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Equitable Holdings
EQH

Overview Fund Activity

384 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 41 closing their positions.

Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
6.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
147
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$764M
2
Goldman Sachs
2
Goldman Sachs
New York
$72.4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
4
IP
4
Interval Partners
New York
$20M
5
Millennium Management
5
Millennium Management
New York
$43M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$489M
2
Citadel Advisors
2
Citadel Advisors
Florida
$35.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$922M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B 37,565,700 +402,720 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$922M 32,491,914 -1,491,190 -4%
BlackRock
3
BlackRock
New York
$836M 29,448,406 -282,528 -1%
Pzena Investment Management
4
Pzena Investment Management
New York
$764M 26,902,560 +2,450,484 +10%
Norges Bank
5
Norges Bank
Norway
$569M 20,050,643 -567,937 -3%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$516M 18,166,769 – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$489M 17,223,089 -3,549,097 -17%
SC
8
Sessa Capital
New York
$317M 11,176,504 – –
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$276M 9,713,460 +16,022 +0.2%
Invesco
10
Invesco
Georgia
$271M 9,557,687 -936,125 -9%
State Street
11
State Street
Massachusetts
$270M 9,508,708 -235,166 -2%
CM
12
Conifer Management
New York
$216M 7,600,000 – –
First Trust Advisors
13
First Trust Advisors
Illinois
$176M 6,214,346 -177,731 -3%
TIM
14
Thornburg Investment Management
New Mexico
$155M 5,446,769 – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$142M 5,015,294 +75,222 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$113M 3,979,960 +9,116 +0.2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$107M 3,765,119 -218,412 -5%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$94.9M 3,341,032 -24,500 -0.7%
Northern Trust
19
Northern Trust
Illinois
$90.2M 3,176,991 +45,999 +1%
Fidelity International
20
Fidelity International
Bermuda
$87.9M 3,096,800 +9,300 +0.3%
ClearBridge Investments
21
ClearBridge Investments
New York
$82.9M 2,921,487 -570,736 -16%
Morgan Stanley
22
Morgan Stanley
New York
$81.5M 2,870,955 -136,547 -5%
Goldman Sachs
23
Goldman Sachs
New York
$72.4M 2,549,613 +1,619,722 +174%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$66M 2,323,323 -507,689 -18%
Charles Schwab
25
Charles Schwab
California
$58.9M 2,073,759 +13,879 +0.7%
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