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Equitable Holdings
EQH

Overview Fund Activity

529 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
529
Holders Change
+31
Holders Change %
+6.22%
% of All Funds
7.05%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
85
Increased
187
Reduced
197
Closed
44
Calls
$4.7M
Puts
$11.2M
Net Calls
-$6.46M
Net Calls Change
-$708K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$668M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$416M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$74.1M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$69.3M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$83M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$386M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$36.1M
3
SC
3
Sessa Capital
New York
$121M
4
BlackRock
4
BlackRock
New York
$1.4B
5
Citadel Advisors
5
Citadel Advisors
Florida
$84.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B 35,637,534 -606,784 -2%
BlackRock
2
BlackRock
New York
$1.4B 29,728,365 -1,226,080 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1B 21,278,436 +535,671 +3%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$898M 19,032,270 +79,999 +0.4%
Norges Bank
5
Norges Bank
Norway
$668M 14,166,852 +14,166,852 New
State Street
6
State Street
Massachusetts
$614M 13,026,864 +49,994 +0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$416M 8,817,020 +3,303,449 +60%
Pzena Investment Management
8
Pzena Investment Management
New York
$386M 8,191,328 -8,240,811 -50%
Invesco
9
Invesco
Georgia
$382M 8,089,046 +355,078 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$370M 7,840,415 +375,232 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$265M 5,629,438 -45,873 -0.8%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$261M 5,523,379 +620,926 +13%
TIM
13
Thornburg Investment Management
New Mexico
$248M 5,267,993 – –
CM
14
Conifer Management
New York
$236M 5,000,000 -1,000,000 -17%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$202M 4,291,332 -213,891 -5%
Northern Trust
16
Northern Trust
Illinois
$200M 4,242,692 +887,123 +26%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$191M 4,052,772 -82,216 -2%
Morgan Stanley
18
Morgan Stanley
New York
$178M 3,773,229 -26,910 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$143M 3,029,435 -478,612 -14%
Amundi
20
Amundi
France
$130M 2,659,691 +957,828 +56%
Capital International Investors
21
Capital International Investors
California
$123M 2,601,643 +508,030 +24%
UBS AM
22
UBS AM
Illinois
$121M 2,558,239 +337,883 +15%
Principal Financial Group
23
Principal Financial Group
Iowa
$121M 2,554,890 +159,320 +7%
SC
24
Sessa Capital
New York
$121M 2,554,723 -1,480,335 -37%
Goldman Sachs
25
Goldman Sachs
New York
$111M 2,344,520 +713,417 +44%
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