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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
3
BlackRock
BlackRock
New York
+$31.1M
4
GC
Gillson Capital
Illinois
+$23.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$111M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
4
Goldman Sachs
Goldman Sachs
New York
-$45.3M
5
SC
Samlyn Capital
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
276
Assenagon Asset Management
Luxembourg
$256K -$6.8M -267,850 -96%
FA
277
FDx Advisors
Illinois
$253K – – –
VLC
278
Van Leeuwen & Company
New Jersey
$251K +$31.7K +1,248 +14%
GCP
279
GSA Capital Partners
United Kingdom
$248K +$248K +9,786 New
SP
280
Symmetry Partners
Connecticut
$247K – – –
SI
281
Stephens Inc
Arkansas
$246K -$76.5K -3,012 -24%
ESCM
282
Echo Street Capital Management
New York
$237K +$237K +9,330 New
IWC
283
Integrated Wealth Concepts
Massachusetts
$233K +$2.16K +85 +0.9%
FTDI
284
First Trust Direct Indexing
Massachusetts
$224K -$25 -1 -0%
VI
285
Vestcor Inc
New Brunswick, Canada
$224K -$2.44K -96 -1%
FCA
286
FinTrust Capital Advisors
South Carolina
$224K – – –
TA
287
Townsend & Associates
Colorado
$222K -$1.13M -43,544 -84%
TMAM
288
Tokio Marine Asset Management
Japan
$221K – – –
Cerity Partners
289
Cerity Partners
New York
$218K +$218K +8,573 New
BFG
290
Bleakley Financial Group
New Jersey
$218K -$5.66K -223 -3%
OWA
291
One Wealth Advisors
California
$216K +$88.5K +3,484 +69%
YCM
292
Yousif Capital Management
Michigan
$211K -$14.2K -560 -6%
Vontobel Holding
293
Vontobel Holding
Switzerland
$203K +$10.1K +396 +5%
RBC
294
Romano Brothers & Co
Illinois
$201K +$131K +5,150 +187%
TCM
295
Tributary Capital Management
Nebraska
$201K +$201K +7,900 New
IAIM
296
Industrial Alliance Investment Management
Quebec, Canada
$195K +$195K +7,685 New
MIM
297
MetLife Investment Management
New Jersey
$194K +$406 +16 +0.2%
SIA
298
Sit Investment Associates
Minnesota
$187K +$19.7K +775 +12%
GCM
299
Gladius Capital Management
Illinois
$120K -$9.27K -365 -7%
TPCW
300
TD Private Client Wealth
New York
$119K -$365K -14,383 -75%
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