Equitable Holdings
394 hedge funds and large institutions have $9.61B invested in Equitable Holdings in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 152 reducing their positions, and 50 closing their positions.
6% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 50
0.39% more ownership
Funds ownership: 96.38% → 96.77% (+0.39%)
6% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 152
1% less funds holding
Funds holding: 398 → 394 (-4)
17% less capital invested
Capital invested by funds: $11.6B → $9.61B (-$2B)
20% less call options, than puts
Call options by funds: $6.11M | Put options by funds: $7.66M
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$168M |
| 2 |
SC
Sessa Capital
New York
|
+$93.4M |
| 3 |
Morgan Stanley
New York
|
+$39.2M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$38.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.5M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$88.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$63.3M |
| 3 |
Neuberger Berman Group
New York
|
-$53.9M |
| 4 |
Bank of New York Mellon
New York
|
-$47.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$37.5M |
EQH Hedge Fund Activity: Q2 2022 in Review
394 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2022, worth a combined $9.61B — down 17% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new EQH positions and 50 closed out — a net gain of 3 holders — while 143 added to existing stakes and 152 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was Select Equity Group, exiting entirely with an estimated $88.1M sold.
- 394 institutional investors held Equitable Holdings (EQH) as of Q2 2022, down from 398 in Q1 2022.
- Funds reported $9.61B of Equitable Holdings stock for Q2 2022, down 17% quarter-over-quarter.
- 53 funds opened new Equitable Holdings positions in Q2 2022 and 50 closed out, a net change of +3 holders.
- The largest Equitable Holdings buyer in Q2 2022 was T. Rowe Price Associates, an estimated $168M added.
- The largest Equitable Holdings seller in Q2 2022 was Select Equity Group, an estimated $88.1M sold.
Based on aggregated 13F filings for Q2 2022.