Equitable Holdings
386 hedge funds and large institutions have $9.46B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 41 closing their positions.
148% more call options, than puts
Call options by funds: $5.58M | Put options by funds: $2.25M
20% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 41
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 380 → 386 (+6)
1% more capital invested
Capital invested by funds: $9.35B → $9.46B (+$104M)
1.16% less ownership
Funds ownership: 97.01% → 95.85% (-1.2%)
17% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 149
Top Buyers
| 1 |
Pzena Investment Management
New York
|
+$69.2M |
| 2 |
Goldman Sachs
New York
|
+$45.7M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$16.3M |
| 4 |
IP
Interval Partners
New York
|
+$14.6M |
| 5 |
Millennium Management
New York
|
+$13.4M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$100M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$68.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$40.7M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
-$32.7M |
EQH Hedge Fund Activity: Q3 2023 in Review
386 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2023, worth a combined $9.46B — up 1.1% from $9.35B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EQH positions and 41 closed out — a net gain of 8 holders — while 124 added to existing stakes and 149 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $69.2M. The largest seller was Wellington Management Group, cutting an estimated $100M.
- 386 institutional investors held Equitable Holdings (EQH) as of Q3 2023, up from 380 in Q2 2023.
- Funds reported $9.46B of Equitable Holdings stock for Q3 2023, up 1.1% quarter-over-quarter.
- 49 funds opened new Equitable Holdings positions in Q3 2023 and 41 closed out, a net change of +8 holders.
- The largest Equitable Holdings buyer in Q3 2023 was Pzena Investment Management, an estimated $69.2M added.
- The largest Equitable Holdings seller in Q3 2023 was Wellington Management Group, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2023.