EQH icon

Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.1M
3
BlackRock
3
BlackRock
New York
$849M
4
GC
4
Gillson Capital
Illinois
$36.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$48.1M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.1M
5
SC
5
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$63.8M -$11.6M -455,551 -15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$56.6M -$1.11M -43,715 -2%
Charles Schwab
28
Charles Schwab
California
$53.5M +$201K +7,908 +0.4%
Legal & General Group
29
Legal & General Group
United Kingdom
$50M -$1.85M -72,710 -4%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$48.1M -$111M -4,382,393 -70%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$46.8M +$12.7M +499,087 +37%
UBS AM
32
UBS AM
Illinois
$44.8M +$2.96M +116,509 +7%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$42.6M +$5.04M +198,533 +13%
Ameriprise
34
Ameriprise
Minnesota
$40.9M +$9.8M +386,162 +32%
GC
35
Gillson Capital
Illinois
$36.5M +$23.8M +939,065 +189%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$32.1M +$32.1M +1,265,901 New
Goldman Sachs
37
Goldman Sachs
New York
$31.1M -$45.3M -1,785,008 -59%
PFC
38
Poplar Forest Capital
California
$30.1M +$1.21M +47,845 +4%
WCM
39
Wedge Capital Management
North Carolina
$29.1M +$2.61M +102,933 +10%
MME
40
Meag Munich Ergo
Germany
$28.7M -$90.7K -3,574 -0.3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$27.9M +$24.1K +949 +0.1%
Amundi
42
Amundi
France
$27.4M +$471K +19,399 +2%
Deutsche Bank
43
Deutsche Bank
Germany
$26.9M -$36.6M -1,442,727 -58%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
$25.4M -$3.86M -151,891 -13%
Swedbank
45
Swedbank
Sweden
$24.6M +$30K +1,180 +0.1%
Citadel Advisors
46
Citadel Advisors
Florida
$23.6M +$23.4M +919,740 +9,467%
SO
47
STRS Ohio
Ohio
$23.3M +$2.78M +109,313 +14%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$22.8M +$21.5M +846,566 +1,683%
CS
49
Credit Suisse
Switzerland
$22.7M -$3.58M -140,884 -14%
PAM
50
Panagora Asset Management
Massachusetts
$22.5M +$1.78M +70,175 +9%
1
2
3 4 5