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Equitable Holdings

422 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+37
Holders Change %
+9.61%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
83
Increased
136
Reduced
152
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
301
SG Americas Securities
New York
$312K -$4.2M -126,020 -93%
MCM
302
MAI Capital Management
Ohio
$297K -$11K -331 -4%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$289K +$289K +8,626 New
SW
304
SVB Wealth
Massachusetts
$287K -$127K -3,824 -31%
FTDI
305
First Trust Direct Indexing
Massachusetts
$279K +$3.36K +101 +1%
Cerity Partners
306
Cerity Partners
New York
$275K -$50.7K -1,524 -16%
CCIA
307
Campbell & Co Investment Adviser
Maryland
$273K +$273K +8,193 New
RBC
308
Romano Brothers & Co
Illinois
$272K -$5.83K -175 -2%
MOS
309
MGO One Seven
Ohio
$270K +$14.6K +438 +6%
S
310
SignatureFD
Georgia
$266K -$78.8K -2,367 -23%
Truist Financial
311
Truist Financial
North Carolina
$263K +$22.8K +684 +9%
TFS
312
Thoroughbred Financial Services
Tennessee
$262K
KCM
313
Kathmere Capital Management
Pennsylvania
$256K -$43.9K -1,317 -15%
BFG
314
Bleakley Financial Group
New Jersey
$255K +$4.76K +143 +2%
TCM
315
Tributary Capital Management
Nebraska
$250K
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$247K +$247K +7,432 New
PGIM
317
Pacific Global Investment Management
California
$246K
PAM
318
Paradigm Asset Management
New York
$243K
AG
319
Ascent Group
Virginia
$239K -$33.5K -981 -12%
MC
320
Maverick Capital
Texas
$237K +$237K +7,104 New
Vontobel Holding
321
Vontobel Holding
Switzerland
$232K +$232K +6,979 New
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$226K +$226K +6,799 New
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$224K -$252K -7,590 -53%
SIA
324
Sit Investment Associates
Minnesota
$197K -$32.2K -965 -14%
IGAM
325
iA Global Asset Management
Quebec, Canada
$195K -$38.2K -1,146 -16%