EQH icon

Equitable Holdings

421 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+37
Holders Change %
+9.64%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
83
Increased
136
Reduced
151
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$69.7M +$19.5M +585,843 +39%
Legal & General Group
27
Legal & General Group
United Kingdom
$62.7M +$1.26M +37,975 +2%
Marshall Wace
28
Marshall Wace
United Kingdom
$58.4M +$58.4M +1,753,110 New
UBS AM
29
UBS AM
Illinois
$49.9M -$2.58M -77,497 -5%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$48.3M -$2.11M -63,289 -4%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$44.7M +$43.7M +1,313,735 +4,824%
Principal Financial Group
32
Principal Financial Group
Iowa
$41.4M +$38M +1,139,814 +1,105%
AU
33
Algebris (UK)
United Kingdom
$38.7M +$26.3M +1,225,449 +212%
Lazard Asset Management
34
Lazard Asset Management
New York
$37.9M +$6.6M +198,097 +21%
Swiss National Bank
35
Swiss National Bank
Switzerland
$36.2M -$2.01M -60,500 -5%
ClearBridge Investments
36
ClearBridge Investments
New York
$36M -$61.3M -1,840,486 -63%
PFC
37
Poplar Forest Capital
California
$35.6M -$14M -420,858 -28%
Ameriprise
38
Ameriprise
Minnesota
$35.4M -$12.4M -370,881 -26%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$34.1M +$17.9M +538,801 +111%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$32.9M -$16.9M -508,252 -34%
Deutsche Bank
41
Deutsche Bank
Germany
$31.7M +$10.6M +319,445 +51%
Barclays
42
Barclays
United Kingdom
$31.4M +$14.4M +431,838 +84%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.1M +$9.36M +280,975 +47%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$28M -$1.18M -35,565 -4%
CS
45
Credit Suisse
Switzerland
$26.5M -$93.9K -2,821 -0.4%
Swedbank
46
Swedbank
Sweden
$23.6M -$4.24M -127,190 -15%
Citadel Advisors
47
Citadel Advisors
Florida
$23.3M -$18.8M -564,958 -45%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$22.1M -$1.16M -34,779 -5%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$21.6M +$5.42M +162,895 +33%
Amundi
50
Amundi
France
$21.6M +$5.51M +168,993 +34%