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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$94.5M
2
OCAM
2
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
EIP
5
Epoch Investment Partners
New York
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.56B 51,267,597 -2,560,628 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B 39,812,647 -984,479 -2%
BlackRock
3
BlackRock
New York
$1.14B 37,528,640 -790,526 -2%
Norges Bank
4
Norges Bank
Norway
$628M 20,638,468 -667,118 -3%
Pzena Investment Management
5
Pzena Investment Management
New York
$621M 20,404,949 +351,283 +2%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$548M 17,999,904 – –
Invesco
7
Invesco
Georgia
$485M 15,921,095 -84,603 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$481M 15,782,002 +2,334,933 +17%
State Street
9
State Street
Massachusetts
$323M 10,608,472 +252,471 +2%
CM
10
Conifer Management
New York
$253M 8,323,777 -676,223 -8%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$203M 6,661,202 +366,861 +6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$199M 6,546,188 -291,493 -4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$176M 5,778,498 +166,202 +3%
TIM
14
Thornburg Investment Management
New Mexico
$172M 5,664,660 -174,032 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$144M 4,744,612 +220,400 +5%
SC
16
Sessa Capital
New York
$141M 4,638,521 -325,918 -7%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$140M 4,595,236 +1,884,271 +70%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$136M 4,478,840 +1,386,641 +45%
Fidelity International
19
Fidelity International
Bermuda
$129M 4,227,217 -84,453 -2%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$128M 4,219,569 -5,030,335 -54%
ClearBridge Investments
21
ClearBridge Investments
New York
$120M 3,932,783 +18,962 +0.5%
Citadel Advisors
22
Citadel Advisors
Florida
$116M 3,805,511 +1,404,866 +59%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$113M 3,725,884 +938,938 +34%
BCPEMI
24
Bain Capital Public Equity Management II
Massachusetts
$104M 3,424,313 -527,334 -13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$103M 3,373,971 -159,107 -5%
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