Equitable Holdings
307 hedge funds and large institutions have $7.62B invested in Equitable Holdings in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 123 reducing their positions, and 38 closing their positions.
8% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 38
1% more funds holding
Funds holding: 305 → 307 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.6% less ownership
Funds ownership: 93.53% → 92.92% (-0.6%)
6% less capital invested
Capital invested by funds: $8.13B → $7.62B (-$511M)
12% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 123
12% less call options, than puts
Call options by funds: $16.5M | Put options by funds: $18.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$54.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$44.6M |
| 4 |
CM
Conifer Management
New York
|
+$44.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$82.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.1M |
| 3 |
BlackRock
New York
|
-$40.9M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$40.6M |
| 5 |
Goldman Sachs
New York
|
-$38.4M |
EQH Hedge Fund Activity: Q3 2020 in Review
307 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2020, worth a combined $7.62B — down 6.3% from $8.13B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new EQH positions and 38 closed out — a net gain of 3 holders — while 108 added to existing stakes and 123 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $54.5M. The largest seller was Point72 Asset Management, cutting an estimated $82.2M.
- 307 institutional investors held Equitable Holdings (EQH) as of Q3 2020, up from 305 in Q2 2020.
- Funds reported $7.62B of Equitable Holdings stock for Q3 2020, down 6.3% quarter-over-quarter.
- 41 funds opened new Equitable Holdings positions in Q3 2020 and 38 closed out, a net change of +3 holders.
- The largest Equitable Holdings buyer in Q3 2020 was Arrowstreet Capital, an estimated $54.5M added.
- The largest Equitable Holdings seller in Q3 2020 was Point72 Asset Management, an estimated $82.2M sold.
Based on aggregated 13F filings for Q3 2020.