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Equitable Holdings

379 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 165 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-10
Holders Change %
-2.57%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
165
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
326
AssetMark Inc
California
$16.3K
FFA
327
Farther Finance Advisors
California
$16.3K -$1.14K -42 -7%
WTC
328
WhitTier Trust Company
Nevada
$15.8K +$977 +36 +7%
QCG
329
Quadrant Capital Group
Ohio
$15.7K -$6.63K -244 -30%
PA
330
Parallel Advisors
California
$14.4K -$12.1K -444 -45%
LF
331
Lee Financial
Texas
$12.6K +$2.39K +88 +23%
WT
332
Whittier Trust
California
$12.3K
PTC
333
Private Trust Company
Ohio
$11.8K
ME
334
McIlrath & Eck
Washington
$11.4K
CAM
335
ClariVest Asset Management
California
$11K -$1.46K -51 -12%
C
336
Covestor
United Kingdom
$11K -$110 -4 -1%
IFAM
337
Institutional & Family Asset Management
Colorado
$10.9K -$272 -10 -2%
SPIA
338
Steward Partners Investment Advisory
New York
$10.6K
BBHC
339
Brown Brothers Harriman & Co
New York
$10K
LC
340
Lindbrook Capital
California
$9.56K -$1.87K -69 -16%
EARNEST Partners
341
EARNEST Partners
Georgia
$8.58K
NA
342
NewEdge Advisors
Louisiana
$8.41K -$3.18K -117 -27%
QL
343
Quarry LP
New York
$8.23K +$8.23K +303 New
GWS
344
Glassman Wealth Services
Virginia
$7.09K +$136 +5 +2%
HIA
345
Harbor Investment Advisory
Maryland
$6.63K +$244 +9 +4%
Loomis, Sayles & Company
346
Loomis, Sayles & Company
Massachusetts
$6K -$5.35K -188 -47%
RFG
347
RFP Financial Group
Georgia
$5.43K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$5.41K -$842 -31 -13%
JWA
349
JFS Wealth Advisors
Pennsylvania
$5K -$3.37K -124 -40%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$4.62K +$1.93K +71 +72%