Equitable Holdings
388 hedge funds and large institutions have $9.69B invested in Equitable Holdings in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 46 closing their positions.
72% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $4.05M
11% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 140
1.16% more ownership
Funds ownership: 96.77% → 97.93% (+1.2%)
1% more capital invested
Capital invested by funds: $9.61B → $9.69B (+$84.6M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
4% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 46
2% less funds holding
Funds holding: 394 → 388 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$210M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$52.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$45.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$44.3M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$76.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$69.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$55.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$50.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$47.2M |
EQH Hedge Fund Activity: Q3 2022 in Review
388 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2022, worth a combined $9.69B — up 0.88% from $9.61B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of EQH and 44 opened new positions — a net loss of 2 holders — while 140 trimmed existing stakes and 155 added.
The largest buyer was Wellington Management Group, adding an estimated $210M. The largest seller was Assenagon Asset Management, cutting an estimated $76.5M.
- 388 institutional investors held Equitable Holdings (EQH) as of Q3 2022, down from 394 in Q2 2022.
- Funds reported $9.69B of Equitable Holdings stock for Q3 2022, up 0.88% quarter-over-quarter.
- 44 funds opened new Equitable Holdings positions in Q3 2022 and 46 closed out, a net change of -2 holders.
- The largest Equitable Holdings buyer in Q3 2022 was Wellington Management Group, an estimated $210M added.
- The largest Equitable Holdings seller in Q3 2022 was Assenagon Asset Management, an estimated $76.5M sold.
Based on aggregated 13F filings for Q3 2022.