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Equitable Holdings
EQH

Overview Fund Activity

264 hedge funds and large institutions have $6.45B invested in Equitable Holdings in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
5.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
59
Increased
136
Reduced
51
Closed
34
Calls
$10.8M
Puts
$379K
Net Calls
+$10.5M
Net Calls Change
-$1.91M

Top Buyers

1
Invesco
Invesco
Georgia
$437M
2
Vanguard Group
Vanguard Group
Pennsylvania
$616M
3
Viking Global Investors
Viking Global Investors
Connecticut
$185M
4
BlackRock
BlackRock
New York
$627M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$67.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$64.2M
2
ECP
Empyrean Capital Partners
California
$0
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$333M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$331M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$13.1M +$5.61M +270,562 +75%
AG
52
Aperio Group
California
$12.7M +$11.1M +530,883 +674%
AU
53
Algebris (UK)
United Kingdom
$12.2M +$881K +42,151 +8%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$11.8M +$9.76M +467,146 +480%
Morgan Stanley
55
Morgan Stanley
New York
$11.4M +$8.69M +415,982 +327%
Lazard Asset Management
56
Lazard Asset Management
New York
$11.1M +$11.1M +531,449 New
PFMOSF
57
Philadelphia Financial Management of San Francisco
California
$11.1M -$8.9M -425,742 -45%
CI Investments Inc
58
CI Investments Inc
Ontario, Canada
$11.1M +$1.68M +80,600 +18%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$10.7M +$413K +19,759 +4%
YCMGA
60
York Capital Management Global Advisors
New York
$10.5M +$10.5M +500,000 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$10.3M +$1.96M +93,805 +23%
Man Group
62
Man Group
United Kingdom
$9.99M +$7.02M +335,918 +236%
PPA
63
Parametric Portfolio Associates
Washington
$9.87M +$666K +31,873 +7%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$9.63M -$1.08M -51,913 -10%
EGM
65
Engineers Gate Manager
New York
$9.6M +$9.6M +459,164 New
MSL
66
Mackay Shields LLC
New York
$9.11M +$7.7M +368,190 +543%
Millennium Management
67
Millennium Management
New York
$8.77M +$415K +19,866 +5%
Canada Life
68
Canada Life
Manitoba, Canada
$8.71M +$8.71M +417,269 New
Ameriprise
69
Ameriprise
Minnesota
$8.67M -$253K -12,107 -3%
UONDDL
70
University of Notre Dame du Lac
Indiana
$8.46M -$722K -34,554 -8%
OAM
71
Oppenheimer Asset Management
New York
$8.3M -$714K -34,180 -8%
Prudential Financial
72
Prudential Financial
New Jersey
$8.21M -$1M -47,914 -11%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.02M -$197K -9,440 -2%
CI
74
Cambiar Investors
Colorado
$7.95M +$10.8K +518 +0.1%
Axa
75
Axa
France
$7.81M +$7.81M +373,800 New
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