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Equitable Holdings
EQH

Overview Fund Activity

411 hedge funds and large institutions have $10.2B invested in Equitable Holdings in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+25
Holders Change %
+6.48%
% of All Funds
6.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
151
Reduced
134
Closed
42
Calls
$12.9M
Puts
$2.59M
Net Calls
+$10.3M
Net Calls Change
+$7.35M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$150M
2
BlackRock
BlackRock
New York
$925M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$38.6M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$164M
5
TC
TwinBeech Capital
New York
$18M

Top Sellers

1
SC
Samlyn Capital
New York
$39M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$29.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$546M
4
Norges Bank
Norges Bank
Norway
$554M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
126
Keeley-Teton Advisors
Illinois
$4.53M -$281K -9,800 -6%
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$4.46M -$23K -800 -0.5%
PAMS
128
Pictet Asset Management (Switzerland)
Switzerland
$4.36M -$83.4K -2,905 -2%
JFG
129
Jefferies Financial Group
New York
$4.26M +$4.26M +148,500 New
Asset Management One
130
Asset Management One
Japan
$4.23M -$473K -16,347 -10%
Franklin Resources
131
Franklin Resources
California
$4.09M +$1.6M +55,799 +64%
Stifel Financial
132
Stifel Financial
Missouri
$3.76M -$70.1K -2,443 -2%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$3.73M – – –
KCM
134
Kempner Capital Management
Texas
$3.69M -$17.8K -621 -0.5%
FM
135
Foster & Motley
Ohio
$3.63M -$400K -13,925 -10%
CSS
136
Cubist Systematic Strategies
Connecticut
$3.5M +$1.72M +59,946 +97%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$3.44M +$602K +20,969 +21%
II
138
IFM Investors
Australia
$3.4M +$1.14M +39,594 +50%
Principal Financial Group
139
Principal Financial Group
Iowa
$3.31M +$1.62M +56,420 +96%
BCM
140
BTC Capital Management
Iowa
$3.21M -$137K -4,762 -4%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$3.11M +$819K +28,552 +36%
EGM
142
Engineers Gate Manager
New York
$3.11M +$2.88M +100,410 +1,265%
ASRS
143
Arizona State Retirement System
Arizona
$3.05M +$49.1K +1,711 +2%
AllianceBernstein
144
AllianceBernstein
Tennessee
$2.98M +$118K +4,096 +4%
1832 Asset Management
145
1832 Asset Management
Ontario, Canada
$2.73M +$1.42M +49,554 +109%
DnB Asset Management
146
DnB Asset Management
Norway
$2.72M +$34.3K +1,196 +1%
GSC
147
G&S Capital
Colorado
$2.7M +$2.7M +94,005 New
ATIA
148
American Trust Investment Advisors
New Hampshire
$2.68M +$52.2K +1,820 +2%
Macquarie Group
149
Macquarie Group
Australia
$2.66M +$89.4K +3,117 +3%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$2.64M +$446K +15,536 +20%
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