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Equitable Holdings
EQH

Overview Fund Activity

445 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

Holders
445
Holders Change
+24
Holders Change %
+5.7%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$78.2M
2
WP
2
Woodline Partners
California
$45.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$37.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$271M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$980M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B 37,434,676 -577,776 -2%
BlackRock
2
BlackRock
New York
$1.22B 32,033,227 -810,109 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$980M 25,771,463 -2,006,918 -7%
Pzena Investment Management
4
Pzena Investment Management
New York
$962M 25,320,633 -1,247,430 -5%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$715M 18,804,685 +637,916 +4%
Norges Bank
6
Norges Bank
Norway
$645M 16,967,427 -1,249,682 -7%
State Street
7
State Street
Massachusetts
$503M 13,245,335 -304,121 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$361M 9,503,715 -40,904 -0.4%
Invesco
9
Invesco
Georgia
$295M 7,755,177 -1,352,933 -15%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$281M 7,380,436 -3,860,545 -34%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$278M 7,319,080 -530,626 -7%
First Trust Advisors
12
First Trust Advisors
Illinois
$271M 7,130,338 +897,517 +14%
CM
13
Conifer Management
New York
$261M 6,854,000 -746,000 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$256M 6,739,503 +231,520 +4%
TIM
15
Thornburg Investment Management
New Mexico
$200M 5,267,993 -177,075 -3%
SC
16
Sessa Capital
New York
$197M 5,175,719 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$141M 3,716,533 -63,493 -2%
Northern Trust
18
Northern Trust
Illinois
$137M 3,600,350 -358,067 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$135M 3,543,746 -421,785 -11%
Morgan Stanley
20
Morgan Stanley
New York
$112M 2,959,149 -3,168,341 -52%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$104M 2,731,902 -886,269 -24%
Charles Schwab
22
Charles Schwab
California
$80.7M 2,124,382 +27,647 +1%
Viking Global Investors
23
Viking Global Investors
Connecticut
$78.2M 2,057,191 +2,057,191 New
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$78.1M 2,054,113 -300,905 -13%
Legal & General Group
25
Legal & General Group
United Kingdom
$67.2M 1,767,175 -114,402 -6%
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