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Equitable Holdings
EQH

Overview Fund Activity

378 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 164 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
164
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M

Top Buyers

1
SC
1
Sessa Capital
New York
$304M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$564M
3
Citadel Advisors
3
Citadel Advisors
Florida
$100M
4
Norges Bank
4
Norges Bank
Norway
$560M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$40.7M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$807M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$43.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$55.9M 2,059,880 -48,893 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$55.5M 2,041,771 -185,806 -8%
Legal & General Group
28
Legal & General Group
United Kingdom
$51.8M 1,905,394 -62,523 -3%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$51M 1,879,106 +34,025 +2%
Ameriprise
30
Ameriprise
Minnesota
$50.1M 1,843,151 +231,561 +14%
UBS AM
31
UBS AM
Illinois
$44.8M 1,764,461 – –
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$43.3M 1,595,786 -3,230,703 -67%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$40.7M 1,500,000 +1,500,000 New
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$39.9M 1,470,753 -205,122 -12%
MME
35
Meag Munich Ergo
Germany
$36.3M 1,337,772 +206,799 +18%
PFC
36
Poplar Forest Capital
California
$35.3M 1,298,094 +112,655 +10%
Swiss National Bank
37
Swiss National Bank
Switzerland
$35.2M 1,296,600 +1,296,600 New
GC
38
Gillson Capital
Illinois
$32.7M 1,202,894 -233,347 -16%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$32.2M 1,186,439 +1,138,830 +2,392%
Millennium Management
40
Millennium Management
New York
$28.2M 1,039,273 +867,905 +506%
Swedbank
41
Swedbank
Sweden
$27.2M 1,001,942 +32,966 +3%
Goldman Sachs
42
Goldman Sachs
New York
$25.3M 929,891 -295,078 -24%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$24.4M 896,729 -202,644 -18%
Deutsche Bank
44
Deutsche Bank
Germany
$23.4M 861,678 -197,786 -19%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$23.1M 846,802 +405,770 +92%
CS
46
Credit Suisse
Switzerland
$22.9M 844,103 -51,819 -6%
AQR Capital Management
47
AQR Capital Management
Connecticut
$19.2M 708,451 -197,437 -22%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$18.4M 679,197 -79,319 -10%
Barclays
49
Barclays
United Kingdom
$17.1M 628,532 -26,594 -4%
Lazard Asset Management
50
Lazard Asset Management
New York
$17M 625,924 +17,009 +3%
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