EQH icon

Equitable Holdings
EQH

Overview Fund Activity

422 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, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+37
Holders Change %
+9.61%
% of All Funds
6.19%
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
152
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$263M
2
State Street
State Street
Massachusetts
$451M
3
BlackRock
BlackRock
New York
$1.09B
4
Morgan Stanley
Morgan Stanley
New York
$204M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$126M

Top Sellers

1
SC
Sessa Capital
New York
$172M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$925M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
ClearBridge Investments
ClearBridge Investments
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
126
Aberdeen Group
United Kingdom
$4.1M +$2.03M +61,047 +99%
DZ Bank
127
DZ Bank
Germany
$3.93M +$3M +90,099 +322%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$3.92M -$254K -7,628 -6%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$3.67M +$2.19M +65,791 +148%
CIP
130
Chartwell Investment Partners
Pennsylvania
$3.56M +$398K +11,955 +13%
FAF
131
Fjarde Ap-fonden
Sweden
$3.56M +$726K +21,800 +26%
VA
132
Vident Advisory
Georgia
$3.46M +$36.3K +1,091 +1%
QCM
133
QRG Capital Management
Illinois
$3.44M -$171K -5,138 -5%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$3.39M +$92.8K +2,786 +3%
II
135
IFM Investors
Australia
$3.34M – – –
RBA
136
Richard Bernstein Advisors
New York
$3.33M +$1.97K +59 +0.1%
KCM
137
Kendall Capital Management
Maryland
$3.32M +$463K +13,910 +16%
HWM
138
Hohimer Wealth Management
Washington
$3.23M -$46.5K -1,396 -1%
KTA
139
Keeley-Teton Advisors
Illinois
$3.21M -$249K -7,470 -7%
ASRS
140
Arizona State Retirement System
Arizona
$3.18M -$56K -1,681 -2%
EI
141
Ethic Inc
New York
$3.15M +$565K +16,955 +22%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$3.06M -$189K -5,684 -6%
BCM
143
BlueMar Capital Management
Florida
$3.01M -$3.64M -109,375 -55%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$2.98M +$2.98M +89,400 New
Nomura Asset Management
145
Nomura Asset Management
Japan
$2.95M +$11K +329 +0.4%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$2.89M +$2.89M +86,833 New
APF
147
Alaska Permanent Fund
Alaska
$2.86M -$65.1K -1,956 -2%
SOMRS
148
State of Michigan Retirement System
Michigan
$2.79M +$2.47M +74,300 +792%
HAI
149
Hennessy Advisors Inc
California
$2.74M – – –
QC
150
Quadrature Capital
United Kingdom
$2.63M +$2.63M +78,903 New
4 5
6
7 8