We are live on ! Find out more
EQH icon

Equitable Holdings
EQH

244 hedge funds and large institutions have $5.48B invested in Equitable Holdings in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 36 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $2.08M

233% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 36

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

40% more capital invested

Capital invested by funds: $3.92B → $5.48B (+$1.56B)

20% more funds holding

Funds holding: 203 → 244 (+41)

10.03% more ownership

Funds ownership: 42.18% → 52.2% (+10%)

Holders
244
Holders Change
+41
Holders Change %
+20.2%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
68
Increased
120
Reduced
36
Closed
26
Calls
$14.5M
Puts
$2.08M
Net Calls
+$12.4M
Net Calls Change
+$4.13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$146M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$57.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$56.9M
4
ECP
Empyrean Capital Partners
California
+$45.6M
5
Pzena Investment Management
Pzena Investment Management
New York
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$24.1M
2
GC
Gillson Capital
Illinois
-$20.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.6M
4
LCM
Laurion Capital Management
New York
-$14M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
126
California Public Employees Retirement System
California
$1.73M -$170K -8,924 -9%
CIP
127
Convergence Investment Partners
Florida
$1.73M +$1.64M +85,704 New
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$1.62M +$1.54M +80,468 New
PP
129
Paloma Partners
Connecticut
$1.61M +$1.52M +79,724 New
Aviva
130
Aviva
United Kingdom
$1.6M +$197K +10,313 +15%
AG
131
Aperio Group
California
$1.59M +$46.4K +2,433 +3%
OAC
132
OMERS Administration Corp
Ontario, Canada
$1.57M +$199K +10,400 +16%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M +$107K +5,594 +8%
Holocene Advisors
134
Holocene Advisors
New York
$1.47M +$1.39M +72,800 New
Barclays
135
Barclays
United Kingdom
$1.44M +$90.7K +4,753 +7%
TAM
136
Tyers Asset Management
Texas
$1.43M +$44.3K +2,320 +3%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$1.38M +$62.4K +3,270 +5%
MSL
138
Mackay Shields LLC
New York
$1.36M +$1.29M +67,800 New
AllianceBernstein
139
AllianceBernstein
Tennessee
$1.32M -$28K -1,465 -2%
GH
140
GAM Holding
Switzerland
$1.29M +$312K +16,342 +34%
BCM
141
Bayesian Capital Management
New York
$1.28M +$128K +6,700 +12%
VRS
142
Virginia Retirement Systems
Virginia
$1.22M +$952K +49,900 +466%
GF
143
Gabelli Funds
New York
$1.21M – – –
XK
144
Xact Kapitalforvaltning
Sweden
$1.16M +$1.1M +57,800 New
VOYA Investment Management
145
VOYA Investment Management
Georgia
$1.12M +$270K +14,141 +34%
CSS
146
Cubist Systematic Strategies
Connecticut
$1.12M +$1.05M +54,820 +8,757%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$1.06M +$306K +16,033 +44%
BCM
148
BlueCrest Capital Management
Jersey
$1.04M +$983K +51,476 New
GIBU
149
Gulf International Bank (UK)
United Kingdom
$1.01M – – –
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$1.01M -$192K -10,049 -17%
4 5
6
7 8

EQH Hedge Fund Activity: Q1 2019 in Review

244 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2019, worth a combined $5.48B — up 40% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EQH positions and 26 closed out — a net gain of 42 holders — while 120 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was TIAA CREF Investment Management, cutting an estimated $24.1M.

  • 244 institutional investors held Equitable Holdings (EQH) as of Q1 2019, up from 203 in Q4 2018.
  • Funds reported $5.48B of Equitable Holdings stock for Q1 2019, up 40% quarter-over-quarter.
  • 68 funds opened new Equitable Holdings positions in Q1 2019 and 26 closed out, a net change of +42 holders.
  • The largest Equitable Holdings buyer in Q1 2019 was BlackRock, an estimated $146M added.
  • The largest Equitable Holdings seller in Q1 2019 was TIAA CREF Investment Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2019.