EQH icon

Equitable Holdings

351 hedge funds and large institutions have $10.5B invested in Equitable Holdings in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 96 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+45
Holders Change %
+14.71%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
80
Increased
96
Reduced
143
Closed
34
Calls
$41.1M
Puts
$27.3M
Net Calls
+$13.8M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$86K -$182K -7,107 -68%
AIL
302
AGF Investments LLC
Ontario, Canada
$75K +$75K +2,945 New
SPIA
303
Steward Partners Investment Advisory
New York
$70K
PWM
304
Perigon Wealth Management
California
$54K +$54K +2,100 New
QCG
305
Quadrant Capital Group
Ohio
$53K +$34.8K +1,370 +191%
IA
306
IFP Advisors
Florida
$41K -$2.28K -91 -5%
APA
307
American Portfolios Advisors
New York
$33.5K
BCA
308
Berman Capital Advisors
Georgia
$31K +$76 +3 +0.2%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$30K
GRP
310
Global Retirement Partners
California
$28K +$4.53K +174 +19%
AssetMark Inc
311
AssetMark Inc
California
$27K +$4.04K +160 +18%
LFG
312
Larson Financial Group
Missouri
$24K +$176 +7 +0.7%
PCG
313
Private Capital Group
Connecticut
$15K +$15K +581 New
PA
314
Parallel Advisors
California
$14K -$12.4K -485 -47%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$14K +$14K +550 New
IFAM
316
Institutional & Family Asset Management
Colorado
$10K
ZB
317
Zions Bancorporation
Utah
$10K
MAM
318
Meeder Asset Management
Ohio
$10K
EARNEST Partners
319
EARNEST Partners
Georgia
$8K
AIM
320
Anchor Investment Management
South Carolina
$7.68K +$7.68K +300 New
LC
321
Lindbrook Capital
California
$7K
PFBT
322
Parkside Financial Bank & Trust
Missouri
$7K +$1.45K +60 +26%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$3.1K -125 -34%
HIA
324
Harbor Investment Advisory
Maryland
$6K
CFA
325
Carroll Financial Associates
North Carolina
$6K