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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 %
X
151
Xponance
Pennsylvania
$2.47M +$733K +22,017 +42%
DnB Asset Management
152
DnB Asset Management
Norway
$2.45M -$287K -8,633 -11%
WCM
153
Wedge Capital Management
North Carolina
$2.44M +$177K +5,310 +8%
Skandinaviska Enskilda Banken (SEB)
154
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.43M -$34.2K -1,028 -1%
CSS
155
Cubist Systematic Strategies
Connecticut
$2.42M -$151K -4,521 -6%
TG
156
TCW Group
California
$2.4M +$12.4K +371 +0.5%
NMIMC
157
Northwestern Mutual Investment Management Company
Wisconsin
$2.36M +$2.36M +70,786 New
AIP
158
Ameritas Investment Partners
Nebraska
$2.34M +$2.34M +70,253 New
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.34M +$2.34M +70,209 New
OTPPB
160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.32M +$383K +11,508 +20%
FNBOO
161
First National Bank of Omaha
Nebraska
$2.29M -$349K -10,485 -13%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$2.27M – – –
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$2.24M -$121K -3,664 -5%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$2.2M -$211K -6,340 -9%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$2.18M +$2.18M +65,500 New
KBC Group
166
KBC Group
Belgium
$2.17M +$467K +14,034 +27%
Macquarie Group
167
Macquarie Group
Australia
$2.17M -$1.21M -36,222 -36%
IIM
168
INTECH Investment Management
Florida
$2.08M -$706K -21,204 -25%
GIM
169
Greenwich Investment Management
Connecticut
$2.05M -$28.7K -861 -1%
EC
170
EJF Capital
Virginia
$2.04M -$415K -12,466 -17%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$2.02M -$629K -18,885 -24%
SC
172
Searle & Co
Connecticut
$2.01M – – –
URS
173
Utah Retirement Systems
Utah
$2M -$50K -1,500 -2%
Federated Hermes
174
Federated Hermes
Pennsylvania
$1.99M +$1.37M +41,082 +219%
LPL Financial
175
LPL Financial
California
$1.87M +$76.7K +2,302 +4%
5 6
7
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