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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$183M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$129M
3
Goldman Sachs
3
Goldman Sachs
New York
$118M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$101M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$195M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$695M
2
Invesco
2
Invesco
Georgia
$522M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$302M
4
TIM
4
Thornburg Investment Management
New Mexico
$190M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$439M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.76B 53,828,225 +701,813 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.33B 40,797,126 -802,959 -2%
BlackRock
3
BlackRock
New York
$1.25B 38,319,166 +1,938,310 +5%
Norges Bank
4
Norges Bank
Norway
$695M 21,305,586 -6,661,562 -24%
Pzena Investment Management
5
Pzena Investment Management
New York
$654M 20,053,666 +386,438 +2%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$587M 17,999,904 -13,945 -0.1%
Invesco
7
Invesco
Georgia
$522M 16,005,698 -6,396,916 -29%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$439M 13,447,069 -2,101,372 -14%
State Street
9
State Street
Massachusetts
$338M 10,356,001 -426,730 -4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$302M 9,249,904 -3,238,700 -26%
CM
11
Conifer Management
New York
$294M 9,000,000 – –
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$223M 6,837,681 -336,856 -5%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$205M 6,294,341 -186,808 -3%
Viking Global Investors
14
Viking Global Investors
Connecticut
$195M 5,987,489 +2,113,379 +55%
TIM
15
Thornburg Investment Management
New Mexico
$190M 5,838,692 -2,919,250 -33%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$183M 5,612,296 +5,575,148 +15,008%
SC
17
Sessa Capital
New York
$162M 4,964,439 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$147M 4,524,212 +256,575 +6%
Fidelity International
19
Fidelity International
Bermuda
$141M 4,311,670 -75,516 -2%
BCPEMI
20
Bain Capital Public Equity Management II
Massachusetts
$129M 3,951,647 +3,951,647 New
ClearBridge Investments
21
ClearBridge Investments
New York
$128M 3,913,821 -284,567 -7%
Goldman Sachs
22
Goldman Sachs
New York
$118M 3,626,648 +2,732,725 +306%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$115M 3,533,078 -316,490 -8%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$112M 3,444,576 -226,438 -6%
AIM
25
Artemis Investment Management
United Kingdom
$109M 3,355,732 +1,818,576 +118%
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