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Equitable Holdings
EQH

Overview Fund Activity

392 hedge funds and large institutions have $9.58B invested in Equitable Holdings in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 50 closing their positions.

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.15%
New
52
Increased
142
Reduced
152
Closed
50
Calls
$6.11M
Puts
$7.66M
Net Calls
-$1.55M
Net Calls Change
-$5.68M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$903M
2
SC
2
Sessa Capital
New York
$181M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$72.2M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$229M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Invesco
2
Invesco
Georgia
$305M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$82.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$33.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B 39,674,833 -468,734 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$903M 34,650,300 +5,799,164 +20%
BlackRock
3
BlackRock
New York
$813M 31,195,257 -1,145,875 -4%
Norges Bank
4
Norges Bank
Norway
$613M 23,495,496 -81,639 -0.3%
Pzena Investment Management
5
Pzena Investment Management
New York
$577M 22,147,532 +220,775 +1%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$476M 18,243,022 +2,389 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$354M 13,560,314 +152,713 +1%
Invesco
8
Invesco
Georgia
$305M 11,700,700 -2,182,783 -16%
State Street
9
State Street
Massachusetts
$246M 9,451,264 +109,097 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$229M 8,794,991 +1,328,225 +18%
CM
11
Conifer Management
New York
$209M 8,000,000 -1,204,377 -13%
SC
12
Sessa Capital
New York
$181M 6,931,147 +3,221,626 +87%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$167M 6,391,874 +33,110 +0.5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$152M 5,823,547 +680,574 +13%
TIM
15
Thornburg Investment Management
New Mexico
$148M 5,664,401 +6,489 +0.1%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$146M 5,593,899 -150,017 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$131M 5,017,067 -165,479 -3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$127M 4,890,296 +790,704 +19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$127M 4,885,168 +157,369 +3%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$105M 4,044,150 +127,468 +3%
SC
21
Samlyn Capital
New York
$101M 3,875,576 +338,743 +10%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$93.3M 3,577,754 -38,826 -1%
ClearBridge Investments
23
ClearBridge Investments
New York
$90.7M 3,479,711 -272,429 -7%
Goldman Sachs
24
Goldman Sachs
New York
$89.5M 3,433,265 -290,240 -8%
Morgan Stanley
25
Morgan Stanley
New York
$87.2M 3,344,228 +1,353,080 +68%
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