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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$94.5M
2
OCAM
2
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
EIP
5
Epoch Investment Partners
New York
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$96.9M 3,183,643 -260,933 -8%
Franklin Resources
27
Franklin Resources
California
$94.5M 3,104,050 +3,073,138 +9,942%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$89M 2,921,618 +1,664,002 +132%
OCAM
29
Owl Creek Asset Management
New York
$86.4M 2,837,409 +2,837,409 New
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$84M 2,758,081 +824,997 +43%
Bank of America
31
Bank of America
North Carolina
$83.7M 2,747,091 +250,109 +10%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$79.1M 2,596,303 +1,549,210 +148%
Northern Trust
33
Northern Trust
Illinois
$76.4M 2,510,076 -268,084 -10%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$75.3M 2,472,764 -236,861 -9%
Morgan Stanley
35
Morgan Stanley
New York
$72.6M 2,383,749 +862,470 +57%
Legal & General Group
36
Legal & General Group
United Kingdom
$70.8M 2,326,128 -175,188 -7%
AIM
37
Artemis Investment Management
United Kingdom
$69.2M 2,270,937 -1,084,795 -32%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$67.7M 2,225,289 +35,242 +2%
Charles Schwab
39
Charles Schwab
California
$61.2M 2,009,036 -3,165 -0.2%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$55.2M 1,813,500 +1,076,500 +146%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$55.1M 1,807,970 -82,635 -4%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$52.1M 1,711,555 -299,026 -15%
Renaissance Technologies
43
Renaissance Technologies
New York
$50.4M 1,656,200 +1,656,200 New
GC
44
GMT Capital
Georgia
$44.6M 1,463,500 +1,070,300 +272%
PFC
45
Poplar Forest Capital
California
$43.1M 1,415,423 -66,562 -4%
UBS AM
46
UBS AM
Illinois
$40.8M 1,339,599 -282,053 -17%
CCMG
47
Clark Capital Management Group
Pennsylvania
$40.2M 1,320,212 +13,979 +1%
Goldman Sachs
48
Goldman Sachs
New York
$39.4M 1,293,516 -2,333,132 -64%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$39M 1,281,917 +1,281,917 New
MCM
50
Moore Capital Management
New York
$35.9M 1,180,120 +17,993 +2%
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