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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 %
BC
451
Bayforest Capital
United Kingdom
$43.7K +$43.7K +927 New
IA
452
IFP Advisors
Florida
$39.8K +$5.85K +124 +17%
AssetMark Inc
453
AssetMark Inc
California
$37.7K +$9.39K +199 +33%
Bessemer Group
454
Bessemer Group
New Jersey
$32K +$16.9K +357 +111%
PA
455
Parallel Advisors
California
$29.6K +$47 +1 +0.2%
CA
456
Continuum Advisory
Idaho
$26.7K -$1.84K -39 -6%
VCM
457
Versant Capital Management
Arizona
$25.1K +$16.6K +352 +196%
MCM
458
MAI Capital Management
Ohio
$24.7K +$24.7K +525 New
HI
459
Harbour Investments
Wisconsin
$24.4K -$189 -4 -0.8%
LFA
460
LGT Financial Advisors
Texas
$24.2K +$24.2K +514 New
WA
461
WPG Advisers
Maryland
$24.1K +$24.1K +510 New
WTC
462
WhitTier Trust Company
Nevada
$22.7K +$3.35K +71 +17%
GWM
463
Geneos Wealth Management
Colorado
$21.6K -$1.7K -36 -7%
C
464
Covestor
United Kingdom
$21K -$9.9K -207 -32%
BBHC
465
Brown Brothers Harriman & Co
New York
$20.8K -$6.79K -144 -25%
WT
466
Whittier Trust
California
$20.7K – – –
PTC
467
Private Trust Company
Ohio
$20.5K – – –
WA
468
Whipplewood Advisors
Colorado
$17.5K +$17.5K +372 New
MG
469
Mather Group
Illinois
$14.6K +$2.83K +60 +24%
HNB
470
Huntington National Bank
Ohio
$12.5K -$1.93K -41 -13%
JWA
471
JFS Wealth Advisors
Pennsylvania
$12.3K +$189 +4 +2%
ETC
472
Exchange Traded Concepts
Oklahoma
$11.9K +$11.9K +253 New
HIA
473
Harbor Investment Advisory
Maryland
$11.1K – – –
ACM
474
Aster Capital Management
United Arab Emirates
$9.91K -$86K -1,824 -90%
MAM
475
Meeder Asset Management
Ohio
$9.43K -$755 -16 -7%
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