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Equitable Holdings
EQH

Overview Fund Activity

372 hedge funds and large institutions have $11.8B invested in Equitable Holdings in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 46 closing their positions.

Holders
372
Holders Change
-9
Holders Change %
-2.36%
% of All Funds
6.53%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
43
Increased
132
Reduced
144
Closed
46
Calls
$19.7M
Puts
$11.5M
Net Calls
+$8.15M
Net Calls Change
+$8.88M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$719M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$166M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$656M
4
SC
4
Samlyn Capital
New York
$41.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$92.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.33B
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$1.04B
4
Franklin Resources
4
Franklin Resources
California
$40.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.33B 44,894,037 -6,373,560 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.15B 38,722,215 -1,090,432 -3%
BlackRock
3
BlackRock
New York
$1.04B 35,218,583 -2,310,057 -6%
Norges Bank
4
Norges Bank
Norway
$719M 24,266,295 +3,627,827 +18%
Pzena Investment Management
5
Pzena Investment Management
New York
$656M 22,131,172 +1,726,223 +8%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$534M 17,999,904 – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$479M 16,168,140 +386,138 +2%
Invesco
8
Invesco
Georgia
$461M 15,554,179 -366,916 -2%
State Street
9
State Street
Massachusetts
$304M 10,256,486 -351,986 -3%
CM
10
Conifer Management
New York
$247M 8,323,777 – –
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$201M 6,784,078 +237,890 +4%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$177M 5,986,828 -674,374 -10%
TIM
13
Thornburg Investment Management
New Mexico
$168M 5,664,660 – –
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$166M 5,585,437 +1,859,553 +50%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$147M 4,942,946 -835,552 -14%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$142M 4,817,432 +222,196 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$136M 4,592,332 -152,280 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$128M 4,322,840 -156,000 -3%
SC
19
Sessa Capital
New York
$127M 4,292,228 -346,293 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$126M 4,246,468 +440,957 +12%
Fidelity International
21
Fidelity International
Bermuda
$121M 4,081,425 -145,792 -3%
ClearBridge Investments
22
ClearBridge Investments
New York
$121M 4,066,479 +133,696 +3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$114M 3,838,969 -380,600 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$97.5M 3,288,596 +366,978 +13%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$94.9M 3,201,112 +17,469 +0.5%
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