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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
176
Steamboat Capital Partners
New York
$3.09M +$1.99M +48,508 +194%
WCM
177
Wedge Capital Management
North Carolina
$3.09M +$110K +2,669 +4%
BCM
178
BlueMar Capital Management
Florida
$3.07M – – –
PHK
179
Point72 Hong Kong
Hong Kong
$3.04M +$2.97M +72,345 New
SI
180
Stephens Inc
Arkansas
$2.98M -$23.1K -562 -0.8%
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$2.98M +$111K +2,706 +4%
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.96M +$112K +2,723 +4%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M -$6.56K -160 -0.2%
EI
184
Ethic Inc
New York
$2.85M +$71.6K +1,745 +2%
CC
185
Centiva Capital
New York
$2.84M +$597K +14,556 +28%
PE
186
Point72 Europe
United Kingdom
$2.83M -$2.44M -59,551 -47%
Aviva
187
Aviva
United Kingdom
$2.79M +$58.3K +1,421 +2%
OTL
188
Oak Thistle LLC
New York
$2.78M +$2.21M +53,930 +440%
AIP
189
Ameritas Investment Partners
Nebraska
$2.76M +$23.6K +574 +0.9%
OAC
190
OMERS Administration Corp
Ontario, Canada
$2.76M -$1.08M -26,400 -29%
NMERB
191
New Mexico Educational Retirement Board
New Mexico
$2.75M – – –
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$2.72M +$53.3K +1,300 +2%
LS
193
Livforsakringsbolaget Skandia
Sweden
$2.7M +$611K +14,900 +30%
A
194
AlphaQuest
New York
$2.68M +$2.07M +50,453 +377%
MIF
195
Mediolanum International Funds
Ireland
$2.68M -$2.13M -51,834 -45%
FAF
196
Första AP-fonden
Sweden
$2.67M +$578K +14,100 +29%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$2.66M -$882K -21,495 -25%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$2.62M -$4.35K -106 -0.2%
FNA
199
First National Advisers
Nebraska
$2.6M +$122K +2,962 +5%
Prudential Financial
200
Prudential Financial
New Jersey
$2.59M -$307K -7,491 -11%
6 7
8
9 10

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.