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Equitable Holdings
EQH

Overview Fund Activity

384 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 41 closing their positions.

Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
6.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
147
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$764M
2
Goldman Sachs
2
Goldman Sachs
New York
$72.4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
4
IP
4
Interval Partners
New York
$20M
5
Millennium Management
5
Millennium Management
New York
$43M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$489M
2
Citadel Advisors
2
Citadel Advisors
Florida
$35.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$922M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
GC
5
Gillson Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$56.7M -$1.22M -42,968 -2%
Legal & General Group
27
Legal & General Group
United Kingdom
$52.3M -$1.75M -61,792 -3%
UBS AM
28
UBS AM
Illinois
$44.7M -$5.36M -188,868 -11%
Millennium Management
29
Millennium Management
New York
$43M +$13.5M +475,454 +46%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$42.9M -$2.37M -83,409 -5%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$42.8M +$9.07M +319,638 +27%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$42.5M -$10.9M -382,392 -20%
PFC
33
Poplar Forest Capital
California
$42.3M +$5.41M +190,501 +15%
MME
34
Meag Munich Ergo
Germany
$41.2M +$3.26M +115,004 +9%
Ameriprise
35
Ameriprise
Minnesota
$40.7M -$11.6M -409,855 -22%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$38M -$23.4M -824,913 -38%
Citadel Advisors
37
Citadel Advisors
Florida
$35.9M -$69.1M -2,434,743 -66%
Swiss National Bank
38
Swiss National Bank
Switzerland
$32.6M -$4.26M -149,900 -12%
Lazard Asset Management
39
Lazard Asset Management
New York
$26.7M +$8.93M +314,468 +50%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$24.9M -$603K -21,246 -2%
Swedbank
41
Swedbank
Sweden
$23.7M -$4.7M -165,705 -17%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$23M -$1.76M -60,256 -7%
CS
43
Credit Suisse
Switzerland
$22.7M -$1.31M -46,265 -5%
AQR Capital Management
44
AQR Capital Management
Connecticut
$22.6M +$2.53M +89,110 +13%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$20.2M -$21.6M -760,784 -52%
IP
46
Interval Partners
New York
$20M +$14.7M +518,046 +276%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$19.8M +$559K +19,692 +3%
Deutsche Bank
48
Deutsche Bank
Germany
$17.9M -$6.54M -230,227 -27%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$17.7M +$323K +11,391 +2%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$17.7M +$7.72M +272,038 +78%
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