EQH icon

Equitable Holdings
EQH

Overview Fund Activity

411 hedge funds and large institutions have $10.2B invested in Equitable Holdings in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 42 closing their positions.

Holders
411
Holders Change
+25
Holders Change %
+6.48%
% of All Funds
6.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
151
Reduced
134
Closed
42
Calls
$12.9M
Puts
$2.59M
Net Calls
+$10.3M
Net Calls Change
+$7.35M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$150M
2
BlackRock
2
BlackRock
New York
$925M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$38.6M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$164M
5
TC
5
TwinBeech Capital
New York
$18M

Top Sellers

1
SC
1
Samlyn Capital
New York
$39M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$29.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$546M
4
Norges Bank
4
Norges Bank
Norway
$554M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$12.8M -$384K -13,370 -3%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$12.7M +$8.05M +280,473 +173%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$11.7M +$402K +14,011 +4%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$11.7M +$6.09M +212,111 +109%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$11.3M +$448K +15,662 +4%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$10.9M +$1.35M +46,969 +14%
First Trust Advisors
82
First Trust Advisors
Illinois
$10.9M -$1.38M -48,007 -11%
IP
83
Interval Partners
New York
$10.7M -$3.82M -133,221 -26%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$10.6M -$3.8M -132,232 -26%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$9.78M +$639K +22,252 +7%
PCM
86
Prana Capital Management
Connecticut
$9.62M -$867K -30,205 -8%
CTI
87
Community Trust & Investment
Kentucky
$9.59M -$173K -6,015 -2%
Canada Life
88
Canada Life
Manitoba, Canada
$9.53M +$42.8K +1,484 +0.5%
SEI Investments
89
SEI Investments
Pennsylvania
$9.43M -$2.64M -91,973 -22%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$9.14M +$4.7M +164,059 +106%
RJA
91
Raymond James & Associates
Florida
$8.27M +$619K +21,565 +8%
SFM
92
Soros Fund Management
New York
$8.01M – – –
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$8M +$595K +20,737 +8%
Assenagon Asset Management
94
Assenagon Asset Management
Luxembourg
$7.98M +$5.8M +201,955 +266%
BC
95
Brookfield Corp
Ontario, Canada
$7.71M +$7.71M +268,519 New
AU
96
Algebris (UK)
United Kingdom
$7.53M -$11.1M -388,714 -60%
American Century Companies
97
American Century Companies
Missouri
$7.37M +$1.77M +61,628 +32%
OAM
98
Oppenheimer Asset Management
New York
$7.18M -$151K -5,260 -2%
Citigroup
99
Citigroup
New York
$7.11M +$2.09M +72,925 +42%
Lazard Asset Management
100
Lazard Asset Management
New York
$7.06M +$5.56M +193,689 +370%
2 3
4
5 6