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Equitable Holdings
EQH

Overview Fund Activity

498 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
498
Holders Change
+10
Holders Change %
+2.05%
% of All Funds
7.2%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
150
Closed
50
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.3B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$206M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$47M
4
Capital International Investors
4
Capital International Investors
California
$88M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$314M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$102M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$128M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Pzena Investment Management
5
Pzena Investment Management
New York
$691M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.52B 36,244,318 -115,366 -0.3%
BlackRock
2
BlackRock
New York
$1.3B 30,954,445 +4,628,166 +18%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$872M 20,742,765 -332,976 -2%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$797M 18,952,271 +299,274 +2%
Pzena Investment Management
5
Pzena Investment Management
New York
$691M 16,432,139 -2,210,545 -12%
State Street
6
State Street
Massachusetts
$545M 12,976,870 +338,205 +3%
Invesco
7
Invesco
Georgia
$325M 7,733,968 +488,322 +7%
First Trust Advisors
8
First Trust Advisors
Illinois
$314M 7,465,183 +891,082 +14%
CM
9
Conifer Management
New York
$252M 6,000,000 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$238M 5,675,311 -1,230,519 -18%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$232M 5,513,571 +161,376 +3%
TIM
12
Thornburg Investment Management
New Mexico
$221M 5,267,993 – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$206M 4,902,453 +1,734,051 +55%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$189M 4,505,223 -438,495 -9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$174M 4,134,988 +51,338 +1%
SC
16
Sessa Capital
New York
$170M 4,035,058 -960,661 -19%
Morgan Stanley
17
Morgan Stanley
New York
$160M 3,800,139 +805,721 +27%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$147M 3,508,047 -216,045 -6%
Northern Trust
19
Northern Trust
Illinois
$141M 3,355,569 -152,946 -4%
Viking Global Investors
20
Viking Global Investors
Connecticut
$128M 3,050,262 -2,809,285 -48%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$102M 2,434,185 -4,406,000 -64%
Principal Financial Group
22
Principal Financial Group
Iowa
$101M 2,395,570 +426,182 +22%
UBS AM
23
UBS AM
Illinois
$93.3M 2,220,356 +54,380 +3%
Charles Schwab
24
Charles Schwab
California
$91M 2,165,115 +68,900 +3%
Capital International Investors
25
Capital International Investors
California
$88M 2,093,613 +901,342 +76%
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