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Equitable Holdings
EQH

Overview Fund Activity

379 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, 165 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-10
Holders Change %
-2.57%
% of All Funds
5.98%
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
165
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 %
ECM
126
ExodusPoint Capital Management
New York
$3.12M -$5.04M -185,706 -62%
IIM
127
INTECH Investment Management
Florida
$3.12M +$2.4M +88,457 +336%
Jane Street
128
Jane Street
New York
$3.09M -$4.65M -171,055 -60%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$3.03M -$5.5M -202,658 -65%
Skandinaviska Enskilda Banken (SEB)
130
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.01M -$13.1M -481,848 -81%
Stifel Financial
131
Stifel Financial
Missouri
$2.99M +$359K +13,232 +14%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$2.81M -$662K -24,391 -19%
HWM
133
Hohimer Wealth Management
Washington
$2.79M -$145K -5,330 -5%
II
134
IFM Investors
Australia
$2.74M -$508K -18,718 -16%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$2.71M +$2.08M +76,556 +331%
Macquarie Group
136
Macquarie Group
Australia
$2.71M -$28.3K -1,041 -1%
ASRS
137
Arizona State Retirement System
Arizona
$2.66M -$261K -9,592 -9%
DnB Asset Management
138
DnB Asset Management
Norway
$2.64M +$319K +11,737 +14%
Principal Financial Group
139
Principal Financial Group
Iowa
$2.6M -$580K -21,359 -18%
Franklin Resources
140
Franklin Resources
California
$2.59M -$1.96M -72,316 -43%
CIP
141
Chartwell Investment Partners
Pennsylvania
$2.58M +$916K +33,709 +55%
PCOC
142
Power Corp of Canada
Canada
$2.54M -$2.07M -76,073 -45%
FNBOO
143
First National Bank of Omaha
Nebraska
$2.47M -$57.9K -2,130 -2%
Nomura Asset Management
144
Nomura Asset Management
Japan
$2.44M – – –
VIA
145
Vident Investment Advisory
Georgia
$2.39M +$38.5K +1,418 +2%
APF
146
Alaska Permanent Fund
Alaska
$2.38M +$2.38M +87,800 New
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$2.38M -$11.2M -413,482 -82%
KCM
148
Kendall Capital Management
Maryland
$2.36M -$18.7K -690 -0.8%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$2.3M +$2.3M +84,497 New
HAI
150
Hennessy Advisors Inc
California
$2.29M -$57K -2,100 -2%
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