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Equitable Holdings
EQH

398 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.56M

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

1.22% more ownership

Funds ownership: 95.16% → 96.38% (+1.2%)

0% more funds holding

Funds holding: 397 → 398 (+1)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

8% less capital invested

Capital invested by funds: $12.6B → $11.6B (-$1.02B)

13% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 164

Holders
398
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
57
Increased
142
Reduced
164
Closed
50
Calls
$10.7M
Puts
$6.56M
Net Calls
+$4.13M
Net Calls Change
+$13.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$94M
2
Goldman Sachs
Goldman Sachs
New York
+$58.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$47.2M
4
CIC
Chilton Investment Company
Connecticut
+$41.5M
5
Barclays
Barclays
United Kingdom
+$40.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$47.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$44.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.4M
5
AIM
Artemis Investment Management
United Kingdom
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
151
Man Group
United Kingdom
$3.62M -$3.25M -98,457 -46%
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$3.43M -$5.02M -152,285 -58%
Aviva
153
Aviva
United Kingdom
$3.39M -$162K -4,927 -4%
American Century Companies
154
American Century Companies
Missouri
$3.38M +$714K +21,666 +25%
ASRS
155
Arizona State Retirement System
Arizona
$3.13M +$12.1K +368 +0.4%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$3.05M -$615K -18,651 -16%
AllianceBernstein
157
AllianceBernstein
Tennessee
$2.95M -$346K -10,491 -10%
MF
158
Magnetar Financial
Illinois
$2.88M +$3.07M +93,269 New
BCM
159
BTC Capital Management
Iowa
$2.88M +$3.07M +93,067 New
EVM
160
Eaton Vance Management
Massachusetts
$2.81M +$2.98M +90,279 +18,614%
KCM
161
Kendall Capital Management
Maryland
$2.67M +$96.1K +2,917 +3%
ATIA
162
American Trust Investment Advisors
New Hampshire
$2.6M +$2.77M +83,970 New
Victory Capital Management
163
Victory Capital Management
Texas
$2.59M -$496K -15,055 -14%
APF
164
Alaska Permanent Fund
Alaska
$2.46M – – –
Nomura Asset Management
165
Nomura Asset Management
Japan
$2.44M -$20.8K -630 -0.8%
DA
166
Duality Advisers
Florida
$2.4M +$2.56M +77,673 New
FNBOO
167
First National Bank of Omaha
Nebraska
$2.38M -$2.55M -77,430 -50%
BMSSC
168
B. Metzler seel. Sohn & Co
Germany
$2.38M – – –
II
169
IFM Investors
Australia
$2.37M +$365K +11,077 +17%
PCOC
170
Power Corp of Canada
Canada
$2.3M +$2.45M +74,375 New
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.29M +$174K +5,287 +8%
LS
172
Livforsakringsbolaget Skandia
Sweden
$2.25M +$175K +5,300 +8%
PE
173
Point72 Europe
United Kingdom
$2.09M -$2.58M -78,200 -54%
GIM
174
Greenwich Investment Management
Connecticut
$2.06M -$297K -9,012 -12%
WG
175
Winton Group
United Kingdom
$2.04M -$624K -18,943 -22%
5 6
7
8 9

EQH Hedge Fund Activity: Q1 2022 in Review

398 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2022, worth a combined $11.6B — down 8.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EQH positions and 50 closed out — a net gain of 7 holders — while 142 added to existing stakes and 164 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $94M. The largest seller was T. Rowe Price Associates, cutting an estimated $533M.

  • 398 institutional investors held Equitable Holdings (EQH) as of Q1 2022, up from 397 in Q4 2021.
  • Funds reported $11.6B of Equitable Holdings stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 57 funds opened new Equitable Holdings positions in Q1 2022 and 50 closed out, a net change of +7 holders.
  • The largest Equitable Holdings buyer in Q1 2022 was Select Equity Group, an estimated $94M added.
  • The largest Equitable Holdings seller in Q1 2022 was T. Rowe Price Associates, an estimated $533M sold.

Based on aggregated 13F filings for Q1 2022.