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Equitable Holdings
EQH

Overview Fund Activity

499 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
151
Closed
50
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
$1.3B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$206M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47M
4
Capital International Investors
Capital International Investors
California
$88M
5
First Trust Advisors
First Trust Advisors
Illinois
$314M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$102M
2
Viking Global Investors
Viking Global Investors
Connecticut
$128M
3
ZIG
Zurich Insurance Group
Switzerland
$0
4
Pzena Investment Management
Pzena Investment Management
New York
$691M
5
Goldman Sachs
Goldman Sachs
New York
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
526
Machina Capital
France
– -$276K -6,750 Closed
SW
527
SVB Wealth
Massachusetts
– -$248K -6,078 Closed
Group One Trading
528
Group One Trading
Illinois
– -$244K -5,979 Closed
CANY
529
Caxton Associates (New York)
New York
– -$230K -5,628 Closed
ET
530
Entropy Technologies
New York
– -$226K -5,534 Closed
Nomura Holdings
531
Nomura Holdings
Japan
– -$223K -5,461 Closed
D.E. Shaw & Co
532
D.E. Shaw & Co
New York
– -$221K -5,400 Closed
Vontobel Holding
533
Vontobel Holding
Switzerland
– -$212K -5,196 Closed
CFM
534
Catalyst Funds Management
Australia
– -$188K -4,600 Closed
NEI
535
Northwest & Ethical Investments
Ontario, Canada
– -$159K -3,900 Closed
GCM
536
Gladius Capital Management
Illinois
– -$32K -783 Closed
IC
537
Innealta Capital
Texas
– -$23.5K -575 Closed
SWM
538
Spire Wealth Management
Virginia
– -$10.4K -384 Closed
FFA
539
Frazier Financial Advisors
Ohio
– -$9.28K -227 Closed
SWS
540
SYSTM Wealth Solutions
Illinois
– -$9.24K -226 Closed
RWMG
541
Redwood Wealth Management Group
New Jersey
– -$8.58K -210 Closed
VNA
542
Valley National Advisers
Pennsylvania
– -$5K -135 Closed
WIA
543
Wetzel Investment Advisors
Indiana
– -$2.28K -60 Closed
OWA
544
Opal Wealth Advisors
New York
– -$1.31K -32 Closed
TFF
545
The Family Firm
Maryland
– -$1.31K -32 Closed
Twin Tree Management
546
Twin Tree Management
Texas
– -$817 -20 Closed
RFG
547
RFP Financial Group
Georgia
– -$409 -10 Closed
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