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Equitable Holdings
EQH

Overview Fund Activity

388 hedge funds and large institutions have $8.9B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

Holders
388
Holders Change
-23
Holders Change %
-5.6%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
50
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.1M
3
BlackRock
3
BlackRock
New York
$849M
4
GC
4
Gillson Capital
Illinois
$36.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$48.1M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.1M
5
SC
5
Samlyn Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$956M 37,656,183 -124,841 -0.3%
BlackRock
2
BlackRock
New York
$849M 33,444,638 +1,223,193 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$825M 32,502,739 -166,327 -0.5%
Pzena Investment Management
4
Pzena Investment Management
New York
$596M 23,480,192 +874,423 +4%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$461M 18,166,769 -1,118 -0%
Norges Bank
6
Norges Bank
Norway
$459M 18,088,572 -1,199,212 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$435M 17,131,348 -1,879,887 -10%
Invesco
8
Invesco
Georgia
$263M 10,375,068 -318,614 -3%
State Street
9
State Street
Massachusetts
$252M 9,933,563 +336,694 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$242M 9,544,511 +185,205 +2%
CM
11
Conifer Management
New York
$193M 7,600,000 – –
First Trust Advisors
12
First Trust Advisors
Illinois
$177M 6,952,944 +6,573,857 +1,734%
SC
13
Sessa Capital
New York
$176M 6,931,147 – –
TIM
14
Thornburg Investment Management
New Mexico
$132M 5,210,045 -454,356 -8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$123M 4,865,147 +114,921 +2%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$123M 4,826,489 -902,114 -16%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$110M 4,315,173 +102,523 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$105M 4,139,198 -91,187 -2%
Viking Global Investors
19
Viking Global Investors
Connecticut
$101M 3,989,446 -1,223,014 -23%
ClearBridge Investments
20
ClearBridge Investments
New York
$85.8M 3,379,636 -43,743 -1%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$85.4M 3,363,212 -21,000 -0.6%
Fidelity International
22
Fidelity International
Bermuda
$82.3M 3,241,890 -28,085 -0.9%
Northern Trust
23
Northern Trust
Illinois
$74.9M 2,950,001 +17,766 +0.6%
Morgan Stanley
24
Morgan Stanley
New York
$73.8M 2,907,131 -179,578 -6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$72M 2,834,490 -1,468,813 -34%
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