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Equitable Holdings
EQH

Overview Fund Activity

272 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
61
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$170M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$83.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.9M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$50.3M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$40.1M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$224M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.2M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$41.7M
4
Goldman Sachs
Goldman Sachs
New York
-$41.4M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
201
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K +$241K +16,688 New
JPMPWA
202
J.P. Morgan Private Wealth Advisors
California
$241K +$241K +16,725 New
Bessemer Group
203
Bessemer Group
New Jersey
$234K -$1.62M -112,000 -87%
LPL Financial
204
LPL Financial
California
$230K +$230K +15,912 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$220K -$135K -9,360 -38%
PGIM
206
Pacific Global Investment Management
California
$215K +$30K +2,076 +16%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$214K -$975K -67,352 -82%
Franklin Resources
208
Franklin Resources
California
$189K +$189K +13,091 New
CCM
209
Cadence Capital Management
Massachusetts
$182K +$182K +12,583 New
SI
210
Stephens Inc
Arkansas
$179K +$179K +12,388 New
EOJOAM
211
E. Ohman J:or Asset Management
Sweden
$173K +$173K +12,000 New
CAM
212
ClariVest Asset Management
California
$171K -$15.6K -1,080 -8%
AC
213
Allstate Corporation
Illinois
$164K -$802K -55,480 -83%
M&T Bank
214
M&T Bank
New York
$163K +$163K +11,311 New
Nordea Investment Management
215
Nordea Investment Management
Sweden
$162K – – –
LFAS
216
Level Four Advisory Services
Texas
$162K +$22.5K +1,610 +16%
WAM
217
World Asset Management
Michigan
$159K +$159K +10,976 New
S
218
Seeyond
France
$157K -$3.68K -108 -2%
William Blair & Company
219
William Blair & Company
Illinois
$155K +$155K +10,715 New
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$145K +$14 +1 +0%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$145K -$242K -16,829 -63%
Osaic Holdings
222
Osaic Holdings
Arizona
$144K +$144K +9,932 New
PCM
223
Penserra Capital Management
California
$139K +$132K +7,415 +1,926%
AT
224
Arden Trust
Delaware
$136K +$136K +9,400 New
US Bancorp
225
US Bancorp
Minnesota
$135K +$109K +7,515 +417%
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