Equitable Holdings
490 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 158 increasing their positions, 175 reducing their positions, and 43 closing their positions.
116% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 43
9% more funds holding
Funds holding: 448 → 490 (+42)
5% more capital invested
Capital invested by funds: $11.9B → $12.5B (+$582M)
10% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 175
1.1% less ownership
Funds ownership: 95.37% → 94.27% (-1.1%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
65% less call options, than puts
Call options by funds: $3.91M | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$149M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$124M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$106M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$81.7M |
| 5 |
Goldman Sachs
New York
|
+$77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$262M |
| 2 |
BlackRock
New York
|
-$224M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$184M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$179M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.5M |
EQH Hedge Fund Activity: Q2 2024 in Review
490 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2024, worth a combined $12.5B — up 4.9% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new EQH positions and 43 closed out — a net gain of 50 holders — while 158 added to existing stakes and 175 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $149M. The largest seller was Pzena Investment Management, cutting an estimated $262M.
- 490 institutional investors held Equitable Holdings (EQH) as of Q2 2024, up from 448 in Q1 2024.
- Funds reported $12.5B of Equitable Holdings stock for Q2 2024, up 4.9% quarter-over-quarter.
- 93 funds opened new Equitable Holdings positions in Q2 2024 and 43 closed out, a net change of +50 holders.
- The largest Equitable Holdings buyer in Q2 2024 was Viking Global Investors, an estimated $149M added.
- The largest Equitable Holdings seller in Q2 2024 was Pzena Investment Management, an estimated $262M sold.
Based on aggregated 13F filings for Q2 2024.