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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
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
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$31.4M +$2.77M +67,613 +10%
BCPEMI
52
Bain Capital Public Equity Management II
Massachusetts
$30.5M +$6.97M +169,825 +31%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$29.9M +$317K +7,720 +1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$29.9M +$6.27M +152,847 +27%
Swedbank
55
Swedbank
Sweden
$29.8M -$55.9K -1,362 -0.2%
VF
56
Vest Financial
Virginia
$28.3M +$4.67M +113,856 +20%
AU
57
Algebris (UK)
United Kingdom
$27.8M -$1.1M -26,757 -4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.5M -$3.73M -90,858 -12%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$27.1M +$492K +11,989 +2%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$26.4M +$2.7M +65,701 +12%
Allianz Asset Management
61
Allianz Asset Management
Germany
$26.1M -$2.21M -53,848 -8%
AQR Capital Management
62
AQR Capital Management
Connecticut
$26M -$4.25M -103,570 -14%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$24.4M +$357K +8,713 +2%
Wells Fargo
64
Wells Fargo
California
$23.7M +$3.92M +95,474 +20%
T. Rowe Price Investment Management
65
T. Rowe Price Investment Management
Maryland
$22.8M +$1.06M +25,942 +5%
Canada Life
66
Canada Life
Manitoba, Canada
$22.1M +$1.45M +35,323 +7%
Alyeska Investment Group
67
Alyeska Investment Group
Illinois
$21.9M -$64.2M -1,564,455 -75%
Barclays
68
Barclays
United Kingdom
$21.1M +$2.46M +59,844 +14%
IP
69
Interval Partners
New York
$20.9M -$4.17M -101,660 -17%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$20.7M -$633K -15,439 -3%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$20.5M -$7.13M -173,761 -26%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$20.4M -$1.12M -27,255 -5%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$19.9M +$4.49M +109,506 +32%
American Century Companies
74
American Century Companies
Missouri
$19.8M +$1.41M +34,433 +8%
Two Sigma Investments
75
Two Sigma Investments
New York
$19.7M -$4.44M -108,164 -19%
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EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.