Equitable Holdings
EQH
305 hedge funds and large institutions have $8.13B invested in Equitable Holdings in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 103 reducing their positions, and 34 closing their positions.
100% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 34
34% more capital invested
Capital invested by funds: $6.06B → $8.13B (+$2.07B)
12% more funds holding
Funds holding: 273 → 305 (+32)
12% more call options, than puts
Call options by funds: $23.5M | Put options by funds: $21.1M
3.16% more ownership
Funds ownership: 90.43% → 93.59% (+3.2%)
6% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 103
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$144M |
| 2 |
CM
Conifer Management
New York
|
+$55.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41.5M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$39.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$93.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$68.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$39M |
EQH Hedge Fund Activity: Q2 2020 in Review
305 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2020, worth a combined $8.13B — up 34% from $6.06B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new EQH positions and 34 closed out — a net gain of 34 holders — while 109 added to existing stakes and 103 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $144M. The largest seller was BlackRock, cutting an estimated $93.8M.
- 305 institutional investors held Equitable Holdings (EQH) as of Q2 2020, up from 273 in Q1 2020.
- Funds reported $8.13B of Equitable Holdings stock for Q2 2020, up 34% quarter-over-quarter.
- 68 funds opened new Equitable Holdings positions in Q2 2020 and 34 closed out, a net change of +34 holders.
- The largest Equitable Holdings buyer in Q2 2020 was T. Rowe Price Associates, an estimated $144M added.
- The largest Equitable Holdings seller in Q2 2020 was BlackRock, an estimated $93.8M sold.
Based on aggregated 13F filings for Q2 2020.