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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$177M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.1M
3
BlackRock
BlackRock
New York
$849M
4
GC
Gillson Capital
Illinois
$36.5M
5
Citadel Advisors
Citadel Advisors
Florida
$23.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$435M
4
Goldman Sachs
Goldman Sachs
New York
$31.1M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
151
AllianceBernstein
Tennessee
$2.6M -$32K -1,261 -1%
Macquarie Group
152
Macquarie Group
Australia
$2.56M +$204K +8,040 +9%
ATIA
153
American Trust Investment Advisors
New Hampshire
$2.46M +$89.6K +3,530 +4%
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$2.46M +$48.5K +1,911 +2%
Stifel Financial
155
Stifel Financial
Missouri
$2.46M -$868K -34,195 -26%
FNBOO
156
First National Bank of Omaha
Nebraska
$2.37M +$641K +25,234 +37%
Nomura Asset Management
157
Nomura Asset Management
Japan
$2.28M +$18.1K +714 +0.8%
KCM
158
Kendall Capital Management
Maryland
$2.22M -$1.4K -55 -0.1%
VIA
159
Vident Investment Advisory
Georgia
$2.2M +$1.98M +78,023 +916%
HAI
160
Hennessy Advisors Inc
California
$2.2M +$2.2M +86,500 New
DnB Asset Management
161
DnB Asset Management
Norway
$2.17M -$235K -9,262 -10%
AG
162
Algert Global
California
$2.17M +$2.17M +85,550 New
TAF
163
Tredje AP-fonden
Sweden
$1.99M +$64.3K +2,532 +3%
KBC Group
164
KBC Group
Belgium
$1.89M -$426K -16,795 -18%
BCM
165
BTC Capital Management
Iowa
$1.86M -$973K -38,316 -34%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$1.85M +$132K +5,387 +8%
Corient Private Wealth
167
Corient Private Wealth
Florida
$1.68M -$280K -11,045 -14%
URS
168
Utah Retirement Systems
Utah
$1.66M – – –
GIM
169
Greenwich Investment Management
Connecticut
$1.65M -$3.17K -125 -0.2%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$1.64M – – –
TG
171
TCW Group
California
$1.64M -$25.9K -1,019 -2%
PI
172
PGGM Investments
Netherlands
$1.63M +$808K +31,825 +98%
CIP
173
Chartwell Investment Partners
Pennsylvania
$1.56M – – –
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$1.54M +$571K +22,508 +59%
JAM
175
Jupiter Asset Management
United Kingdom
$1.54M +$1.54M +60,673 New
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