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Equitable Holdings
EQH

Overview Fund Activity

378 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 164 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
164
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M

Top Buyers

1
SC
1
Sessa Capital
New York
$304M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$564M
3
Citadel Advisors
3
Citadel Advisors
Florida
$100M
4
Norges Bank
4
Norges Bank
Norway
$560M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$40.7M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$807M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$43.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$4.84M +$320K +11,780 +7%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$4.78M -$6.09M -224,174 -56%
MSV
103
MN Services Vermogensbeheer
Netherlands
$4.64M -$524K -19,300 -10%
Victory Capital Management
104
Victory Capital Management
Texas
$4.59M -$1.4M -51,448 -23%
American Century Companies
105
American Century Companies
Missouri
$4.52M +$181K +6,662 +4%
Assenagon Asset Management
106
Assenagon Asset Management
Luxembourg
$4.51M +$4.24M +155,933 +1,544%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.39M -$584K -21,501 -12%
Nordea Investment Management
108
Nordea Investment Management
Sweden
$4.39M +$72.7K +2,686 +2%
UIC
109
Uniplan Investment Counsel
Wisconsin
$4.35M -$83.2K -3,064 -2%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$4.35M -$6.04M -222,508 -58%
KCM
111
Kempner Capital Management
Texas
$4.33M – – –
RJA
112
Raymond James & Associates
Florida
$4.26M -$3.16M -116,528 -43%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$4.24M -$134K -4,930 -3%
Asset Management One
114
Asset Management One
Japan
$4.16M +$218K +8,011 +6%
PAMS
115
Pictet Asset Management (Switzerland)
Switzerland
$4.15M +$34.6K +1,274 +0.8%
Citigroup
116
Citigroup
New York
$4.13M -$3.52M -129,497 -46%
HCMT
117
Highland Capital Management (Tennessee)
Tennessee
$4.13M -$67.9K -2,500 -2%
BIMC
118
Benson Investment Management Company
Virginia
$4.04M +$4.04M +148,867 New
AG
119
Algert Global
California
$3.83M +$1.51M +55,464 +65%
KTA
120
Keeley-Teton Advisors
Illinois
$3.48M -$713K -26,262 -17%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$3.42M +$194K +7,127 +6%
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$3.41M – – –
FM
123
Foster & Motley
Ohio
$3.4M -$22.7K -834 -0.7%
TG
124
TCW Group
California
$3.27M +$1.52M +55,887 +86%
QT
125
Quantbot Technologies
New York
$3.17M +$1.55M +57,163 +96%
3 4
5
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