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Equitable Holdings
EQH

Overview Fund Activity

351 hedge funds and large institutions have $10.5B invested in Equitable Holdings in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 96 increasing their positions, 143 reducing their positions, and 34 closing their positions.

Holders
351
Holders Change
+45
Holders Change %
+14.71%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
80
Increased
96
Reduced
143
Closed
34
Calls
$41.1M
Puts
$27.3M
Net Calls
+$13.8M
Net Calls Change
+$16.2M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$99.1M
2
Fidelity International
2
Fidelity International
Bermuda
$112M
3
CM
3
Conifer Management
New York
$230M
4
BlackRock
4
BlackRock
New York
$931M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$34.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$71.8M
2
TIM
2
Thornburg Investment Management
New Mexico
$224M
3
AL
3
AJO LP
Pennsylvania
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.12M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.55M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.36B 53,126,412 +192,424 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.06B 41,600,085 -682,525 -2%
BlackRock
3
BlackRock
New York
$931M 36,380,856 +1,440,184 +4%
Norges Bank
4
Norges Bank
Norway
$716M 27,967,148 +1,014,467 +4%
Invesco
5
Invesco
Georgia
$573M 22,402,614 -546,315 -2%
Pzena Investment Management
6
Pzena Investment Management
New York
$503M 19,667,228 -968,185 -5%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$461M 18,013,849 +1,253,882 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$398M 15,548,441 -1,253,898 -7%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$320M 12,488,604 -8,300 -0.1%
State Street
10
State Street
Massachusetts
$276M 10,782,731 +286,281 +3%
CM
11
Conifer Management
New York
$230M 9,000,000 +1,900,000 +27%
TIM
12
Thornburg Investment Management
New Mexico
$224M 8,757,942 -2,236,693 -20%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$184M 7,174,537 +160,296 +2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$166M 6,481,149 -729,980 -10%
SC
15
Sessa Capital
New York
$127M 4,964,439 -215,000 -4%
Fidelity International
16
Fidelity International
Bermuda
$112M 4,387,186 +3,804,613 +653%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$109M 4,267,637 -23,220 -0.5%
ClearBridge Investments
18
ClearBridge Investments
New York
$107M 4,198,388 -205,512 -5%
Viking Global Investors
19
Viking Global Investors
Connecticut
$99.1M 3,874,110 +3,874,110 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$98.5M 3,849,568 -1,026,950 -21%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$93.9M 3,671,014 +896,099 +32%
Northern Trust
22
Northern Trust
Illinois
$86M 3,359,941 -100,111 -3%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$82.2M 3,210,285 +297,834 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$71.8M 2,805,736 -8,273,340 -75%
Legal & General Group
25
Legal & General Group
United Kingdom
$65M 2,538,593 -73,665 -3%
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