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Equitable Holdings
EQH

Overview Fund Activity

304 hedge funds and large institutions have $8.13B invested in Equitable Holdings in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 103 reducing their positions, and 34 closing their positions.

Holders
304
Holders Change
+32
Holders Change %
+11.76%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
108
Reduced
103
Closed
34
Calls
$23.5M
Puts
$21.1M
Net Calls
+$2.43M
Net Calls Change
-$960K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$969M
2
CM
2
Conifer Management
New York
$94.5M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$116M
4
AIM
4
Artemis Investment Management
United Kingdom
$42.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$41.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$713M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.57M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$855M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$335M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$52.5M 2,719,300 -843,608 -24%
Legal & General Group
27
Legal & General Group
United Kingdom
$52.1M 2,701,808 +37,804 +1%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$50.7M 2,626,594 +333,092 +15%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$46.1M 2,388,140 -388,508 -14%
Bank of America
30
Bank of America
North Carolina
$45.7M 2,367,364 -1,209,282 -34%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$43.9M 2,277,539 +1,450,169 +175%
AQR Capital Management
32
AQR Capital Management
Connecticut
$43.3M 2,245,117 -148,311 -6%
AIM
33
Artemis Investment Management
United Kingdom
$42.6M 2,201,498 +2,201,498 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$42.6M 2,206,157 -13,475 -0.6%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$41.7M 2,163,582 +2,163,582 New
PFC
36
Poplar Forest Capital
California
$37.2M 1,925,906 +25,372 +1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$34.8M 1,802,582 +392,085 +28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31.6M 1,635,881 +1,556,117 +1,951%
Wells Fargo
39
Wells Fargo
California
$27.2M 1,410,774 +965,685 +217%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$27.1M 1,403,417 +620,997 +79%
JIM
41
Jupiter Investment Management
United Kingdom
$26.4M 1,366,945 -771,145 -36%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$25.3M 1,312,494 +241,148 +23%
UBS AM
43
UBS AM
Illinois
$25.1M 1,303,252 -293,000 -18%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$24.4M 1,263,902 +15,730 +1%
Man Group
45
Man Group
United Kingdom
$23.9M 1,237,961 +1,177,976 +1,964%
Charles Schwab
46
Charles Schwab
California
$22.7M 1,177,788 -3,582 -0.3%
PPA
47
Parametric Portfolio Associates
Washington
$19.6M 1,018,562 +282,780 +38%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$19.1M 989,659 -296,249 -23%
Millennium Management
49
Millennium Management
New York
$18.6M 963,740 +565,351 +142%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$18M 932,365 -12,506 -1%
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