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Equitable Holdings
EQH

Overview Fund Activity

385 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
148
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$764M
2
Goldman Sachs
Goldman Sachs
New York
$72.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
4
IP
Interval Partners
New York
$20M
5
Millennium Management
Millennium Management
New York
$43M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$489M
2
Citadel Advisors
Citadel Advisors
Florida
$35.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$922M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
GC
Gillson Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DMBA
326
Deseret Mutual Benefit Administrators
Utah
$31.4K -$1.76K -62 -5%
CIA
327
Cape Investment Advisory
Georgia
$31.1K +$227 +8 +0.7%
GRP
328
Global Retirement Partners
California
$30.1K -$2.71K -101 -8%
EWA
329
EverSource Wealth Advisors
Alabama
$30K +$4.43K +156 +17%
DWMG
330
DB Wealth Management Group
California
$24K – – –
DGAM
331
Desjardins Global Asset Management
Quebec, Canada
$23.2K +$23.2K +817 New
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$23K +$17K +592 +281%
IA
333
IFP Advisors
Florida
$22.7K – – –
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$21.2K +$766 +27 +4%
QCG
335
Quadrant Capital Group
Ohio
$17.8K +$1.45K +51 +9%
FFA
336
Farther Finance Advisors
California
$17.5K +$539 +19 +3%
AssetMark Inc
337
AssetMark Inc
California
$17K – – –
BTI
338
Blue Trust Inc
Georgia
$15K +$9.95K +370 +197%
PA
339
Parallel Advisors
California
$13.7K -$1.42K -50 -9%
LF
340
Lee Financial
Texas
$13.1K – – –
PTC
341
Private Trust Company
Ohio
$12.4K – – –
CAM
342
ClariVest Asset Management
California
$12K +$843 +29 +8%
ME
343
McIlrath & Eck
Washington
$12K – – –
WTC
344
WhitTier Trust Company
Nevada
$11.9K -$4.65K -164 -28%
LC
345
Lindbrook Capital
California
$11.7K +$1.73K +61 +17%
SPIA
346
Steward Partners Investment Advisory
New York
$11.1K – – –
C
347
Covestor
United Kingdom
$11K – – –
BBHC
348
Brown Brothers Harriman & Co
New York
$10.4K – – –
EARNEST Partners
349
EARNEST Partners
Georgia
$8.97K – – –
NA
350
NewEdge Advisors
Louisiana
$8.85K +$85 +3 +1%
12 13
14
15 16