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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$183M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$129M
3
Goldman Sachs
3
Goldman Sachs
New York
$118M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$101M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$195M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$695M
2
Invesco
2
Invesco
Georgia
$522M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$302M
4
TIM
4
Thornburg Investment Management
New Mexico
$190M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M -$6.65M -203,960 -39%
SEI Investments
102
SEI Investments
Pennsylvania
$10M -$183K -6,096 -2%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$9.96M -$1.27M -38,883 -11%
Hudson Bay Capital Management
104
Hudson Bay Capital Management
Connecticut
$9.79M -$1.63M -50,000 -14%
BCM
105
BlueMar Capital Management
Florida
$9.54M +$125K +3,831 +1%
OAM
106
Oppenheimer Asset Management
New York
$9.1M -$57K -1,747 -0.6%
EAM
107
Eagle Asset Management
Florida
$8.79M +$8.3M +251,453 +1,709%
Victory Capital Management
108
Victory Capital Management
Texas
$8.57M +$2.71M +82,930 +46%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$8.26M -$67.1K -2,058 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
110
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.19M -$203K -6,221 -2%
LSV Asset Management
111
LSV Asset Management
Illinois
$8.19M +$4.13M +126,600 +102%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.11M +$319K +9,790 +4%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$8.04M -$2.08M -64,770 -21%
SVC
114
Strycker View Capital
New York
$7.82M -$1.4M -42,959 -15%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$7.82M -$247K -7,564 -3%
AllianceBernstein
116
AllianceBernstein
Tennessee
$7.76M +$3.44M +105,519 +80%
PI
117
Putnam Investments
Massachusetts
$7.4M -$7.17M -219,881 -49%
TU
118
TDAM USA
Ontario, Canada
$7.39M -$259K -7,952 -3%
CCM
119
Callodine Capital Management
Massachusetts
$7.01M +$7.01M +215,000 New
KTA
120
Keeley-Teton Advisors
Illinois
$6.9M -$424K -13,008 -6%
BCM
121
Barometer Capital Management
Ontario, Canada
$6.8M +$495K +15,170 +8%
PFMOSF
122
Philadelphia Financial Management of San Francisco
California
$6.66M +$6.66M +204,033 New
PE
123
Point72 Europe
United Kingdom
$6.61M -$336K -10,300 -5%
Rafferty Asset Management
124
Rafferty Asset Management
New York
$6.6M +$1.17M +35,811 +22%
HCA
125
Hyperion Capital Advisors
New York
$6.52M – – –
3 4
5
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