Equitable Holdings
EQH
352 hedge funds and large institutions have $10.5B invested in Equitable Holdings in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 97 increasing their positions, 143 reducing their positions, and 34 closing their positions.
135% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 34
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
51% more call options, than puts
Call options by funds: $41.1M | Put options by funds: $27.3M
38% more capital invested
Capital invested by funds: $7.59B → $10.5B (+$2.91B)
15% more funds holding
Funds holding: 307 → 352 (+45)
0.69% less ownership
Funds ownership: 92.93% → 92.24% (-0.69%)
32% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$90.6M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$89M |
| 3 |
CM
Conifer Management
New York
|
+$44.4M |
| 4 |
BlackRock
New York
|
+$33.7M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$194M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$52.3M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$43.3M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$36.1M |
| 5 |
JP Morgan Chase
New York
|
-$35.5M |
EQH Hedge Fund Activity: Q4 2020 in Review
352 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2020, worth a combined $10.5B — up 38% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new EQH positions and 34 closed out — a net gain of 46 holders — while 97 added to existing stakes and 143 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $90.6M. The largest seller was Citadel Advisors, cutting an estimated $194M.
- 352 institutional investors held Equitable Holdings (EQH) as of Q4 2020, up from 307 in Q3 2020.
- Funds reported $10.5B of Equitable Holdings stock for Q4 2020, up 38% quarter-over-quarter.
- 80 funds opened new Equitable Holdings positions in Q4 2020 and 34 closed out, a net change of +46 holders.
- The largest Equitable Holdings buyer in Q4 2020 was Viking Global Investors, an estimated $90.6M added.
- The largest Equitable Holdings seller in Q4 2020 was Citadel Advisors, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2020.