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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$78.2M
2
WP
2
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$55.4M +$4.44M +116,732 +9%
Goldman Sachs
27
Goldman Sachs
New York
$54.1M -$45.3M -1,190,513 -46%
UBS AM
28
UBS AM
Illinois
$53.9M -$3.03M -79,727 -5%
Marshall Wace
29
Marshall Wace
United Kingdom
$52M -$14.6M -383,918 -22%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$51.6M -$3.48M -91,444 -6%
Principal Financial Group
31
Principal Financial Group
Iowa
$47.5M +$206K +5,419 +0.4%
WP
32
Woodline Partners
California
$45.4M +$45.4M +1,194,736 New
Lazard Asset Management
33
Lazard Asset Management
New York
$43.3M +$30.1K +791 +0.1%
Ameriprise
34
Ameriprise
Minnesota
$42.2M +$1.85M +48,771 +5%
PFC
35
Poplar Forest Capital
California
$39.8M -$771K -20,279 -2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$38.5M -$2.76M -72,600 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$38.5M -$378K -9,954 -1%
Deutsche Bank
38
Deutsche Bank
Germany
$37.6M +$1.44M +37,834 +4%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$37.5M +$37.5M +987,769 New
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$33.3M +$33.3M +877,235 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.8M -$399K -10,493 -1%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$31.9M -$14.3K -376 -0%
GC
43
Gillson Capital
Illinois
$30.6M +$30.6M +805,000 New
AU
44
Algebris (UK)
United Kingdom
$27.3M -$36.3M -1,029,577 -57%
Swedbank
45
Swedbank
Sweden
$27.2M +$286K +7,515 +1%
CS
46
Credit Suisse
Switzerland
$26.1M -$4.17M -109,654 -14%
Amundi
47
Amundi
France
$25.6M +$1.63M +44,986 +7%
Franklin Resources
48
Franklin Resources
California
$25.4M +$17.4M +457,373 +217%
IP
49
Interval Partners
New York
$24.6M +$11.3M +298,139 +85%
Citadel Advisors
50
Citadel Advisors
Florida
$24.2M -$2.36M -61,961 -9%
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