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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$94.5M
2
OCAM
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
Goldman Sachs
New York
$39.4M
5
EIP
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$574K -$21K -678 -4%
PHK
252
Point72 Hong Kong
Hong Kong
$561K +$277K +9,087 +97%
MHS
253
M Holdings Securities
Oregon
$559K +$559K +18,369 New
WG
254
Winton Group
United Kingdom
$540K -$806K -26,450 -60%
GT
255
Greenleaf Trust
Michigan
$528K – – –
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$515K +$792 +26 +0.2%
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
$502K +$162K +5,320 +48%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$494K +$494K +16,235 New
AIL
259
AGF Investments LLC
Ontario, Canada
$483K +$481K +15,782 +20,766%
APG
260
Abacus Planning Group
South Carolina
$475K -$134K -4,391 -22%
KAS
261
Kestra Advisory Services
Texas
$475K -$59.4K -1,952 -11%
GG
262
Golden Green
South Carolina
$474K +$1.49K +49 +0.3%
TRCT
263
Tower Research Capital (TRC)
New York
$462K -$253K -8,286 -35%
RB
264
Rodgers Brothers
Pennsylvania
$435K -$6.08K -200 -1%
DTL
265
Dynamic Technology Lab
Singapore
$397K +$397K +13,033 New
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$395K -$11.4K -373 -3%
B
267
BP
United Kingdom
$394K -$224K -7,352 -36%
Brown Advisory
268
Brown Advisory
Maryland
$378K – – –
M&T Bank
269
M&T Bank
New York
$374K -$11.9K -390 -3%
KWM
270
Kingsview Wealth Management
Oregon
$364K +$72.6K +2,350 +25%
OQS
271
Occudo Quantitative Strategies
Florida
$361K +$361K +11,857 New
MFG
272
MidWestOne Financial Group
Iowa
$359K -$184K -6,038 -34%
PGIM
273
Pacific Global Investment Management
California
$356K -$8.82K -290 -2%
RIL
274
Rothschild Investment LLC
Illinois
$348K – – –
RJT
275
Raymond James Trust
Florida
$345K +$19.7K +647 +6%
9 10
11
12 13