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Equitable Holdings
EQH

Overview Fund Activity

388 hedge funds and large institutions have $8.9B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

Holders
388
Holders Change
-23
Holders Change %
-5.6%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
50
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.1M
3
BlackRock
3
BlackRock
New York
$849M
4
GC
4
Gillson Capital
Illinois
$36.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$48.1M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.1M
5
SC
5
Samlyn Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
76
Callodine Capital Management
Massachusetts
$12.2M 480,000 -38,602 -7%
Point72 Asset Management
77
Point72 Asset Management
Connecticut
$12M 471,024 -750,576 -61%
SM
78
Soapstone Management
Maryland
$11.4M 450,000 -200,000 -31%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$11.4M 449,117 -165,942 -27%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$11.4M 447,610 – –
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$11.3M 445,718 -226,196 -34%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$11.2M 441,032 +367,339 +498%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$11.1M 438,691 -117,112 -21%
SEI Investments
84
SEI Investments
Pennsylvania
$10.3M 403,826 +75,258 +23%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$10.2M 400,240 +29,604 +8%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$10.1M 398,976 -9,916 -2%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$9.71M 382,502 -13,691 -3%
CTI
88
Community Trust & Investment
Kentucky
$8.47M 333,624 -534 -0.2%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$8.39M 330,824 +12,278 +4%
Allianz Asset Management
90
Allianz Asset Management
Germany
$8.31M 327,400 +268,536 +456%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$8.22M 1,691,685 +1,312,193 +346%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$7.97M 314,097 +139,962 +80%
Canada Life
93
Canada Life
Manitoba, Canada
$7.69M 302,478 -28,160 -9%
ECM
94
ExodusPoint Capital Management
New York
$7.63M 300,546 +246,051 +452%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$7.54M 296,839 +249,136 +522%
Jane Street
96
Jane Street
New York
$7.23M 284,725 +249,475 +708%
IP
97
Interval Partners
New York
$7.15M 281,713 -91,624 -25%
Citigroup
98
Citigroup
New York
$7.15M 281,709 +33,995 +14%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$6.97M 274,416 -4,345 -2%
RJA
100
Raymond James & Associates
Florida
$6.94M 273,370 -14,946 -5%
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4
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