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Equitable Holdings

273 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.9M

13% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 91

7.16% more ownership

Funds ownership: 83.26%90.43% (+7.2%)

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

2% less funds holding

Funds holding: 278273 (-5)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less capital invested

Capital invested by funds: $10.1B → $6.06B (-$4.03B)

Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
62
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$677M +$5.54M +253,781 +0.5%
BlackRock
2
BlackRock
New York
$610M +$288K +13,177 +0%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$609M +$46.4M +2,124,765 +5%
Invesco
4
Invesco
Georgia
$357M +$17.2M +788,480 +3%
Norges Bank
5
Norges Bank
Norway
$356M +$6.8M +311,154 +1%
Pzena Investment Management
6
Pzena Investment Management
New York
$319M +$50.7M +2,320,997 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$288M +$81.5M +3,730,353 +23%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$239M -$2.25M -103,204 -0.6%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$177M -$63.1M -2,888,900 -19%
TIM
10
Thornburg Investment Management
New Mexico
$170M +$258M +11,790,135 New
State Street
11
State Street
Massachusetts
$170M +$16.1M +735,185 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$169M +$58M +2,657,707 +29%
N
13
Nuveen
North Carolina
$113M +$35M +1,601,064 +26%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$108M +$126M +5,780,270 +338%
SC
15
Sessa Capital
New York
$89.6M -$13.8M -633,548 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$76.1M +$381K +17,452 +0.3%
AL
17
AJO LP
Pennsylvania
$74.8M -$32.8M -1,500,326 -22%
First Trust Advisors
18
First Trust Advisors
Illinois
$60.6M +$13.7M +628,666 +18%
ClearBridge Investments
19
ClearBridge Investments
New York
$57.7M +$38.5M +1,762,508 +79%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$53.7M +$76M +3,480,529 +1,477%
Northern Trust
21
Northern Trust
Illinois
$53.6M +$37.6M +1,723,768 +87%
Bank of America
22
Bank of America
North Carolina
$51.7M +$860K +39,354 +1%
EIP
23
Epoch Investment Partners
New York
$51.5M -$11.4M -522,504 -13%
Goldman Sachs
24
Goldman Sachs
New York
$45.2M -$62.5M -2,862,613 -48%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$40.1M +$60.6M +2,776,648 New