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Equitable Holdings

385 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
148
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
276
NBC Securities
Alabama
$290K +$290K +10,222 New
PI
277
PEAK6 Investments
Illinois
$287K +$287K +10,113 New
DC
278
Diametric Capital
Massachusetts
$285K +$285K +10,029 New
VLC
279
Van Leeuwen & Company
New Jersey
$280K
Cerity Partners
280
Cerity Partners
New York
$278K +$40.2K +1,415 +17%
ACM
281
Aquatic Capital Management
Illinois
$273K +$273K +9,600 New
SOMRS
282
State of Michigan Retirement System
Michigan
$266K -$48.3K -1,700 -15%
IWC
283
Integrated Wealth Concepts
Massachusetts
$266K +$12.8K +452 +5%
MCM
284
MAI Capital Management
Ohio
$263K +$8.21K +289 +3%
CAM
285
Cresset Asset Management
Illinois
$261K +$261K +9,189 New
ESCM
286
Echo Street Capital Management
New York
$258K +$258K +9,071 New
KCM
287
Kathmere Capital Management
Pennsylvania
$256K +$5.99K +211 +2%
SP
288
Symmetry Partners
Connecticut
$239K -$37.7K -1,327 -14%
Creative Planning
289
Creative Planning
Kansas
$238K +$238K +8,394 New
RBC
290
Romano Brothers & Co
Illinois
$237K -$5.68K -200 -2%
YCM
291
Yousif Capital Management
Michigan
$237K +$9.09K +320 +4%
FTDI
292
First Trust Direct Indexing
Massachusetts
$235K -$14.1K -495 -6%
TFS
293
Thoroughbred Financial Services
Tennessee
$224K +$224K +7,894 New
MOS
294
MGO One Seven
Ohio
$218K -$14.9K -526 -6%
SS
295
Simplicity Solutions
Minnesota
$213K -$25K -881 -11%
BFG
296
Bleakley Financial Group
New Jersey
$213K -$25K -881 -11%
TCM
297
Tributary Capital Management
Nebraska
$213K -$5.68K -200 -3%
PGIM
298
Pacific Global Investment Management
California
$210K
AG
299
Ascent Group
Virginia
$208K +$9.62K +370 +5%
PAM
300
Paradigm Asset Management
New York
$207K