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Equitable Holdings
EQH

Overview Fund Activity

445 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

Holders
445
Holders Change
+24
Holders Change %
+5.7%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$78.2M
2
WP
2
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$13M +$5.56M +146,196 +75%
CTI
77
Community Trust & Investment
Kentucky
$12.8M -$22.5K -591 -0.2%
SEI Investments
78
SEI Investments
Pennsylvania
$12.6M -$1.18M -30,919 -9%
Two Sigma Investments
79
Two Sigma Investments
New York
$12.4M -$10.3M -271,248 -45%
UBS Group
80
UBS Group
Switzerland
$11.6M +$4.72M +124,218 +68%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$11.4M +$559K +22,025 +5%
PL
82
Parkwood LLC
Ohio
$11.2M -$392K -10,314 -3%
GCM
83
Graham Capital Management
Connecticut
$10.7M +$2.46M +64,791 +30%
TPSF
84
Texas Permanent School Fund
Texas
$10.4M -$8.13K -214 -0.1%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$9.83M -$1.57M -41,368 -14%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$9.47M -$2.04M -53,543 -18%
OAM
87
Oppenheimer Asset Management
New York
$9.2M -$608K -15,986 -6%
Holocene Advisors
88
Holocene Advisors
New York
$9.04M +$9.04M +237,765 New
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$8.97M +$1.72M +45,248 +24%
American Century Companies
90
American Century Companies
Missouri
$8.88M -$3.51M -92,399 -28%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$8.56M +$8.56M +225,271 New
Man Group
92
Man Group
United Kingdom
$8.38M +$6.39M +168,143 +321%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$8.35M -$16.4M -430,538 -66%
Victory Capital Management
94
Victory Capital Management
Texas
$8.3M +$739K +19,430 +10%
AB
95
Amalgamated Bank
New York
$8.01M -$844K -22,208 -10%
AAF
96
Andra AP-fonden
Sweden
$7.97M +$7.97M +209,800 New
HCA
97
Hyperion Capital Advisors
New York
$7.83M – – –
Allianz Asset Management
98
Allianz Asset Management
Germany
$7.8M -$4.82M -126,870 -38%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$7.77M -$29.8M -783,921 -79%
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$7.67M +$1.27M +33,340 +20%
2 3
4
5 6