Equitable Holdings
397 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 151 reducing their positions, and 35 closing their positions.
83% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 35
6% more capital invested
Capital invested by funds: $11.9B → $12.6B (+$770M)
6% more funds holding
Funds holding: 374 → 397 (+23)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1.82% less ownership
Funds ownership: 96.98% → 95.16% (-1.8%)
11% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 151
35% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $27.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
+$44.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$28M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25.4M |
| 4 |
N
Natixis
Paris,
France
|
+$23.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$89.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$68.6M |
| 3 |
BlackRock
New York
|
-$66M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$53.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$52.3M |
EQH Hedge Fund Activity: Q4 2021 in Review
397 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2021, worth a combined $12.6B — up 6.5% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new EQH positions and 35 closed out — a net gain of 29 holders — while 134 added to existing stakes and 151 trimmed.
The largest buyer was Samlyn Capital, adding an estimated $44.4M. The largest seller was Point72 Asset Management, cutting an estimated $89.3M.
- 397 institutional investors held Equitable Holdings (EQH) as of Q4 2021, up from 374 in Q3 2021.
- Funds reported $12.6B of Equitable Holdings stock for Q4 2021, up 6.5% quarter-over-quarter.
- 64 funds opened new Equitable Holdings positions in Q4 2021 and 35 closed out, a net change of +29 holders.
- The largest Equitable Holdings buyer in Q4 2021 was Samlyn Capital, an estimated $44.4M added.
- The largest Equitable Holdings seller in Q4 2021 was Point72 Asset Management, an estimated $89.3M sold.
Based on aggregated 13F filings for Q4 2021.