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Equitable Holdings
EQH

Overview Fund Activity

304 hedge funds and large institutions have $8.13B invested in Equitable Holdings in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 103 reducing their positions, and 34 closing their positions.

Holders
304
Holders Change
+32
Holders Change %
+11.76%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
108
Reduced
103
Closed
34
Calls
$23.5M
Puts
$21.1M
Net Calls
+$2.43M
Net Calls Change
-$960K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$969M
2
CM
2
Conifer Management
New York
$94.5M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$116M
4
AIM
4
Artemis Investment Management
United Kingdom
$42.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$41.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$713M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.57M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$855M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$335M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$969M 50,224,141 +8,075,436 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$855M 44,326,045 -2,551,761 -5%
BlackRock
3
BlackRock
New York
$713M 36,975,245 -5,250,028 -12%
Norges Bank
4
Norges Bank
Norway
$477M 24,732,935 +74,241 +0.3%
Invesco
5
Invesco
Georgia
$462M 23,932,720 -793,891 -3%
Pzena Investment Management
6
Pzena Investment Management
New York
$384M 19,927,019 -2,172,118 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$335M 17,387,397 -2,550,704 -13%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$322M 16,675,707 +160,029 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$246M 12,767,185 +1,048,242 +9%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$240M 12,430,504 +203,400 +2%
TIM
11
Thornburg Investment Management
New Mexico
$227M 11,790,135 – –
State Street
12
State Street
Massachusetts
$203M 10,502,257 -1,250,158 -11%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$126M 6,538,237 -1,299,231 -17%
SC
14
Sessa Capital
New York
$120M 6,198,915 – –
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$116M 6,036,676 +2,320,484 +62%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$102M 5,309,222 -2,180,183 -29%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$94.8M 4,919,596 -350,363 -7%
CM
18
Conifer Management
New York
$94.5M 4,899,270 +3,099,270 +172%
ClearBridge Investments
19
ClearBridge Investments
New York
$86.3M 4,472,837 +477,625 +12%
AL
20
AJO LP
Pennsylvania
$84.7M 4,392,318 -781,696 -15%
Northern Trust
21
Northern Trust
Illinois
$69.7M 3,612,684 -95,811 -3%
CS
22
Credit Suisse
Switzerland
$58.1M 3,011,721 +828,353 +38%
Goldman Sachs
23
Goldman Sachs
New York
$56.8M 2,945,640 -181,241 -6%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$55.5M 2,878,655 +568,032 +25%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$54.8M 2,839,274 +1,682,223 +145%
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