EQH icon

Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
529
Holders Change
+31
Holders Change %
+6.22%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
44
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$416M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$74.1M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$69.3M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$83M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$53.9M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$386M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$36.1M
3
SC
3
Sessa Capital
New York
$121M
4
BlackRock
4
BlackRock
New York
$1.4B
5
Citadel Advisors
5
Citadel Advisors
Florida
$84.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$42.2M 895,200 -70,200 -7%
WCM
52
Wedge Capital Management
North Carolina
$41.3M 875,589 +802,160 +1,092%
UBS Group
53
UBS Group
Switzerland
$40.8M 864,608 +439,762 +104%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$37M 784,888 -333,120 -30%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$36.9M 783,118 +72,167 +10%
Viking Global Investors
56
Viking Global Investors
Connecticut
$36.1M 764,323 -2,285,939 -75%
VF
57
Vest Financial
Virginia
$35.5M 752,091 +78,725 +12%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$34.1M 722,019 +10,164 +1%
Swedbank
59
Swedbank
Sweden
$33.2M 704,520 -5,622 -0.8%
BCPEMI
60
Bain Capital Public Equity Management II
Massachusetts
$33.2M 702,849 -23,719 -3%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$32.9M 696,813 -211,840 -23%
PFC
62
Poplar Forest Capital
California
$31.9M 675,631 -238,313 -26%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.7M 673,077 +18,136 +3%
Allianz Asset Management
64
Allianz Asset Management
Germany
$30.4M 643,633 +23,134 +4%
AU
65
Algebris (UK)
United Kingdom
$30.3M 666,039 -69,188 -9%
Raymond James Financial
66
Raymond James Financial
Florida
$29.9M 634,702 +634,702 New
Bank of America
67
Bank of America
North Carolina
$29.9M 634,049 +242,953 +62%
Franklin Resources
68
Franklin Resources
California
$29.5M 625,723 -112,714 -15%
Barclays
69
Barclays
United Kingdom
$29.3M 622,055 +120,557 +24%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$28.8M 611,461 +30,896 +5%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$27.2M 577,178 -67,860 -11%
Wells Fargo
72
Wells Fargo
California
$26.7M 565,814 +968 +0.2%
MDSL
73
M.D. Sass LLC
New York
$25.7M 543,868 +543,868 New
T. Rowe Price Investment Management
74
T. Rowe Price Investment Management
Maryland
$24.7M 524,200 -17,181 -3%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$24.2M 513,391 +60,643 +13%
1 2
3
4 5