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Equitable Holdings

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

5% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 142

6% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $11.5M

6% less capital invested

Capital invested by funds: $13.4B → $12.6B (-$826M)

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$11.5M
Net Calls
Net Calls Change

Top Buyers

1 +$93.6M
2 +$86.4M
3 +$71.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$57.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1 -$195M
2 -$153M
3 -$78M
4
Goldman Sachs
Goldman Sachs
New York
-$71M
5
EIP
Epoch Investment Partners
New York
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$342K
277
$332K
278
$331K
279
$327K
280
$322K
281
$316K
282
$316K
283
$316K
284
$312K
285
$306K
286
$301K
287
$292K
288
$289K
289
$274K
290
$271K
291
$267K
292
$262K
293
$257K
294
$250K
295
$247K
296
$245K
297
$244K
298
$242K
299
$241K
300
$239K