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Equitable Holdings
EQH

Overview Fund Activity

488 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 42 closing their positions.

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.1%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
93
Increased
156
Reduced
175
Closed
42
Calls
$3.91M
Puts
$11.3M
Net Calls
-$7.35M
Net Calls Change
-$15.5M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$239M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$129M
3
ZIG
3
Zurich Insurance Group
Switzerland
$110M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$85.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$762M
2
BlackRock
2
BlackRock
New York
$1.08B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$861M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$202M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$88.5M +$30.5M +747,607 +53%
Charles Schwab
27
Charles Schwab
California
$85.7M -$1.15M -28,167 -1%
Alyeska Investment Group
28
Alyeska Investment Group
Illinois
$85.2M +$85.2M +2,086,293 New
Principal Financial Group
29
Principal Financial Group
Iowa
$80.5M +$29.5M +721,028 +58%
Legal & General Group
30
Legal & General Group
United Kingdom
$66.6M -$5.64M -138,089 -8%
Amundi
31
Amundi
France
$65.4M +$36.3M +884,904 +125%
SC
32
Samlyn Capital
New York
$63.3M +$63.3M +1,550,020 New
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$60.6M -$23.4M -571,944 -28%
Marshall Wace
34
Marshall Wace
United Kingdom
$57.7M +$1.76M +43,077 +3%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$55.5M +$15.1M +369,318 +37%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$51.7M +$29.5M +720,772 +132%
CI Investments Inc
37
CI Investments Inc
Ontario, Canada
$51.5M -$4.02M -98,340 -7%
Capital International Investors
38
Capital International Investors
California
$48.7M +$48.7M +1,192,271 New
WP
39
Woodline Partners
California
$47M -$1.78M -43,637 -4%
Man Group
40
Man Group
United Kingdom
$46.1M +$37.1M +907,401 +411%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$44.2M +$2.74M +67,176 +7%
Ameriprise
42
Ameriprise
Minnesota
$43.5M -$1.9M -46,557 -4%
Deutsche Bank
43
Deutsche Bank
Germany
$42.5M +$2.13M +52,073 +5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$39.6M -$1.78M -43,600 -4%
Millennium Management
45
Millennium Management
New York
$39M +$15.1M +369,981 +63%
PFC
46
Poplar Forest Capital
California
$37.6M -$5.24M -128,242 -12%
GC
47
Gillson Capital
Illinois
$31.6M -$1.33M -32,616 -4%
Franklin Resources
48
Franklin Resources
California
$31.5M +$4.25M +103,917 +16%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$30.9M +$4.95M +121,102 +19%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M -$4.81M -117,700 -14%
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