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Equitable Holdings
EQH

Overview Fund Activity

304 hedge funds and large institutions have $8.13B invested in Equitable Holdings in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 103 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+32
Holders Change %
+11.76%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
68
Increased
108
Reduced
103
Closed
34
Calls
$23.5M
Puts
$21.1M
Net Calls
+$2.43M
Net Calls Change
-$960K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$969M
2
CM
Conifer Management
New York
$94.5M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$116M
4
AIM
Artemis Investment Management
United Kingdom
$42.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.7M

Top Sellers

1
BlackRock
BlackRock
New York
$713M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
$855M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$335M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
251
Lombard Odier Asset Management (Switzerland)
Switzerland
$206K -$116K -5,998 -36%
PC
252
PA Capital
Virginia
$200K +$200K +10,352 New
VPIM
253
Vanguard Personalized Indexing Management
California
$200K +$200K +10,373 New
AT
254
Arden Trust
Delaware
$197K +$15.8K +821 +9%
SOADOR
255
State of Alaska Department of Revenue
Alaska
$164K +$164K +8,505 New
PAM
256
Panagora Asset Management
Massachusetts
$160K – – –
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$160K -$34.2K -1,775 -18%
S
258
SignatureFD
Georgia
$159K +$52.7K +2,736 +50%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$147K +$67.8K +3,515 +86%
FMT
260
First Mercantile Trust
Tennessee
$130K +$23.3K +1,213 +22%
PCM
261
Penserra Capital Management
California
$103K -$46.6K -2,428 -31%
AIG
262
American International Group
New York
$103K -$27.8K -1,436 -21%
BCV
263
Banque Cantonale Vaudoise
Switzerland
$102K – – –
S
264
Seeyond
France
$87K -$2.31K -119 -3%
FQ
265
First Quadrant
California
$87K +$71.5K +3,692 +462%
EI
266
Ellevest Inc
New York
$76K +$76K +3,949 New
TRCT
267
Tower Research Capital (TRC)
New York
$61K -$401K -20,707 -87%
SPIA
268
Steward Partners Investment Advisory
New York
$46K +$12.4K +635 +37%
SFS
269
Sowell Financial Services
Arkansas
$39K +$33.1K +1,696 +558%
IA
270
IFP Advisors
Florida
$32K +$13.8K +746 +76%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
CIA
272
CSat Investment Advisory
Michigan
$29K +$29K +1,518 New
RWB
273
RMR Wealth Builders
New Jersey
$28K +$28K +1,438 New
BCA
274
Berman Capital Advisors
Georgia
$27K +$13.7K +721 +103%
PA
275
Parallel Advisors
California
$26K +$13.9K +730 +114%
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