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Equitable Holdings

379 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 165 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-10
Holders Change %
-2.57%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
165
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FNA
251
First National Advisers
Nebraska
$355K +$7.51K +277 +2%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$345K +$244 +9 +0.1%
BFM
253
Boothbay Fund Management
New York
$344K +$344K +12,668 New
ATPW
254
Ashton Thomas Private Wealth
Arizona
$341K +$341K +12,551 New
KBC Group
255
KBC Group
Belgium
$322K -$1.69M -62,410 -84%
RIL
256
Rothschild Investment LLC
Illinois
$310K
KAS
257
Kestra Advisory Services
Texas
$305K +$10.3K +378 +3%
Osaic Holdings
258
Osaic Holdings
Arizona
$302K -$179K -6,600 -37%
SOMRS
259
State of Michigan Retirement System
Michigan
$301K -$747K -27,500 -71%
ALAM
260
Asahi Life Asset Management
Japan
$298K +$298K +10,990 New
S
261
SignatureFD
Georgia
$287K -$72.7K -2,675 -20%
SW
262
SVB Wealth
Massachusetts
$286K +$286K +10,519 New
OAM
263
Ostrum Asset Management
France
$284K +$244 +9 +0.1%
Verition Fund Management
264
Verition Fund Management
Connecticut
$282K -$497K -18,296 -64%
SI
265
Stephens Inc
Arkansas
$273K +$9.78K +360 +4%
US Bancorp
266
US Bancorp
Minnesota
$271K -$57.6K -2,122 -18%
VLC
267
Van Leeuwen & Company
New Jersey
$270K
PTC
268
Petrus Trust Company
Texas
$270K +$270K +9,933 New
CIP
269
Capital Insight Partners
Arizona
$266K +$266K +9,780 New
SP
270
Symmetry Partners
Connecticut
$265K
BAM
271
Blueshift Asset Management
New Jersey
$264K +$264K +9,722 New
PAG
272
Private Advisor Group
New Jersey
$255K -$23.1K -850 -8%
TMAM
273
Tokio Marine Asset Management
Japan
$249K +$12.5K +460 +5%
MCM
274
MAI Capital Management
Ohio
$244K -$179K -6,608 -42%
IWC
275
Integrated Wealth Concepts
Massachusetts
$242K -$7.06K -260 -3%