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Equitable Holdings
EQH

Overview Fund Activity

351 hedge funds and large institutions have $10.5B invested in Equitable Holdings in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 96 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+45
Holders Change %
+14.71%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
80
Increased
96
Reduced
143
Closed
34
Calls
$41.1M
Puts
$27.3M
Net Calls
+$13.8M
Net Calls Change
+$16.2M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$99.1M
2
Fidelity International
Fidelity International
Bermuda
$112M
3
CM
Conifer Management
New York
$230M
4
BlackRock
BlackRock
New York
$931M
5
CCMG
Clark Capital Management Group
Pennsylvania
$34.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$71.8M
2
TIM
Thornburg Investment Management
New Mexico
$224M
3
AL
AJO LP
Pennsylvania
$0
4
Prudential Financial
Prudential Financial
New Jersey
$5.12M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$64.6M -$2.07M -81,073 -3%
Bank of America
27
Bank of America
North Carolina
$62.5M -$5M -195,194 -7%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$56.3M +$3.1M +120,978 +6%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$53M -$5.94M -231,935 -10%
Charles Schwab
30
Charles Schwab
California
$52M +$1.28M +49,863 +3%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$51.3M +$20.1M +784,104 +64%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$44.4M +$10.1M +396,404 +30%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$42.3M -$5.65M -220,685 -12%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$40.9M -$17.7M -690,215 -30%
PFC
35
Poplar Forest Capital
California
$39.7M -$7.79M -304,297 -16%
AIM
36
Artemis Investment Management
United Kingdom
$39.4M -$1.82M -70,989 -4%
UBS AM
37
UBS AM
Illinois
$34.9M +$1.94M +76,004 +6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$34.5M +$33.3M +1,299,511 +2,648%
Millennium Management
39
Millennium Management
New York
$33M -$598K -23,355 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$32.9M -$22.4M -874,139 -40%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$30.7M -$5.53M -216,041 -15%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$30.5M -$1.78M -69,720 -6%
Morgan Stanley
43
Morgan Stanley
New York
$28.9M +$16.3M +637,218 +129%
SM
44
Soapstone Management
Maryland
$28.1M +$3.2M +125,000 +13%
PPA
45
Parametric Portfolio Associates
Washington
$27.2M +$1.4M +54,606 +5%
Wells Fargo
46
Wells Fargo
California
$27.1M -$693K -27,067 -2%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$26.6M +$15M +587,960 +130%
CS
48
Credit Suisse
Switzerland
$26.4M -$8.24M -322,153 -24%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$24.7M -$72K -2,815 -0.3%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$23.9M -$12.9M -504,475 -35%
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