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Equitable Holdings
EQH

Overview Fund Activity

396 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 150 reducing their positions, and 34 closing their positions.

Holders
396
Holders Change
+24
Holders Change %
+6.45%
% of All Funds
6.12%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
64
Increased
134
Reduced
150
Closed
34
Calls
$17.8M
Puts
$27.2M
Net Calls
-$9.42M
Net Calls Change
-$17.6M

Top Buyers

1
SC
1
Samlyn Capital
New York
$89.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$111M
4
N
4
Natixis
France
$27.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$47.5M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$12.7M
2
Invesco
2
Invesco
Georgia
$441M
3
BlackRock
3
BlackRock
New York
$1.09B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$87M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.48B 45,033,655 +139,618 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29B 39,288,878 +566,663 +1%
BlackRock
3
BlackRock
New York
$1.09B 33,207,444 -2,011,139 -6%
Norges Bank
4
Norges Bank
Norway
$773M 23,585,331 -680,964 -3%
Pzena Investment Management
5
Pzena Investment Management
New York
$724M 22,083,633 -47,539 -0.2%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$598M 18,240,809 +240,905 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$481M 14,662,842 -1,505,298 -9%
Invesco
8
Invesco
Georgia
$441M 13,463,783 -2,090,396 -13%
State Street
9
State Street
Massachusetts
$316M 9,631,463 -625,023 -6%
CM
10
Conifer Management
New York
$273M 8,323,777 – –
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$226M 6,891,102 +107,024 +2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$212M 6,451,089 +464,261 +8%
TIM
13
Thornburg Investment Management
New Mexico
$186M 5,667,437 +2,777 +0%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$173M 5,272,753 -312,684 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$170M 5,176,976 +854,136 +20%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$159M 4,856,883 -86,063 -2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$154M 4,741,058 -76,374 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$151M 4,625,196 +32,864 +0.7%
Fidelity International
19
Fidelity International
Bermuda
$130M 3,976,931 -104,494 -3%
SC
20
Sessa Capital
New York
$127M 3,863,521 -428,707 -10%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$123M 3,742,380 -96,589 -3%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$122M 3,709,546 +508,434 +16%
ClearBridge Investments
23
ClearBridge Investments
New York
$121M 3,704,679 -361,800 -9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$111M 3,384,596 +773,812 +30%
SC
25
Samlyn Capital
New York
$89.9M 2,742,480 +1,352,252 +97%
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