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Equitable Holdings
EQH

Overview Fund Activity

278 hedge funds and large institutions have $10.1B invested in Equitable Holdings in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 57 reducing their positions, and 40 closing their positions.

Holders
278
Holders Change
+23
Holders Change %
+9.02%
% of All Funds
5.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
71
Increased
132
Reduced
57
Closed
40
Calls
$8.52M
Puts
$349K
Net Calls
+$8.17M
Net Calls Change
-$865K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$992M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$402M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.16B
4
BlackRock
4
BlackRock
New York
$1.05B
5
Citadel Advisors
5
Citadel Advisors
Florida
$225M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
JIM
2
Jupiter Investment Management
United Kingdom
$0
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$224M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
AAMU
5
Amundi Asset Management US
Massachusetts
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16B 46,624,025 +13,989,112 +43%
BlackRock
2
BlackRock
New York
$1.05B 42,212,096 +11,362,157 +37%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$992M 40,023,940 +17,684,034 +79%
Norges Bank
4
Norges Bank
Norway
$603M 24,347,540 +3,558,762 +17%
Invesco
5
Invesco
Georgia
$593M 23,938,131 -105,918 -0.4%
Pzena Investment Management
6
Pzena Investment Management
New York
$490M 19,778,140 +969,722 +5%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$412M 16,618,882 +2,857,882 +21%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$402M 16,207,748 +15,320,879 +1,728%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$375M 15,116,004 -29,196 -0.2%
State Street
10
State Street
Massachusetts
$273M 11,017,230 +2,093,346 +23%
Citadel Advisors
11
Citadel Advisors
Florida
$225M 9,061,236 +8,515,193 +1,559%
Viking Global Investors
12
Viking Global Investors
Connecticut
$224M 9,048,047 -1,630,901 -15%
SC
13
Sessa Capital
New York
$169M 6,832,463 -186,000 -3%
AL
14
AJO LP
Pennsylvania
$165M 6,674,340 -354,608 -5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$155M 6,236,404 +3,103,234 +99%
Goldman Sachs
16
Goldman Sachs
New York
$148M 5,989,494 +2,866,007 +92%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$137M 5,512,089 +398,463 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$130M 5,252,507 +2,219,276 +73%
EIP
19
Epoch Investment Partners
New York
$101M 4,085,412 -40,430 -1%
First Trust Advisors
20
First Trust Advisors
Illinois
$88.4M 3,566,082 +260,929 +8%
Bank of America
21
Bank of America
North Carolina
$87.7M 3,537,292 +781,772 +28%
AQR Capital Management
22
AQR Capital Management
Connecticut
$82.2M 3,315,875 +40,225 +1%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$77.9M 3,143,261 +3,143,261 New
Legal & General Group
24
Legal & General Group
United Kingdom
$62.4M 2,518,060 +799,177 +46%
Skandinaviska Enskilda Banken (SEB)
25
Skandinaviska Enskilda Banken (SEB)
Sweden
$55.7M 2,249,140 +417,400 +23%
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