EQH icon

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 %
VI
276
Vestcor Inc
New Brunswick, Canada
$240K
KCM
277
Kathmere Capital Management
Pennsylvania
$239K +$239K +8,805 New
FTDI
278
First Trust Direct Indexing
Massachusetts
$238K -$1.77K -65 -0.7%
RBC
279
Romano Brothers & Co
Illinois
$232K +$17.7K +650 +8%
SS
280
Simplicity Solutions
Minnesota
$228K -$261K -9,607 -53%
BFG
281
Bleakley Financial Group
New Jersey
$228K -$5.03K -185 -2%
Cerity Partners
282
Cerity Partners
New York
$227K -$5.65K -208 -2%
FCA
283
FinTrust Capital Advisors
South Carolina
$224K
MOS
284
MGO One Seven
Ohio
$223K +$223K +8,206 New
TA
285
Townsend & Associates
Colorado
$222K -$25K -864 -10%
AG
286
Ascent Group
Virginia
$222K +$222K +7,616 New
OWA
287
One Wealth Advisors
California
$221K -$10.2K -377 -4%
YCM
288
Yousif Capital Management
Michigan
$218K -$8.5K -313 -4%
O
289
Ossiam
France
$217K +$111K +4,093 +105%
TCM
290
Tributary Capital Management
Nebraska
$209K -$5.43K -200 -3%
IGAM
291
iA Global Asset Management
Quebec, Canada
$207K +$207K +7,615 New
CIBC World Market
292
CIBC World Market
Ontario, Canada
$206K +$206K +7,595 New
PGIM
293
Pacific Global Investment Management
California
$201K +$201K +7,384 New
PAM
294
Paradigm Asset Management
New York
$198K +$198K +7,300 New
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$191K -$123K -4,523 -39%
SIA
296
Sit Investment Associates
Minnesota
$187K -$13.6K -500 -7%
AIG
297
American International Group
New York
$181K +$79.7K +2,936 +79%
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$178K -$2.77M -101,911 -94%
TPCW
299
TD Private Client Wealth
New York
$123K -$5.11K -188 -4%
BCV
300
Banque Cantonale Vaudoise
Switzerland
$111K