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Equitable Holdings

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$18.6K +$6.6K +260 +55%
WTA
327
Washington Trust Advisors
Massachusetts
$16.7K
FFA
328
Farther Finance Advisors
California
$16.3K +$279 +11 +2%
TCOV
329
Trust Company of Vermont
Vermont
$15.8K
AssetMark Inc
330
AssetMark Inc
California
$15.2K -$705K -27,775 -98%
AF
331
Allworth Financial
California
$14.7K -$1.8K -71 -11%
WTC
332
WhitTier Trust Company
Nevada
$13.9K
RTC
333
Riverview Trust Company
Washington
$12.3K
WT
334
Whittier Trust
California
$11.5K
AF
335
Advisornet Financial
Minnesota
$11.2K -$656K -25,821 -98%
PTC
336
Private Trust Company
Ohio
$11K
CAM
337
ClariVest Asset Management
California
$11K -$405 -16 -4%
NA
338
NewEdge Advisors
Louisiana
$10.8K -$39.8K -1,567 -79%
LC
339
Lindbrook Capital
California
$10.7K -$482 -19 -4%
ME
340
McIlrath & Eck
Washington
$10.7K +$10.7K +421 New
IFAM
341
Institutional & Family Asset Management
Colorado
$10.4K
C
342
Covestor
United Kingdom
$10K -$199 -8 -2%
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$10K +$10K +399 New
SPIA
344
Steward Partners Investment Advisory
New York
$9.95K -$1.42K -56 -13%
LF
345
Lee Financial
Texas
$9.52K +$9.52K +375 New
BBHC
346
Brown Brothers Harriman & Co
New York
$9.34K +$9.34K +368 New
CFB
347
Cullen/Frost Bankers
Texas
$8.99K +$8.99K +354 New
Twin Tree Management
348
Twin Tree Management
Texas
$8.3K +$8.3K +327 New
EARNEST Partners
349
EARNEST Partners
Georgia
$8.02K
JWA
350
JFS Wealth Advisors
Pennsylvania
$7.82K +$559 +22 +8%