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Equitable Holdings
EQH

203 hedge funds and large institutions have $3.92B invested in Equitable Holdings in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 83 increasing their positions, 24 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.96M

246% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 24

207% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 30

43% more funds holding

Funds holding: 142 → 203 (+61)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.67% more ownership

Funds ownership: 30.5% → 42.18% (+12%)

7% more capital invested

Capital invested by funds: $3.67B → $3.92B (+$246M)

Holders
203
Holders Change
+61
Holders Change %
+42.96%
% of All Funds
4.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
92
Increased
83
Reduced
24
Closed
30
Calls
$10.2M
Puts
$1.96M
Net Calls
+$8.24M
Net Calls Change
+$3.48M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$183M
2
Norges Bank
Norges Bank
Norway
+$136M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$113M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$95M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94.9M

Top Sellers

Rank Fund Capital Flow
1
ECP
Empyrean Capital Partners
California
-$62.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.2M
3
TA
Teachers Advisors
New York
-$15.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.4M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$685K +$303K +15,551 +61%
URS
127
Utah Retirement Systems
Utah
$614K +$220K +11,300 +44%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$609K +$715K +36,639 New
YMRC
129
Yorktown Management & Research Company
Virginia
$600K +$704K +36,100 New
MSV
130
MN Services Vermogensbeheer
Netherlands
$589K +$790K +40,500 New
Parallax Volatility Advisers
131
Parallax Volatility Advisers
California
$588K +$689K +35,334 New
Morgan Stanley
132
Morgan Stanley
New York
$585K -$6.29M -322,273 -90%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$571K +$38.1K +1,955 +6%
CS
134
Candriam SCA
Luxembourg
$570K +$668K +34,254 New
Nomura Asset Management
135
Nomura Asset Management
Japan
$547K +$642K +32,900 New
Point72 Asset Management
136
Point72 Asset Management
Connecticut
$506K +$593K +30,404 New
Connor, Clark & Lunn Investment Management (CC&L)
137
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$486K +$570K +29,200 New
Arrowstreet Capital
138
Arrowstreet Capital
Massachusetts
$484K +$63.8K +3,272 +13%
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$471K +$552K +28,312 New
PAM
140
Panagora Asset Management
Massachusetts
$469K +$549K +28,174 New
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$442K +$531K +27,234 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$435K +$91.4K +4,684 +22%
NIPH
143
NN Investment Partners Holdings
Netherlands
$433K +$508K +26,043 New
WBC
144
Westpac Banking Corp
Australia
$425K +$498K +25,541 New
Federated Hermes
145
Federated Hermes
Pennsylvania
$390K -$23.2K -1,191 -5%
GC
146
Guggenheim Capital
Illinois
$390K +$457K +23,444 New
HSBC Holdings
147
HSBC Holdings
United Kingdom
$390K +$457K +23,444 New
NAM
148
Nissay Asset Management
Japan
$382K +$448K +22,988 New
Squarepoint
149
Squarepoint
New York
$372K +$436K +22,367 New
AB
150
Amalgamated Bank
New York
$359K +$121K +6,185 +40%
4 5
6
7 8

EQH Hedge Fund Activity: Q4 2018 in Review

203 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2018, worth a combined $3.92B — up 6.7% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EQH positions and 30 closed out — a net gain of 62 holders — while 83 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $183M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $62.3M sold.

  • 203 institutional investors held Equitable Holdings (EQH) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $3.92B of Equitable Holdings stock for Q4 2018, up 6.7% quarter-over-quarter.
  • 92 funds opened new Equitable Holdings positions in Q4 2018 and 30 closed out, a net change of +62 holders.
  • The largest Equitable Holdings buyer in Q4 2018 was BlackRock, an estimated $183M added.
  • The largest Equitable Holdings seller in Q4 2018 was Empyrean Capital Partners, an estimated $62.3M sold.

Based on aggregated 13F filings for Q4 2018.