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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$78.2M
2
WP
Woodline Partners
California
+$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
451
Chartwell Investment Partners
Pennsylvania
– -$3.56M -107,010 Closed
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
– -$3.06M -91,817 Closed
HAI
453
Hennessy Advisors Inc
California
– -$2.74M -82,400 Closed
CSS
454
Cubist Systematic Strategies
Connecticut
– -$2.42M -72,819 Closed
QCM
455
Qsemble Capital Management
New York
– -$1.48M -44,369 Closed
OTL
456
Oak Thistle LLC
New York
– -$1.45M -43,394 Closed
ZIM
457
Zacks Investment Management
Illinois
– -$901K -42,244 Closed
AIM
458
Aigen Investment Management
New York
– -$1.26M -37,970 Closed
EGM
459
Engineers Gate Manager
New York
– -$1.26M -37,718 Closed
SAM
460
Shell Asset Management
Netherlands
– -$1.21M -36,304 Closed
VCA
461
Verdence Capital Advisors
Maryland
– -$1.06M -31,849 Closed
PHK
462
Point72 Hong Kong
Hong Kong
– -$993K -29,822 Closed
HighTower Advisors
463
HighTower Advisors
Illinois
– -$984K -29,531 Closed
TI
464
Trexquant Investment
Connecticut
– -$834K -25,045 Closed
PP
465
Prudential plc
United Kingdom
– -$746K -22,398 Closed
MC
466
Machina Capital
France
– -$479K -14,380 Closed
BFM
467
Boothbay Fund Management
New York
– -$468K -14,061 Closed
EIP
468
Epoch Investment Partners
New York
– -$461K -13,839 Closed
EP
469
Edgestream Partners
New Jersey
– -$440K -13,225 Closed
DTL
470
Dynamic Technology Lab
Singapore
– -$362K -10,883 Closed
SRL
471
Scientech Research LLC
New Jersey
– -$324K -9,739 Closed
VF
472
Virtu Financial
New York
– -$315K -9,458 Closed
TFS
473
Thoroughbred Financial Services
Tennessee
– -$262K -7,894 Closed
CAPTRUST Financial Advisors
474
CAPTRUST Financial Advisors
North Carolina
– -$247K -7,432 Closed
Vontobel Holding
475
Vontobel Holding
Switzerland
– -$232K -6,979 Closed
16 17 18
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