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Equitable Holdings
EQH

Overview Fund Activity

386 hedge funds and large institutions have $9.67B invested in Equitable Holdings in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
155
Reduced
138
Closed
46
Calls
$6.97M
Puts
$4.05M
Net Calls
+$2.92M
Net Calls Change
+$4.47M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$552M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$49M
3
Deutsche Bank
3
Deutsche Bank
Germany
$63.2M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.9M
5
PAM
5
Panagora Asset Management
Massachusetts
$33.6M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$2M
2
Norges Bank
2
Norges Bank
Norway
$555M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$994M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.94M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
326
Harvest Fund Management
China
$27K – – –
QCG
327
Quadrant Capital Group
Ohio
$27K +$264 +10 +1%
GRP
328
Global Retirement Partners
California
$27K +$2.26K +74 +9%
LFG
329
Larson Financial Group
Missouri
$26K +$157 +6 +0.6%
DWMG
330
DB Wealth Management Group
California
$22K – – –
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$21K +$4.01K +149 +24%
UB
332
UMB Bank
Missouri
$20K – – –
LC
333
Lindbrook Capital
California
$18K +$3.39K +131 +23%
WT
334
Whittier Trust
California
$17K -$939 -36 -5%
TCOV
335
Trust Company of Vermont
Vermont
$16K +$16K +624 New
AF
336
Allworth Financial
California
$15K -$2.17K -83 -13%
BTI
337
Blue Trust Inc
Georgia
$15K +$3.37K +132 +29%
WTC
338
WhitTier Trust Company
Nevada
$14K – – –
RTC
339
Riverview Trust Company
Washington
$13K +$13K +485 New
AIM
340
Achmea Investment Management
Netherlands
$12K – – –
PTC
341
Private Trust Company
Ohio
$12K +$677 +26 +6%
SPIA
342
Steward Partners Investment Advisory
New York
$12K +$1.5K +56 +14%
EW
343
Evoke Wealth
California
$11K -$2.83K -111 -20%
IFAM
344
Institutional & Family Asset Management
Colorado
$11K – – –
CAM
345
ClariVest Asset Management
California
$11K +$659 +27 +6%
CA
346
Crewe Advisors
Utah
$11K +$3.14K +117 +40%
TWA
347
TCI Wealth Advisors
Arizona
$10K +$538 +21 +6%
HCP
348
Hexagon Capital Partners
Arkansas
$10K +$10K +370 New
EARNEST Partners
349
EARNEST Partners
Georgia
$8K – – –
MAM
350
Meeder Asset Management
Ohio
$8K +$1.4K +56 +21%
12 13
14
15 16