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Equitable Holdings
EQH

Overview Fund Activity

411 hedge funds and large institutions have $10.2B invested in Equitable Holdings in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 42 closing their positions.

Holders
411
Holders Change
+25
Holders Change %
+6.48%
% of All Funds
6.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
151
Reduced
134
Closed
42
Calls
$12.9M
Puts
$2.59M
Net Calls
+$10.3M
Net Calls Change
+$7.35M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$150M
2
BlackRock
2
BlackRock
New York
$925M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$38.6M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$164M
5
TC
5
TwinBeech Capital
New York
$18M

Top Sellers

1
SC
1
Samlyn Capital
New York
$39M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$29.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$546M
4
Norges Bank
4
Norges Bank
Norway
$554M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 37,781,024 +46,288 +0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$938M 32,669,066 -437,410 -1%
BlackRock
3
BlackRock
New York
$925M 32,221,445 +1,801,018 +6%
Pzena Investment Management
4
Pzena Investment Management
New York
$649M 22,605,769 -262,742 -1%
Norges Bank
5
Norges Bank
Norway
$554M 19,287,784 -1,777,407 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$546M 19,011,235 -1,941,793 -9%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$521M 18,167,887 – –
Invesco
8
Invesco
Georgia
$307M 10,693,682 -934,610 -8%
State Street
9
State Street
Massachusetts
$275M 9,596,869 -184,520 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$269M 9,359,306 +82,762 +0.9%
CM
11
Conifer Management
New York
$218M 7,600,000 -400,000 -5%
SC
12
Sessa Capital
New York
$199M 6,931,147 – –
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$180M 6,275,967 +458,522 +8%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$164M 5,728,603 +728,209 +15%
TIM
15
Thornburg Investment Management
New Mexico
$163M 5,664,401 – –
Viking Global Investors
16
Viking Global Investors
Connecticut
$150M 5,212,460 +5,212,460 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$136M 4,750,226 -739,704 -13%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$124M 4,303,303 -520,242 -11%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$121M 4,212,650 -517,366 -11%
ClearBridge Investments
20
ClearBridge Investments
New York
$98.3M 3,423,379 -46,432 -1%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$97.1M 3,384,212 -126,942 -4%
Fidelity International
22
Fidelity International
Bermuda
$93.8M 3,269,975 +21,838 +0.7%
Morgan Stanley
23
Morgan Stanley
New York
$88.6M 3,086,709 -34,091 -1%
Goldman Sachs
24
Goldman Sachs
New York
$86.4M 3,009,977 +607,925 +25%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$85.2M 2,969,215 -9,108 -0.3%
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