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Equitable Holdings
EQH

Overview Fund Activity

386 hedge funds and large institutions have $9.67B invested in Equitable Holdings in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 138 reducing their positions, and 46 closing their positions.

Holders
386
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
155
Reduced
138
Closed
46
Calls
$6.97M
Puts
$4.05M
Net Calls
+$2.92M
Net Calls Change
+$4.47M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$552M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$49M
3
Deutsche Bank
3
Deutsche Bank
Germany
$63.2M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.9M
5
PAM
5
Panagora Asset Management
Massachusetts
$33.6M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$2M
2
Norges Bank
2
Norges Bank
Norway
$555M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$994M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.94M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$994M 37,734,736 -1,940,097 -5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$872M 33,106,476 -1,543,824 -4%
BlackRock
3
BlackRock
New York
$802M 30,420,427 -774,830 -2%
Pzena Investment Management
4
Pzena Investment Management
New York
$603M 22,868,511 +720,979 +3%
Norges Bank
5
Norges Bank
Norway
$555M 21,065,191 -2,430,305 -10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$552M 20,953,028 +7,392,714 +55%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$479M 18,167,887 -75,135 -0.4%
Invesco
8
Invesco
Georgia
$306M 11,628,292 -72,408 -0.6%
State Street
9
State Street
Massachusetts
$258M 9,781,389 +330,125 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$244M 9,276,544 +481,553 +5%
CM
11
Conifer Management
New York
$211M 8,000,000 – –
SC
12
Sessa Capital
New York
$183M 6,931,147 – –
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$153M 5,817,445 -6,102 -0.1%
TIM
14
Thornburg Investment Management
New Mexico
$149M 5,664,401 – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$145M 5,489,930 +604,762 +12%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$132M 5,000,394 -593,505 -11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$127M 4,823,545 -193,522 -4%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$125M 4,730,016 -1,661,858 -26%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$121M 4,610,467 -279,829 -6%
SC
20
Samlyn Capital
New York
$116M 4,393,359 +517,783 +13%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$103M 3,917,357 +766,449 +24%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$92.5M 3,511,154 -66,600 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$91.4M 3,469,811 -9,900 -0.3%
Fidelity International
24
Fidelity International
Bermuda
$85.6M 3,248,137 -7,156 -0.2%
Morgan Stanley
25
Morgan Stanley
New York
$82.2M 3,120,800 -223,428 -7%
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