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Equitable Holdings
EQH

Overview Fund Activity

421 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 43 closing their positions.

Holders
421
Holders Change
+37
Holders Change %
+9.64%
% of All Funds
6.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
83
Increased
136
Reduced
151
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$263M
2
State Street
2
State Street
Massachusetts
$451M
3
BlackRock
3
BlackRock
New York
$1.09B
4
Morgan Stanley
4
Morgan Stanley
New York
$204M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$126M

Top Sellers

1
SC
1
Sessa Capital
New York
$172M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$374M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$925M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$0
5
ClearBridge Investments
5
ClearBridge Investments
New York
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B 38,012,452 +446,752 +1%
BlackRock
2
BlackRock
New York
$1.09B 32,843,336 +3,394,930 +12%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$925M 27,778,381 -4,713,533 -15%
Pzena Investment Management
4
Pzena Investment Management
New York
$885M 26,568,063 -334,497 -1%
Norges Bank
5
Norges Bank
Norway
$607M 18,217,109 -1,833,534 -9%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$605M 18,166,769 – –
State Street
7
State Street
Massachusetts
$451M 13,549,456 +4,040,748 +42%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$374M 11,240,981 -5,982,108 -35%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$318M 9,544,619 -168,841 -2%
Invesco
10
Invesco
Georgia
$303M 9,108,110 -449,577 -5%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$263M 7,849,706 +7,227,568 +1,162%
CM
12
Conifer Management
New York
$253M 7,600,000 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$216M 6,507,983 +1,492,689 +30%
First Trust Advisors
14
First Trust Advisors
Illinois
$208M 6,232,821 +18,475 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$204M 6,127,490 +3,256,535 +113%
TIM
16
Thornburg Investment Management
New Mexico
$181M 5,445,068 -1,701 -0%
SC
17
Sessa Capital
New York
$172M 5,175,719 -6,000,785 -54%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$132M 3,965,531 -14,429 -0.4%
Northern Trust
19
Northern Trust
Illinois
$132M 3,958,417 +781,426 +25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$126M 3,780,026 +1,781,223 +89%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$120M 3,618,171 -146,948 -4%
Fidelity International
22
Fidelity International
Bermuda
$97.7M 2,934,345 -162,455 -5%
Goldman Sachs
23
Goldman Sachs
New York
$87.1M 2,614,698 +65,085 +3%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$78.4M 2,355,018 +31,695 +1%
Charles Schwab
25
Charles Schwab
California
$69.8M 2,096,735 +22,976 +1%
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