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Equitable Holdings
EQH

Overview Fund Activity

278 hedge funds and large institutions have $10.1B invested in Equitable Holdings in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 57 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+23
Holders Change %
+9.02%
% of All Funds
5.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
71
Increased
132
Reduced
57
Closed
40
Calls
$8.52M
Puts
$349K
Net Calls
+$8.17M
Net Calls Change
-$865K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$438M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$380M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$347M
4
BlackRock
BlackRock
New York
+$282M
5
Citadel Advisors
Citadel Advisors
Florida
+$211M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$255M
2
JIM
Jupiter Investment Management
United Kingdom
-$61.7M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$40.4M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$27.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
Group One Trading
252
Group One Trading
Illinois
$30K +$30K +1,220 New
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25K +1,000 New
PA
254
Parallel Advisors
California
$13K +$7.48K +291 +135%
ASN
255
Advisory Services Network
Georgia
$12K -$10.2K -402 -46%
PCG
256
Private Capital Group
Connecticut
$12K -$965 -39 -7%
CFA
257
Carroll Financial Associates
North Carolina
$10K +$1.95K +84 +24%
PCM
258
Penserra Capital Management
California
$9K -$3.2K -137 -26%
IA
259
IFP Advisors
Florida
$8K +$3.18K +144 +66%
GRP
260
Global Retirement Partners
California
$6K -$4.15K -177 -41%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$6K +$3.73K +148 +164%
HIA
262
Harbor Investment Advisory
Maryland
$6K +$6K +235 New
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$385 -15 -7%
SFS
264
Sowell Financial Services
Arkansas
$4K – – –
BAMG
265
Brand Asset Management Group
Missouri
$4K – – –
ZB
266
Zions Bancorporation
Utah
$3K – – –
LC
267
Lindbrook Capital
California
$2K – – –
FRA
268
Front Row Advisors
California
$2K +$2K +82 New
PA
269
Procyon Advisors
Connecticut
$2K +$2K +97 New
LPWM
270
Lake Point Wealth Management
Texas
$2K +$2K +100 New
EW
271
Evoke Wealth
California
$1.61K +$1.61K +65 New
MAM
272
Meeder Asset Management
Ohio
$1K – – –
PFBT
273
Parkside Financial Bank & Trust
Missouri
$1K – – –
IRC
274
Investors Research Corp
Georgia
$1K – – –
AS
275
Altshuler Shaham
Israel
$1K +$667 +26 +200%
9 10
11
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