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Equitable Holdings
EQH

Overview Fund Activity

421 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 43 closing their positions.

Holders
421
Holders Change
+37
Holders Change %
+9.64%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
83
Increased
136
Reduced
151
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$263M
2
State Street
2
State Street
Massachusetts
$451M
3
BlackRock
3
BlackRock
New York
$1.09B
4
Morgan Stanley
4
Morgan Stanley
New York
$204M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$126M

Top Sellers

1
SC
1
Sessa Capital
New York
$172M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$374M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$925M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$0
5
ClearBridge Investments
5
ClearBridge Investments
New York
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$10.9M 325,945 +97,795 +43%
SM
77
Soapstone Management
Maryland
$10.8M 325,000 -100,000 -24%
Citigroup
78
Citigroup
New York
$10.5M 314,224 +113,295 +56%
PL
79
Parkwood LLC
Ohio
$10.2M 305,416 +305,416 New
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$10.1M 302,693 -106,619 -26%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$10.1M 302,546 -72,484 -19%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$9.99M 300,008 +193,925 +183%
Bank of America
83
Bank of America
North Carolina
$9.57M 287,528 -146,359 -34%
Nomura Holdings
84
Nomura Holdings
Japan
$9.17M 275,319 +275,319 New
TPSF
85
Texas Permanent School Fund
Texas
$9.15M 274,824 +274,824 New
OAM
86
Oppenheimer Asset Management
New York
$8.59M 258,011 -8,654 -3%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$8.17M 245,200 +245,200 New
AB
88
Amalgamated Bank
New York
$7.76M 232,922 +151,313 +185%
Millennium Management
89
Millennium Management
New York
$7.58M 227,554 -1,287,173 -85%
Toronto Dominion Bank
90
Toronto Dominion Bank
Ontario, Canada
$7.56M 227,031 +141,675 +166%
GCM
91
Graham Capital Management
Connecticut
$7.19M 216,025 -8,457 -4%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$7.16M 215,128 +15,513 +8%
Franklin Resources
93
Franklin Resources
California
$7.02M 210,673 +118,178 +128%
HCA
94
Hyperion Capital Advisors
New York
$6.86M 206,061 – –
FRAF
95
Första AP-fonden
Sweden
$6.81M 204,400 -18,000 -8%
Victory Capital Management
96
Victory Capital Management
Texas
$6.62M 198,832 -18,524 -9%
MOACM
97
Mutual of America Capital Management
New York
$6.55M 196,613 +196,613 New
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$6.51M 195,625 – –
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$6.48M 194,571 +38,233 +24%
MIM
100
MetLife Investment Management
New Jersey
$6.47M 194,187 +172,215 +784%
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4
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