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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$183M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$129M
3
Goldman Sachs
3
Goldman Sachs
New York
$118M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$101M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$195M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$695M
2
Invesco
2
Invesco
Georgia
$522M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$302M
4
TIM
4
Thornburg Investment Management
New Mexico
$190M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$101M +$73M +2,236,693 +261%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$90.9M -$13.8M -423,339 -13%
Northern Trust
28
Northern Trust
Illinois
$90.6M -$19M -581,781 -17%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$88.4M +$20.8M +637,095 +31%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$88.3M +$31.7M +975,050 +56%
Legal & General Group
31
Legal & General Group
United Kingdom
$81.6M -$1.22M -37,277 -1%
Bank of America
32
Bank of America
North Carolina
$81.5M +$1.84M +56,280 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$78.3M -$13.2M -405,091 -14%
EIP
34
Epoch Investment Partners
New York
$77.6M -$4.75M -145,489 -6%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$71.4M -$316K -9,702 -0.4%
Charles Schwab
36
Charles Schwab
California
$65.6M -$688K -21,106 -1%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$65.6M +$54.3M +1,663,204 +479%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$63.1M +$63.1M +1,933,084 New
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$61.7M +$7.78M +238,510 +14%
UBS AM
40
UBS AM
Illinois
$52.9M +$8.42M +258,129 +19%
Morgan Stanley
41
Morgan Stanley
New York
$49.6M +$12.8M +391,003 +35%
PFC
42
Poplar Forest Capital
California
$48.3M -$2.33M -71,312 -5%
SO
43
STRS Ohio
Ohio
$46.2M +$44.5M +1,364,390 +2,589%
Deutsche Bank
44
Deutsche Bank
Germany
$43.4M +$25.4M +777,629 +141%
CCMG
45
Clark Capital Management Group
Pennsylvania
$42.6M -$1.38M -42,353 -3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$41M -$11.2M -342,410 -21%
Wells Fargo
47
Wells Fargo
California
$39.8M +$5.23M +160,390 +15%
MCM
48
Moore Capital Management
New York
$37.9M +$7.66M +234,944 +25%
CCP
49
Clough Capital Partners
Massachusetts
$36M +$36M +1,102,200 New
PPA
50
Parametric Portfolio Associates
Washington
$35.1M +$449K +13,766 +1%
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