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Equitable Holdings
EQH

Overview Fund Activity

272 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
61
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$170M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$108M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$288M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$53.7M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$40.1M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.47M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$177M
4
Goldman Sachs
4
Goldman Sachs
New York
$45.2M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$677M 46,877,806 +253,781 +0.5%
BlackRock
2
BlackRock
New York
$610M 42,225,273 +13,177 +0%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$609M 42,148,705 +2,124,765 +5%
Invesco
4
Invesco
Georgia
$357M 24,726,611 +788,480 +3%
Norges Bank
5
Norges Bank
Norway
$356M 24,658,694 +311,154 +1%
Pzena Investment Management
6
Pzena Investment Management
New York
$319M 22,099,137 +2,320,997 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$288M 19,938,101 +3,730,353 +23%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$239M 16,515,678 -103,204 -0.6%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$177M 12,227,104 -2,888,900 -19%
TIM
10
Thornburg Investment Management
New Mexico
$170M 11,790,135 +11,790,135 New
State Street
11
State Street
Massachusetts
$170M 11,752,415 +735,185 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$169M 11,718,943 +2,657,707 +29%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$113M 7,837,468 +1,601,064 +26%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$108M 7,489,405 +5,780,270 +338%
SC
15
Sessa Capital
New York
$89.6M 6,198,915 -633,548 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$76.1M 5,269,959 +17,452 +0.3%
AL
17
AJO LP
Pennsylvania
$74.8M 5,174,014 -1,500,326 -22%
First Trust Advisors
18
First Trust Advisors
Illinois
$60.6M 4,194,748 +628,666 +18%
ClearBridge Investments
19
ClearBridge Investments
New York
$57.7M 3,995,212 +1,762,508 +79%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$53.7M 3,716,192 +3,480,529 +1,477%
Northern Trust
21
Northern Trust
Illinois
$53.6M 3,708,495 +1,723,768 +87%
Bank of America
22
Bank of America
North Carolina
$51.7M 3,576,646 +39,354 +1%
EIP
23
Epoch Investment Partners
New York
$51.5M 3,562,908 -522,504 -13%
Goldman Sachs
24
Goldman Sachs
New York
$45.2M 3,126,881 -2,862,613 -48%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$40.1M 2,776,648 +2,776,648 New
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