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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$182M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$89.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$68.9M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$217M
2
Invesco
Invesco
Georgia
-$209M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$106M
4
TIM
Thornburg Investment Management
New Mexico
-$95.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
Seeyond
France
$148K – – –
SG Americas Securities
302
SG Americas Securities
New York
$138K -$530K -16,228 -79%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$121K +$121K +3,717 New
PI
304
PineBridge Investments
New York
$92K +$92K +2,826 New
QCG
305
Quadrant Capital Group
Ohio
$69K +$817 +25 +1%
SAM
306
Shell Asset Management
Netherlands
$66K -$4.54M -138,612 -99%
EVM
307
Eaton Vance Management
Massachusetts
$66K +$66K +2,025 New
FP
308
Factorial Partners
New York
$65.2K -$783K -24,000 -92%
SWM
309
Spire Wealth Management
Virginia
$50K +$50K +1,571 New
EI
310
Ellevest Inc
New York
$48K +$48K +1,466 New
APA
311
American Portfolios Advisors
New York
$42.7K – – –
BCA
312
Berman Capital Advisors
Georgia
$40K – – –
GRP
313
Global Retirement Partners
California
$33K -$2.16K -66 -6%
LFG
314
Larson Financial Group
Missouri
$31K +$162 +5 +0.5%
AssetMark Inc
315
AssetMark Inc
California
$30K -$5.28K -160 -15%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
Acadian Asset Management
317
Acadian Asset Management
Massachusetts
$28K -$82.2K -2,501 -75%
PA
318
Parallel Advisors
California
$20K +$1.94K +59 +11%
VanEck Associates
319
VanEck Associates
New York
$18K +$18K +537 New
PCG
320
Private Capital Group
Connecticut
$14K -$4.49K -141 -24%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$14K -$4.25K -128 -23%
IA
322
IFP Advisors
Florida
$13K -$43.8K -1,263 -77%
MAM
323
Meeder Asset Management
Ohio
$13K – – –
TWA
324
TCI Wealth Advisors
Arizona
$13K +$5.17K +154 +66%
IFAM
325
Institutional & Family Asset Management
Colorado
$12K -$32 -1 -0.3%
11 12
13
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