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Equitable Holdings
EQH

Overview Fund Activity

445 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

Holders
445
Holders Change
+24
Holders Change %
+5.7%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$78.2M
2
WP
2
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$24.1M +$2.42M +63,794 +11%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$23.9M -$1.34M -35,226 -5%
Barclays
53
Barclays
United Kingdom
$23.8M -$12.1M -317,468 -34%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$23.7M +$526K +13,841 +2%
Zurich Cantonal Bank
55
Zurich Cantonal Bank
Switzerland
$23.3M +$1.27M +33,404 +6%
DZ Bank
56
DZ Bank
Germany
$22.5M +$18.1M +475,082 +402%
Millennium Management
57
Millennium Management
New York
$22.2M +$13.6M +357,192 +157%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$21.5M -$279K -7,328 -1%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$20.7M +$20.7M +544,660 New
VOYA Investment Management
60
VOYA Investment Management
Georgia
$20.1M -$59.4M -1,563,374 -75%
VF
61
Vest Financial
Virginia
$19.8M +$5.19M +136,587 +35%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$19.6M +$408K +10,733 +2%
Bank of America
63
Bank of America
North Carolina
$19.6M +$8.7M +228,931 +80%
AQR Capital Management
64
AQR Capital Management
Connecticut
$18.2M -$3.94M -103,595 -18%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$17.2M +$353K +9,361 +2%
Canada Life
66
Canada Life
Manitoba, Canada
$16.5M -$3.62M -95,148 -18%
SSA
67
Schonfeld Strategic Advisors
New York
$16.2M +$15.6M +409,692 +2,404%
AIG
68
American International Group
New York
$15.9M -$556K -14,640 -3%
WG
69
Winton Group
United Kingdom
$15M +$15M +394,851 New
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$15M -$170K -4,482 -1%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$14.4M +$2.92M +76,890 +25%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$13.9M -$2.78M -73,030 -17%
Wells Fargo
73
Wells Fargo
California
$13.6M -$2.91M -76,499 -18%
AllianceBernstein
74
AllianceBernstein
Tennessee
$13.5M -$140K -3,694 -1%
LSV Asset Management
75
LSV Asset Management
Illinois
$13M -$5.21M -137,071 -29%
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