinois
– -$901K -42,244 Closed
AIM
460
Aigen Investment Management
New York
– -$1.26M -37,970 Closed
EGM
461
Engineers Gate Manager
New York
– -$1.26M -37,718 Closed
SAM
462
Shell Asset Management
Netherlands
– -$1.21M -36,304 Closed
VCA
463
Verdence Capital Advisors
Maryland
– -$1.06M -31,849 Closed
PHK
464
Point72 Hong Kong
Hong Kong
– -$993K -29,822 Closed
HighTower Advisors
465
HighTower Advisors
Illinois
– -$984K -29,531 Closed
TI
466
Trexquant Investment
Connecticut
– -$834K -25,045 Closed
PP
467
Prudential plc
United Kingdom
– -$746K -22,398 Closed
SLAM
468
Swiss Life Asset Management
– -$594K -17,775 Closed
MC
469
Machina Capital
France
– -$479K -14,380 Closed
BFM
470
Boothbay Fund Management
New York
– -$468K -14,061 Closed
EIP
471
Epoch Investment Partners
New York
– -$461K -13,839 Closed
EP
472
Edgestream Partners
New Jersey
– -$440K -13,225 Closed
DTL
473
Dynamic Technology Lab
Singapore
– -$362K -10,883 Closed
SRL
474
Scientech Research LLC
New Jersey
– -$324K -9,739 Closed
VF
475
Virtu Financial
New York
– -$315K -9,458 Closed
16 17 18
19
20

EQH Hedge Fund Activity: Q1 2024 in Review

448 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2024, worth a combined $11.9B — up 7.7% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EQH positions and 44 closed out — a net gain of 28 holders — while 124 added to existing stakes and 192 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $70M. The largest seller was Wellington Management Group, cutting an estimated $131M.

  • 448 institutional investors held Equitable Holdings (EQH) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $11.9B of Equitable Holdings stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 72 funds opened new Equitable Holdings positions in Q1 2024 and 44 closed out, a net change of +28 holders.
  • The largest Equitable Holdings buyer in Q1 2024 was Viking Global Investors, an estimated $70M added.
  • The largest Equitable Holdings seller in Q1 2024 was Wellington Management Group, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2024.