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Equitable Holdings
EQH

Overview Fund Activity

272 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
61
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
$170M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$288M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$53.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$40.1M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.47M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$177M
4
Goldman Sachs
Goldman Sachs
New York
$45.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$11.3M +$8.62M +596,056 +320%
Lazard Asset Management
52
Lazard Asset Management
New York
$11.1M -$1.96M -135,871 -15%
Deutsche Bank
53
Deutsche Bank
Germany
$11.1M +$4.38M +303,162 +66%
PPA
54
Parametric Portfolio Associates
Washington
$10.6M +$3.06M +211,917 +40%
PFMOSF
55
Philadelphia Financial Management of San Francisco
California
$10M +$3.68M +254,755 +58%
VRS
56
Virginia Retirement Systems
Virginia
$9.98M +$1.09M +75,300 +12%
Victory Capital Management
57
Victory Capital Management
Texas
$9.79M +$4.85M +335,596 +98%
Prudential Financial
58
Prudential Financial
New Jersey
$9.67M +$4.31M +298,300 +80%
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$9.61M -$1.04M -71,783 -10%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$9.52M -$167K -11,588 -2%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$9.28M -$5.61M -378,000 -38%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$9.13M +$216K +14,969 +2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$8.21M +$1.47M +101,967 +22%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$8.18M +$3.72M +257,163 +83%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.17M -$1.85M -128,320 -18%
Morgan Stanley
66
Morgan Stanley
New York
$7.8M -$4.99M -345,255 -39%
Fidelity International
67
Fidelity International
Bermuda
$7.6M -$391K -27,037 -5%
AU
68
Algebris (UK)
United Kingdom
$7.5M +$7.5M +518,999 New
KCM
69
Kingstown Capital Management
New York
$7.23M – – –
KBC Group
70
KBC Group
Belgium
$6.74M +$1.87M +129,636 +39%
Renaissance Technologies
71
Renaissance Technologies
New York
$6.6M +$5.18M +358,400 +364%
SFM
72
Soros Fund Management
New York
$6.6M +$3.9M +270,073 +145%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$6.47M +$6.47M +448,020 New
Wells Fargo
74
Wells Fargo
California
$6.43M +$57.6K +3,989 +0.9%
1832 Asset Management
75
1832 Asset Management
Ontario, Canada
$6.42M +$6.42M +425,768 New
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