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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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1.82M -$24.7M -732,449 -93%
TAF
177
Tredje AP-fonden
Sweden
$1.79M -$170K -5,120 -9%
Man Group
178
Man Group
United Kingdom
$1.74M +$1.74M +52,394 New
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$1.7M -$692K -20,783 -29%
LS
180
Livforsakringsbolaget Skandia
Sweden
$1.65M – – –
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$1.57M +$1.57M +47,240 New
TRCT
182
Tower Research Capital (TRC)
New York
$1.56M +$504K +15,137 +48%
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.54M +$63.1K +1,896 +4%
Corient Private Wealth
184
Corient Private Wealth
Florida
$1.51M -$49.9K -1,498 -3%
QCM
185
Qsemble Capital Management
New York
$1.48M +$1.48M +44,369 New
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$1.46M -$12M -360,020 -89%
OTL
187
Oak Thistle LLC
New York
$1.45M +$615K +18,479 +74%
ANTB
188
AMG National Trust Bank
Colorado
$1.42M -$13.8K -415 -1%
IMRF
189
Illinois Municipal Retirement Fund
Illinois
$1.37M – – –
RCG
190
Ruane, Cunniff & Goldfarb
New York
$1.37M -$1.67K -50 -0.1%
LWMM
191
Legacy Wealth Management (Mississippi)
Mississippi
$1.36M – – –
BCIM
192
British Columbia Investment Management
British Columbia, Canada
$1.33M +$253K +7,612 +23%
NAM
193
Nissay Asset Management
Japan
$1.31M +$1.77K +53 +0.1%
IA
194
Icon Advisers
Colorado
$1.31M – – –
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$1.3M -$2.89M -87,346 -69%
Verition Fund Management
196
Verition Fund Management
Connecticut
$1.29M +$115K +3,449 +10%
AIM
197
Aigen Investment Management
New York
$1.26M -$104K -3,129 -8%
EGM
198
Engineers Gate Manager
New York
$1.26M +$1.26M +37,718 New
TD Asset Management
199
TD Asset Management
Ontario, Canada
$1.21M +$288K +8,642 +31%
QOP
200
Quinn Opportunity Partners
Virginia
$1.21M -$133K -4,000 -10%
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