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Equitable Holdings
EQH

Overview Fund Activity

255 hedge funds and large institutions have $6.96B invested in Equitable Holdings in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-9
Holders Change %
-3.41%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
40
Increased
110
Reduced
72
Closed
48
Calls
$9.48M
Puts
$445K
Net Calls
+$9.04M
Net Calls Change
-$1.42M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$495M
2
AL
AJO LP
Pennsylvania
$156M
3
Vanguard Group
Vanguard Group
Pennsylvania
$723M
4
Invesco
Invesco
Georgia
$533M
5
AAMU
Amundi Asset Management US
Massachusetts
$44.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$19.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
3
Norges Bank
Norges Bank
Norway
$461M
4
Deutsche Bank
Deutsche Bank
Germany
$13.1M
5
Citadel Advisors
Citadel Advisors
Florida
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Cutler Group
California
$39K -$40K -1,837 -51%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
CCA
228
Catalyst Capital Advisors
New York
$30K +$10.7K +474 +55%
APA
229
American Portfolios Advisors
New York
$28.9K +$1.84K +83 +7%
SFM
230
Systematic Financial Management
New Jersey
$21K -$1.12M -50,004 -98%
ASN
231
Advisory Services Network
Georgia
$19K – – –
CYG
232
Clean Yield Group
Vermont
$17K – – –
PCG
233
Private Capital Group
Connecticut
$12K +$12K +524 New
PCM
234
Penserra Capital Management
California
$11K +$11K +522 New
GRP
235
Global Retirement Partners
California
$10K +$10K +433 New
CFA
236
Carroll Financial Associates
North Carolina
$7K – – –
CIAS
237
Capital Investment Advisory Services
North Carolina
$7K – – –
PA
238
Parallel Advisors
California
$5K -$16.1K -692 -76%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$1.71K +72 +52%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$4.68K +$465 +21 +11%
SFS
241
Sowell Financial Services
Arkansas
$4K +$4K +164 New
IA
242
IFP Advisors
Florida
$4K +$4K +218 New
BAMG
243
Brand Asset Management Group
Missouri
$3K – – –
ZB
244
Zions Bancorporation
Utah
$3K +$3K +127 New
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +156 New
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$2K -$1.76K -79 -47%
LC
247
Lindbrook Capital
California
$2K +$2K +83 New
HNB
248
Huntington National Bank
Ohio
$2K +$2K +97 New
MAM
249
Meeder Asset Management
Ohio
$1K -$256K -8,955 -100%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$1K – – –
8 9
10
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