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Equitable Holdings
EQH

Overview Fund Activity

378 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 164 reducing their positions, and 57 closing their positions.

Holders
378
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
164
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M

Top Buyers

1
SC
1
Sessa Capital
New York
$304M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$564M
3
Citadel Advisors
3
Citadel Advisors
Florida
$100M
4
Norges Bank
4
Norges Bank
Norway
$560M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$40.7M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$807M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$43.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B 37,162,980 -493,203 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$923M 33,983,104 +1,480,365 +5%
BlackRock
3
BlackRock
New York
$807M 29,730,934 -3,713,704 -11%
Pzena Investment Management
4
Pzena Investment Management
New York
$664M 24,452,076 +971,884 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$564M 20,772,186 +3,640,838 +21%
Norges Bank
6
Norges Bank
Norway
$560M 20,618,580 +2,530,008 +14%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$493M 18,166,769 – –
SC
8
Sessa Capital
New York
$304M 11,176,504 +4,245,357 +61%
Invesco
9
Invesco
Georgia
$285M 10,493,812 +118,744 +1%
State Street
10
State Street
Massachusetts
$265M 9,743,874 -189,689 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$263M 9,697,438 +152,927 +2%
CM
12
Conifer Management
New York
$206M 7,600,000 – –
First Trust Advisors
13
First Trust Advisors
Illinois
$174M 6,392,077 -560,867 -8%
TIM
14
Thornburg Investment Management
New Mexico
$148M 5,446,769 +236,724 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$134M 4,940,072 +74,925 +2%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$108M 3,983,531 -331,642 -8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$108M 3,970,844 -168,354 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$100M 3,698,402 +2,768,947 +298%
ClearBridge Investments
19
ClearBridge Investments
New York
$94.8M 3,492,223 +112,587 +3%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$91.4M 3,365,532 +2,320 +0.1%
Northern Trust
21
Northern Trust
Illinois
$85M 3,130,992 +180,991 +6%
Fidelity International
22
Fidelity International
Bermuda
$83.9M 3,087,500 -154,390 -5%
Morgan Stanley
23
Morgan Stanley
New York
$81.7M 3,007,502 +100,371 +3%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$76.9M 2,831,012 +317,348 +13%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$58.7M 2,162,301 -672,189 -24%
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