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Equitable Holdings
EQH

Overview Fund Activity

488 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 42 closing their positions.

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.1%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
93
Increased
156
Reduced
175
Closed
42
Calls
$3.91M
Puts
$11.3M
Net Calls
-$7.35M
Net Calls Change
-$15.5M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$239M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$129M
3
ZIG
3
Zurich Insurance Group
Switzerland
$110M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$85.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$762M
2
BlackRock
2
BlackRock
New York
$1.08B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$861M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$202M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B 36,359,684 -1,074,992 -3%
BlackRock
2
BlackRock
New York
$1.08B 26,326,279 -5,706,948 -18%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$861M 21,075,741 -4,695,722 -18%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$762M 18,652,997 -151,688 -0.8%
Pzena Investment Management
5
Pzena Investment Management
New York
$762M 18,642,684 -6,677,949 -26%
Norges Bank
6
Norges Bank
Norway
$631M 15,434,509 -1,532,918 -9%
State Street
7
State Street
Massachusetts
$516M 12,638,665 -606,670 -5%
Invesco
8
Invesco
Georgia
$296M 7,245,646 -509,531 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$282M 6,905,830 +166,327 +2%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$279M 6,840,185 -478,895 -7%
First Trust Advisors
11
First Trust Advisors
Illinois
$269M 6,574,101 -556,237 -8%
CM
12
Conifer Management
New York
$245M 6,000,000 -854,000 -12%
Viking Global Investors
13
Viking Global Investors
Connecticut
$239M 5,859,547 +3,802,356 +185%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$219M 5,352,195 -2,028,241 -27%
TIM
15
Thornburg Investment Management
New Mexico
$215M 5,267,993 – –
SC
16
Sessa Capital
New York
$204M 4,995,719 -180,000 -3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$202M 4,943,718 -4,559,997 -48%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$167M 4,083,650 +539,904 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$152M 3,724,092 +7,559 +0.2%
Northern Trust
20
Northern Trust
Illinois
$143M 3,508,515 -91,835 -3%
Goldman Sachs
21
Goldman Sachs
New York
$139M 3,389,721 +1,965,536 +138%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$129M 3,168,402 +3,155,487 +24,433%
Morgan Stanley
23
Morgan Stanley
New York
$122M 2,994,418 +35,269 +1%
ZIG
24
Zurich Insurance Group
Switzerland
$110M 2,696,427 +2,696,427 New
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$101M 2,466,532 -265,370 -10%
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