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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 %
MWP
326
Meridian Wealth Partners
Pennsylvania
$11K +$11K +345 New
SPIA
327
Steward Partners Investment Advisory
New York
$10.2K -$79K -2,422 -89%
EARNEST Partners
328
EARNEST Partners
Georgia
$10K – – –
LC
329
Lindbrook Capital
California
$10K +$518 +16 +5%
AIM
330
Anchor Investment Management
South Carolina
$9.79K – – –
ZB
331
Zions Bancorporation
Utah
$9K -$4.48K -131 -33%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$9K – – –
HPC
333
HM Payson & Co
Maine
$8K – – –
HIA
334
Harbor Investment Advisory
Maryland
$8K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
CFA
336
Carroll Financial Associates
North Carolina
$7K – – –
HI
337
Harbour Investments
Wisconsin
$7K +$7K +219 New
WWM
338
Wolff Wiese Magana
California
$7K +$7K +222 New
FCB
339
First Command Bank
Texas
$6K +$6K +196 New
FCFS
340
First Command Financial Services
Texas
$6K +$6K +196 New
MF
341
Manchester Financial
California
$5K +$5K +153 New
ACM
342
Allred Capital Management
Texas
$3.56K +$3.56K +109 New
CFD
343
Creative Financial Designs
Indiana
$3K – – –
SCA
344
Stuart Chaussee & Associates
California
$3K +$3K +102 New
AIL
345
AGF Investments LLC
Ontario, Canada
$2K -$75.5K -2,869 -97%
FF
346
FourThought Financial
Florida
$2K – – –
GWS
347
Glassman Wealth Services
Virginia
$2K – – –
BWM
348
BerganKDV Wealth Management
Minnesota
$2K – – –
FCM
349
Firestone Capital Management
Florida
$2K +$39 +1 +2%
EP
350
Eudaimonia Partners
Tennessee
$2K +$2K +57 New
12 13
14
15 16