EQH icon

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 %
Stifel Financial
101
Stifel Financial
Missouri
$6.46M 194,096 -92,436 -32%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$6.4M 192,333 +71,504 +59%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$6.35M 190,669 +1,204 +0.6%
UBS Group
104
UBS Group
Switzerland
$6.04M 181,494 -22,093 -11%
SEC
105
Seven Eight Capital
New York
$6.02M 180,790 +180,790 New
Pictet Asset Management
106
Pictet Asset Management
Switzerland
$5.91M 177,598 +1,064 +0.6%
EAM
107
Eagle Asset Management
Florida
$5.53M 166,108 -13,893 -8%
MSV
108
MN Services Vermogensbeheer
Netherlands
$5.49M 164,700 -6,300 -4%
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$5.47M 168,559 +9,766 +6%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$5.42M 162,771 -33,992 -17%
KCM
111
Kempner Capital Management
Texas
$5.31M 159,382 -46 -0%
FM
112
Foster & Motley
Ohio
$5.29M 158,705 +34,745 +28%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$5.11M 153,398 -3,620 -2%
YCM
114
Yousif Capital Management
Michigan
$5.11M 153,314 +144,981 +1,740%
UIC
115
Uniplan Investment Counsel
Wisconsin
$4.96M 147,307 -12,736 -8%
BIMC
116
Benson Investment Management Company
Virginia
$4.96M 148,945 +282 +0.2%
Asset Management One
117
Asset Management One
Japan
$4.94M 146,622 +6,022 +4%
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$4.85M 145,554 +132,404 +1,007%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.82M 144,839 -791 -0.5%
QT
120
Quantbot Technologies
New York
$4.7M 141,175 +141,175 New
Comerica Bank
121
Comerica Bank
Texas
$4.59M 137,937 +120,915 +710%
Nordea Investment Management
122
Nordea Investment Management
Sweden
$4.55M 136,004 -8,278 -6%
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$4.43M 132,896 +132,896 New
TC
124
TwinBeech Capital
New York
$4.41M 132,373 +132,373 New
RJA
125
Raymond James & Associates
Florida
$4.38M 131,514 -14,994 -10%
3 4
5
6 7