EQH icon

Equitable Holdings
EQH

Overview Fund Activity

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$78.2M
2
WP
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
Fidelity International
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
201
LPL Financial
California
$1.57M -$567K -14,906 -27%
IMRF
202
Illinois Municipal Retirement Fund
Illinois
$1.57M – – –
RCG
203
Ruane, Cunniff & Goldfarb
New York
$1.55M -$4.49K -118 -0.3%
LWMM
204
Legacy Wealth Management (Mississippi)
Mississippi
$1.55M – – –
Royal Bank of Canada
205
Royal Bank of Canada
Ontario, Canada
$1.55M -$118K -3,109 -7%
BCIM
206
British Columbia Investment Management
British Columbia, Canada
$1.54M +$15.1K +398 +1%
FNA
207
First National Advisers
Nebraska
$1.52M +$447K +13,005 +42%
RIM
208
Redwood Investment Management
Arizona
$1.51M +$1.51M +39,598 New
NAM
209
Nissay Asset Management
Japan
$1.48M -$14.1K -371 -0.9%
IA
210
Icon Advisers
Colorado
$1.47M – – –
TD Asset Management
211
TD Asset Management
Ontario, Canada
$1.36M -$21.7K -571 -2%
MFIM
212
Mesirow Financial Investment Management
Illinois
$1.34M +$202K +5,316 +18%
BCM
213
Bayesian Capital Management
New York
$1.3M +$1.3M +34,200 New
P
214
&Partners
Tennessee
$1.3M +$494 +13 +0%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$1.29M -$11.8K -310 -0.9%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$1.29M -$7.34M -193,103 -85%
DPAM
217
Degroof Petercam Asset Management
Belgium
$1.25M – – –
QC
218
Quadrature Capital
United Kingdom
$1.24M -$1.76M -46,331 -59%
XT
219
XTX Topco
Cayman Islands
$1.23M +$1.23M +32,243 New
AI
220
AXS Investments
New York
$1.22M +$1.22M +32,000 New
EMPI
221
Elo Mutual Pension Insurance
Finland
$1.18M +$25.3K +666 +2%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$1.17M +$1.17M +30,736 New
EC
223
EJF Capital
Virginia
$1.16M -$1.17M -30,800 -50%
QOP
224
Quinn Opportunity Partners
Virginia
$1.16M -$228K -6,000 -16%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$1.15M +$266 +7 +0%
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