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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 %
SAM
201
Shell Asset Management
Netherlands
$1.21M -$699K -21,000 -37%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$1.14M +$1.14M +34,360 New
P
203
&Partners
Tennessee
$1.13M +$499 +15 +0%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$1.11M -$886K -26,609 -44%
DPAM
205
Degroof Petercam Asset Management
Belgium
$1.1M +$1.1M +33,000 New
SGI
206
Summit Global Investments
Utah
$1.06M +$1.06M +31,951 New
VCA
207
Verdence Capital Advisors
Maryland
$1.06M -$178K -5,333 -14%
FNA
208
First National Advisers
Nebraska
$1.04M +$318K +9,566 +44%
RWM
209
Ritholtz Wealth Management
New York
$1.03M -$69.3K -2,082 -6%
IAN
210
Integrated Advisors Network
Texas
$1.01M -$34K -1,020 -3%
EMPI
211
Elo Mutual Pension Insurance
Finland
$1.01M +$8.13K +244 +0.8%
Janus Henderson Group
212
Janus Henderson Group
United Kingdom
$1.01M -$10.6K -317 -1%
MFIM
213
Mesirow Financial Investment Management
Illinois
$1,000K +$1,000K +30,015 New
PHK
214
Point72 Hong Kong
Hong Kong
$993K +$993K +29,822 New
HighTower Advisors
215
HighTower Advisors
Illinois
$984K -$116K -3,474 -11%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$982K -$146K -4,377 -13%
LAM
217
LECAP Asset Management
United Kingdom
$976K +$976K +29,314 New
GEM
218
Global Endowment Management
North Carolina
$969K -$180K -5,400 -16%
WSTAM
219
Wilbanks Smith & Thomas Asset Management
Virginia
$933K -$1.12M -33,613 -55%
VPIM
220
Vanguard Personalized Indexing Management
California
$924K +$396K +11,906 +75%
TI
221
Tidal Investments
Wisconsin
$914K -$95.2K -2,858 -9%
MSRPS
222
Maryland State Retirement & Pension System
Maryland
$909K – – –
ZIM
223
Zacks Investment Management
Illinois
$901K +$901K +42,244 New
SAM
224
Securian Asset Management
Minnesota
$894K +$894K +26,851 New
EA
225
Ellsworth Advisors
Ohio
$894K +$894K +26,839 New
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9
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