Equitable Holdings
384 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 41 closing their positions.
44% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 41
5% more funds holding
Funds holding: 367 → 384 (+17)
2.22% more ownership
Funds ownership: 94.39% → 96.62% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
4% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 142
6% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $11.5M
6% less capital invested
Capital invested by funds: $13.4B → $12.6B (-$811M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$100M |
| 2 |
OCAM
Owl Creek Asset Management
New York
|
+$92.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$76.2M |
| 4 |
Neuberger Berman Group
New York
|
+$61.5M |
| 5 |
Bank of New York Mellon
New York
|
+$54.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$195M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$164M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$83.5M |
| 4 |
Goldman Sachs
New York
|
-$76.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$43.8M |
EQH Hedge Fund Activity: Q2 2021 in Review
384 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2021, worth a combined $12.6B — down 6% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EQH positions and 41 closed out — a net gain of 18 holders — while 137 added to existing stakes and 142 trimmed.
The largest buyer was Franklin Resources, adding an estimated $100M. The largest seller was Viking Global Investors, exiting entirely with an estimated $195M sold.
- 384 institutional investors held Equitable Holdings (EQH) as of Q2 2021, up from 367 in Q1 2021.
- Funds reported $12.6B of Equitable Holdings stock for Q2 2021, down 6% quarter-over-quarter.
- 59 funds opened new Equitable Holdings positions in Q2 2021 and 41 closed out, a net change of +18 holders.
- The largest Equitable Holdings buyer in Q2 2021 was Franklin Resources, an estimated $100M added.
- The largest Equitable Holdings seller in Q2 2021 was Viking Global Investors, an estimated $195M sold.
Based on aggregated 13F filings for Q2 2021.