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Equitable Holdings
EQH

Overview Fund Activity

397 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 50 closing their positions.

Holders
397
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
57
Increased
141
Reduced
164
Closed
50
Calls
$10.7M
Puts
$6.56M
Net Calls
+$4.13M
Net Calls Change
+$13.5M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$88.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$115M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.2M
4
CIC
4
Chilton Investment Company
Connecticut
$41.1M
5
Barclays
5
Barclays
United Kingdom
$38.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$892M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$865K
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$414M
5
AIM
5
Artemis Investment Management
United Kingdom
$49M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24B 40,143,567 +854,689 +2%
BlackRock
2
BlackRock
New York
$1,000M 32,341,132 -866,312 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$892M 28,851,136 -16,182,519 -36%
Norges Bank
4
Norges Bank
Norway
$729M 23,577,135 -8,196 -0%
Pzena Investment Management
5
Pzena Investment Management
New York
$678M 21,926,757 -156,876 -0.7%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$564M 18,240,633 -176 -0%
Invesco
7
Invesco
Georgia
$429M 13,883,483 +419,700 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$414M 13,407,601 -1,255,241 -9%
State Street
9
State Street
Massachusetts
$289M 9,342,167 -289,296 -3%
CM
10
Conifer Management
New York
$285M 9,204,377 +880,600 +11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$231M 7,466,766 +575,664 +8%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$198M 6,358,764 -92,325 -1%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$178M 5,743,916 +471,163 +9%
TIM
14
Thornburg Investment Management
New Mexico
$175M 5,657,912 -9,525 -0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$160M 5,182,546 +5,570 +0.1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$159M 5,142,973 +286,090 +6%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$155M 5,011,786 +270,728 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$146M 4,727,799 +102,603 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$127M 4,099,592 +714,996 +21%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$121M 3,916,682 +207,136 +6%
ClearBridge Investments
21
ClearBridge Investments
New York
$116M 3,752,140 +47,461 +1%
Goldman Sachs
22
Goldman Sachs
New York
$115M 3,723,505 +1,784,795 +92%
SC
23
Sessa Capital
New York
$115M 3,709,521 -154,000 -4%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$112M 3,616,580 -125,800 -3%
SC
25
Samlyn Capital
New York
$109M 3,536,833 +794,353 +29%
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