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Equitable Holdings
EQH

Overview Fund Activity

388 hedge funds and large institutions have $8.9B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

Holders
388
Holders Change
-23
Holders Change %
-5.6%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
50
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.1M
3
BlackRock
3
BlackRock
New York
$849M
4
GC
4
Gillson Capital
Illinois
$36.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$48.1M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.1M
5
SC
5
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$22.4M +$4.32M +174,708 +24%
Bank of America
52
Bank of America
North Carolina
$22.2M -$2.28M -89,681 -9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$21M -$7.98M -314,221 -28%
SSA
54
Schonfeld Strategic Advisors
New York
$20.7M +$20.7M +814,079 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$19.3M -$2.98M -117,218 -13%
AIM
56
Artemis Investment Management
United Kingdom
$16.9M -$14.8M -584,580 -47%
Barclays
57
Barclays
United Kingdom
$16.6M -$15.1M -594,125 -48%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$16.6M -$313K -12,323 -2%
LSV Asset Management
59
LSV Asset Management
Illinois
$15.7M -$333K -13,100 -2%
Wells Fargo
60
Wells Fargo
California
$15.6M -$4.49M -176,705 -22%
APG Asset Management
61
APG Asset Management
Netherlands
$15.6M -$537K -22,995 -3%
TC
62
TwinBeech Capital
New York
$15.5M -$379K -14,924 -2%
Lazard Asset Management
63
Lazard Asset Management
New York
$15.5M +$9.21M +362,895 +148%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$15.2M -$162K -6,391 -1%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$15.1M -$10.9M -430,302 -42%
Skandinaviska Enskilda Banken (SEB)
66
Skandinaviska Enskilda Banken (SEB)
Sweden
$15M +$13.5K +532 +0.1%
GC
67
GMT Capital
Georgia
$13.6M -$26.4M -1,039,800 -66%
AU
68
Algebris (UK)
United Kingdom
$13.2M +$6.52M +255,988 +97%
Aviva
69
Aviva
United Kingdom
$13.1M -$1.5M -59,031 -10%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$12.7M +$1.5M +58,884 +13%
GT
71
Glenmede Trust
Pennsylvania
$12.7M +$280K +11,013 +2%
A
72
AustralianSuper
Australia
$12.7M +$7.09M +279,150 +127%
PI
73
Putnam Investments
Massachusetts
$12.7M -$1.3M -51,209 -9%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$12.5M -$561K -22,114 -4%
BC
75
Brookfield Corp
Ontario, Canada
$12.4M +$5.6M +220,675 +82%
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