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Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$78.2M
2
WP
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
Fidelity International
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIC
126
Uniplan Investment Counsel
Wisconsin
$4.88M -$720K -18,934 -13%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$4.59M -$89.4K -2,353 -2%
Nomura Holdings
128
Nomura Holdings
Japan
$4.51M -$5.96M -156,674 -57%
RAM
129
Resona Asset Management
Japan
$4.32M +$4.32M +113,711 New
RJA
130
Raymond James & Associates
Florida
$4.31M -$693K -18,221 -14%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$4.29M +$425K +11,169 +11%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$4.25M -$223K -5,865 -5%
FRAF
133
Första AP-fonden
Sweden
$4.2M -$3.57M -94,000 -46%
KCM
134
Kendall Capital Management
Maryland
$4.15M +$362K +9,526 +10%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$4.06M +$763K +20,067 +23%
Nomura Asset Management
136
Nomura Asset Management
Japan
$3.86M +$499K +13,131 +15%
YIH
137
Y-Intercept (HK)
Hong Kong
$3.85M +$3.85M +101,237 New
IIM
138
INTECH Investment Management
Florida
$3.82M +$1.45M +38,040 +61%
RBA
139
Richard Bernstein Advisors
New York
$3.8M – – –
BCM
140
BlueMar Capital Management
Florida
$3.77M +$328K +8,630 +10%
VA
141
Vident Advisory
Georgia
$3.67M -$289K -7,596 -7%
HWM
142
Hohimer Wealth Management
Washington
$3.63M -$53.8K -1,416 -1%
KTA
143
Keeley-Teton Advisors
Illinois
$3.58M -$84K -2,211 -2%
Citigroup
144
Citigroup
New York
$3.56M -$8.38M -220,450 -70%
ASRS
145
Arizona State Retirement System
Arizona
$3.54M -$89.9K -2,366 -2%
II
146
IFM Investors
Australia
$3.53M -$288K -7,572 -8%
X
147
Xponance
Pennsylvania
$3.49M +$668K +17,576 +24%
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$3.43M +$34.2K +900 +1%
NVIM
149
New Vernon Investment Management
Illinois
$3.33M +$3.33M +87,492 New
SOMRS
150
State of Michigan Retirement System
Michigan
$3.21M +$30.4K +800 +1%
4 5
6
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