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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 %
APA
276
American Portfolios Advisors
New York
$25.3K – – –
QCG
277
Quadrant Capital Group
Ohio
$19K -$34.4K -1,744 -64%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
GRP
279
Global Retirement Partners
California
$13K +$1.47K +78 +13%
CTC
280
Central Trust Company
Missouri
$10K -$27K -1,350 -73%
BL
281
Balentine LLC
Georgia
$9K +$6.56K +355 +269%
ZB
282
Zions Bancorporation
Utah
$8K +$4.12K +203 +106%
IFAM
283
Institutional & Family Asset Management
Colorado
$7K -$459 -25 -6%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$3.3K +173 +89%
LC
285
Lindbrook Capital
California
$6K +$307 +15 +5%
EARNEST Partners
286
EARNEST Partners
Georgia
$6K +$6K +316 New
HIA
287
Harbor Investment Advisory
Maryland
$5K – – –
WFMPM
288
Woodley Farra Manion Portfolio Management
Indiana
$5K – – –
PCG
289
Private Capital Group
Connecticut
$5K +$1.93K +92 +63%
CFA
290
Carroll Financial Associates
North Carolina
$4K -$3.05K -186 -43%
TWA
291
TCI Wealth Advisors
Arizona
$4K – – –
VFA
292
Valeo Financial Advisors
Indiana
$4K +$1.3K +69 +48%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$4K +$4K +230 New
OPS
294
Orion Portfolio Solutions
Nebraska
$3K -$1.68K -79 -36%
PP
295
Pacifica Partners
Canada
$3K – – –
GT
296
Glenmede Trust
Pennsylvania
$2K -$1.44M -79,667 -100%
CFD
297
Creative Financial Designs
Indiana
$2K +$2K +81 New
ETC
298
Exchange Traded Concepts
Oklahoma
$2K +$2K +97 New
IRC
299
Investors Research Corp
Georgia
$1K – – –
SL
300
Savior LLC
Massachusetts
$1K – – –
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12
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