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Equitable Holdings

372 hedge funds and large institutions have $11.8B invested in Equitable Holdings in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-9
Holders Change %
-2.36%
% of All Funds
6.53%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
43
Increased
132
Reduced
144
Closed
46
Calls
$19.7M
Puts
$11.5M
Net Calls
+$8.15M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
326
Bessemer Group
New Jersey
$19K
GT
327
Glenmede Trust
Pennsylvania
$18K
CFA
328
Carroll Financial Associates
North Carolina
$14K -$8.21K -282 -37%
WT
329
Whittier Trust
California
$14K +$14K +470 New
MAM
330
Meeder Asset Management
Ohio
$13K
SPIA
331
Steward Partners Investment Advisory
New York
$12K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$12K
TWA
333
TCI Wealth Advisors
Arizona
$12K +$476 +16 +4%
IFAM
334
Institutional & Family Asset Management
Colorado
$12K +$1.04K +36 +9%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$11K +$1.81K +57 +20%
LC
336
Lindbrook Capital
California
$11K +$1.96K +67 +22%
Simplex Trading
337
Simplex Trading
Illinois
$9K
LPWM
338
Lake Point Wealth Management
Texas
$9K
EARNEST Partners
339
EARNEST Partners
Georgia
$9K
HI
340
Harbour Investments
Wisconsin
$9K +$2.32K +74 +35%
CFA
341
Cahill Financial Advisors
Minnesota
$9K +$9K +289 New
WWM
342
Wolff Wiese Magana
California
$8K -$349 -12 -4%
AWA
343
Arkadios Wealth Advisors
Georgia
$8K +$28 +1 +0.3%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$439 +14 +6%
ZB
345
Zions Bancorporation
Utah
$7K -$607 -21 -8%
HPC
346
HM Payson & Co
Maine
$7K
HIA
347
Harbor Investment Advisory
Maryland
$7K
SGAM
348
Smith Group Asset Management
Texas
$7K +$452 +16 +7%
BIA
349
Bell Investment Advisors
California
$7K +$7K +252 New
FCFS
350
First Command Financial Services
Texas
$6K