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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$94.5M
2
OCAM
2
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
EIP
5
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
326
AssetMark Inc
California
$31K +$2.96K +96 +11%
HFM
327
Harvest Fund Management
China
$31K +$31K +1,023 New
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
LFG
329
Larson Financial Group
Missouri
$29K +$151 +5 +0.5%
ASN
330
Advisory Services Network
Georgia
$27K +$27K +871 New
QCG
331
Quadrant Capital Group
Ohio
$23K -$40.3K -1,344 -64%
CFA
332
Carroll Financial Associates
North Carolina
$23K +$15.6K +519 +213%
Bessemer Group
333
Bessemer Group
New Jersey
$19K -$353K -11,723 -95%
PA
334
Parallel Advisors
California
$19K – – –
PMAS
335
PNC Managed Account Solutions
Texas
$19K +$19K +612 New
GT
336
Glenmede Trust
Pennsylvania
$19K +$19K +632 New
EVM
337
Eaton Vance Management
Massachusetts
$15K -$48.2K -1,544 -76%
MAM
338
Meeder Asset Management
Ohio
$13K +$1.33K +45 +11%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$12K -$504 -17 -4%
TWA
340
TCI Wealth Advisors
Arizona
$12K – – –
IFAM
341
Institutional & Family Asset Management
Colorado
$12K – – –
IA
342
IFP Advisors
Florida
$12K +$579 +19 +5%
SPIA
343
Steward Partners Investment Advisory
New York
$12K +$2.45K +80 +26%
EARNEST Partners
344
EARNEST Partners
Georgia
$10K – – –
AIM
345
Anchor Investment Management
South Carolina
$9.14K – – –
PFBT
346
Parkside Financial Bank & Trust
Missouri
$9K – – –
LC
347
Lindbrook Capital
California
$9K – – –
WWM
348
Wolff Wiese Magana
California
$9K +$2.04K +65 +29%
LPWM
349
Lake Point Wealth Management
Texas
$9K +$9K +300 New
Simplex Trading
350
Simplex Trading
Illinois
$9K +$9K +312 New
12 13
14
15 16