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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 %
HIA
326
Harbor Investment Advisory
Maryland
$6K
HPC
327
HM Payson & Co
Maine
$6K +$6K +245 New
CTC
328
Central Trust Company
Missouri
$4K
SSB
329
Sandy Spring Bank
Maryland
$3K +$3K +108 New
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +126 New
RPWA
331
Regent Peak Wealth Advisors
Georgia
$3K +$3K +129 New
ASN
332
Advisory Services Network
Georgia
$2K -$30.1K -1,354 -94%
CFD
333
Creative Financial Designs
Indiana
$2K
BWM
334
BerganKDV Wealth Management
Minnesota
$2K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$2K +$2K +62 New
VCG
336
Vantage Consulting Group
Virginia
$2K +$2K +64 New
NFG
337
Next Financial Group
Texas
$2K +$2K +76 New
GEA
338
Glen Eagle Advisors
New Jersey
$1.51K +$1.51K +59 New
BCWM
339
Bartlett & Co Wealth Management
Ohio
$1.15K +$1.15K +45 New
SL
340
Savior LLC
Massachusetts
$1K
FCM
341
Firestone Capital Management
Florida
$1K
IRC
342
Investors Research Corp
Georgia
$1K
GWS
343
Glassman Wealth Services
Virginia
$1K
FHC
344
First Horizon Corporation
Tennessee
$1K
BC
345
Bartlett & Co
Ohio
$1K +$1K +45 New
FF
346
FourThought Financial
Florida
$1K +$1K +76 New
GFPC
347
Global Financial Private Client
Florida
$844 +$844 +33 New
AIG
348
American International Group
New York
$133 -$2 -96 -2%
AL
349
AJO LP
Pennsylvania
-$43.3M -2,372,034 Closed
1832 Asset Management
350
1832 Asset Management
Ontario, Canada
-$10.7M -584,973 Closed