Equitable Holdings
398 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 164 reducing their positions, and 50 closing their positions.
63% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $6.56M
14% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 50
1.22% more ownership
Funds ownership: 95.16% → 96.38% (+1.2%)
0% more funds holding
Funds holding: 397 → 398 (+1)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
8% less capital invested
Capital invested by funds: $12.6B → $11.6B (-$1.02B)
13% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 164
Top Buyers
| 1 |
Select Equity Group
New York
|
+$94M |
| 2 |
Goldman Sachs
New York
|
+$58.8M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$47.2M |
| 4 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$41.5M |
| 5 |
Barclays
London,
United Kingdom
|
+$40.8M |
Top Sellers
EQH Hedge Fund Activity: Q1 2022 in Review
398 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2022, worth a combined $11.6B — down 8.1% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new EQH positions and 50 closed out — a net gain of 7 holders — while 142 added to existing stakes and 164 trimmed.
The largest buyer was Select Equity Group, opening a new position worth an estimated $94M. The largest seller was T. Rowe Price Associates, cutting an estimated $533M.
- 398 institutional investors held Equitable Holdings (EQH) as of Q1 2022, up from 397 in Q4 2021.
- Funds reported $11.6B of Equitable Holdings stock for Q1 2022, down 8.1% quarter-over-quarter.
- 57 funds opened new Equitable Holdings positions in Q1 2022 and 50 closed out, a net change of +7 holders.
- The largest Equitable Holdings buyer in Q1 2022 was Select Equity Group, an estimated $94M added.
- The largest Equitable Holdings seller in Q1 2022 was T. Rowe Price Associates, an estimated $533M sold.
Based on aggregated 13F filings for Q1 2022.