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Equitable Holdings
EQH

Overview Fund Activity

272 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
61
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
$170M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$288M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$53.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$40.1M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.47M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$177M
4
Goldman Sachs
Goldman Sachs
New York
$45.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$38.6M +$2.11M +145,944 +6%
AQR Capital Management
27
AQR Capital Management
Connecticut
$34.6M -$13.3M -922,447 -28%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$33.4M +$7.24M +500,837 +28%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$33.1M +$6.56M +453,765 +25%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$32.1M +$487K +33,723 +2%
CS
31
Credit Suisse
Switzerland
$31.6M +$16.7M +1,153,969 +112%
JIM
32
Jupiter Investment Management
United Kingdom
$30.9M +$30.9M +2,138,090 New
PFC
33
Poplar Forest Capital
California
$27.5M +$1.03M +71,393 +4%
CM
34
Conifer Management
New York
$26M – – –
UBS AM
35
UBS AM
Illinois
$23.1M +$758K +52,440 +3%
GC
36
Gillson Capital
Illinois
$22.1M -$662K -45,778 -3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$20.4M +$7.8M +539,250 +62%
Allianz Asset Management
38
Allianz Asset Management
Germany
$20.1M +$10.6M +735,864 +112%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$18.6M +$14M +969,064 +306%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$18M +$3.6M +248,878 +25%
Charles Schwab
41
Charles Schwab
California
$17.1M -$5.31M -367,654 -24%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$16.7M -$2.75M -190,107 -14%
Ameriprise
43
Ameriprise
Minnesota
$15.7M +$2.55M +176,495 +19%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$15.5M +$1.38M +95,688 +10%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$13.7M -$3.29M -227,361 -19%
Axa
46
Axa
France
$13.5M +$334K +23,100 +3%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$12.9M +$529K +36,639 +4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$12.6M -$1.15M -79,300 -8%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$12.6M +$2.78M +192,312 +28%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$12M +$2.47M +170,715 +26%
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