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Equitable Holdings
EQH

502 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 154

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% more funds holding

Funds holding: 490 → 502 (+12)

0% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$32.8M)

0% more ownership

Funds ownership: 94.27% → 94.27% (+0%)

49% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $11.8M

Holders
502
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
7.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
154
Closed
48
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$190M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$71.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$45.9M
4
Capital International Investors
Capital International Investors
California
+$37M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.6M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$181M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$115M
3
ZIG
Zurich Insurance Group
Switzerland
-$110M
4
Pzena Investment Management
Pzena Investment Management
New York
-$90.7M
5
Goldman Sachs
Goldman Sachs
New York
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
201
INTECH Investment Management
Florida
$2.57M +$113K +2,765 +5%
BCM
202
BTC Capital Management
Iowa
$2.55M -$85.7K -2,090 -3%
SC
203
Searle & Co
Connecticut
$2.5M -$20.5K -500 -0.8%
DnB Asset Management
204
DnB Asset Management
Norway
$2.44M – – –
ATPW
205
Ashton Thomas Private Wealth
Arizona
$2.43M -$425K -10,370 -15%
LPL Financial
206
LPL Financial
California
$2.34M +$6.03K +147 +0.3%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$2.28M -$348K -8,481 -14%
URS
208
Utah Retirement Systems
Utah
$2.27M – – –
TAF
209
Tredje AP-fonden
Sweden
$2.22M – – –
Corient Private Wealth
210
Corient Private Wealth
Florida
$2.11M +$289K +7,035 +16%
Tudor Investment Corp
211
Tudor Investment Corp
Connecticut
$2.11M +$2.06M +50,116 New
DTL
212
Dynamic Technology Lab
Singapore
$2.09M +$1.57M +38,342 +336%
KBC Group
213
KBC Group
Belgium
$2.09M – – –
SSA
214
Schonfeld Strategic Advisors
New York
$2.06M -$2.74M -66,795 -58%
CCIA
215
Campbell & Co Investment Adviser
Maryland
$2.02M +$1.97M +48,007 New
BMSSC
216
B. Metzler seel. Sohn & Co
Germany
$1.97M +$208K +5,069 +12%
Pacer Advisors
217
Pacer Advisors
Pennsylvania
$1.96M +$33.4K +813 +2%
Credit Agricole
218
Credit Agricole
France
$1.9M +$26.7K +650 +1%
LAM
219
LECAP Asset Management
United Kingdom
$1.9M +$1.85M +45,104 New
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$1.88M +$392K +9,563 +27%
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8M -$20.5K -500 -1%
IMRF
222
Illinois Municipal Retirement Fund
Illinois
$1.73M – – –
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$1.73M -$411K -10,024 -20%
MC
224
Maverick Capital
Texas
$1.73M +$175K +4,260 +12%
LWMM
225
Legacy Wealth Management (Mississippi)
Mississippi
$1.72M – – –
7 8
9
10 11

EQH Hedge Fund Activity: Q3 2024 in Review

502 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2024, worth a combined $12.6B — up 0.26% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EQH positions and 48 closed out — a net gain of 14 holders — while 210 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was HSBC Holdings, cutting an estimated $181M.

  • 502 institutional investors held Equitable Holdings (EQH) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $12.6B of Equitable Holdings stock for Q3 2024, up 0.26% quarter-over-quarter.
  • 62 funds opened new Equitable Holdings positions in Q3 2024 and 48 closed out, a net change of +14 holders.
  • The largest Equitable Holdings buyer in Q3 2024 was BlackRock, an estimated $190M added.
  • The largest Equitable Holdings seller in Q3 2024 was HSBC Holdings, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.