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Equitable Holdings

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
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
301
Advisory Services Network
Georgia
$115K +$80.6K +3,175 +237%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$104K
MCM
303
MV Capital Management
Maryland
$102K +$102K +4,034 New
Simplex Trading
304
Simplex Trading
Illinois
$101K +$101K +4,015 New
O
305
Ossiam
France
$99K +$5.48K +216 +6%
AIG
306
American International Group
New York
$94.2K -$2.06K -81 -2%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$81.9K -$2.74K -108 -3%
CT
308
Colonial Trust
South Carolina
$77.2K -$2.16K -85 -3%
QC
309
Quent Capital
New York
$68.5K +$101 +4 +0.1%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$67K +$2.1K +83 +3%
BAM
311
Belpointe Asset Management
Nevada
$59.3K -$254 -10 -0.4%
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$56.5K -$1.19M -48,253 -95%
RFA
313
Register Financial Advisors
Georgia
$52.3K -$24.1K -948 -32%
EI
314
Ellevest Inc
New York
$46.3K -$74.7K -2,941 -62%
IA
315
IFP Advisors
Florida
$30.1K -$25.5K -977 -46%
GRP
316
Global Retirement Partners
California
$29.8K +$3.8K +155 +15%
DMBA
317
Deseret Mutual Benefit Administrators
Utah
$29.6K
EWA
318
EverSource Wealth Advisors
Alabama
$29.3K -$19.4K -766 -40%
UB
319
UMB Bank
Missouri
$24.8K +$5.23K +206 +27%
PA
320
Parallel Advisors
California
$24.8K -$5.87K -231 -19%
DWMG
321
DB Wealth Management Group
California
$21.5K
Bessemer Group
322
Bessemer Group
New Jersey
$21K -$16.4K -631 -44%
QCG
323
Quadrant Capital Group
Ohio
$20.8K -$4.65K -183 -18%
BTI
324
Blue Trust Inc
Georgia
$20K -$432 -15 -2%
TRCT
325
Tower Research Capital (TRC)
New York
$20K +$5.62K +223 +39%