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Equitable Holdings
EQH

Overview Fund Activity

364 hedge funds and large institutions have $13.4B invested in Equitable Holdings in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+13
Holders Change %
+3.7%
% of All Funds
6.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
61
Increased
96
Reduced
160
Closed
46
Calls
$5.71M
Puts
$12.1M
Net Calls
-$6.38M
Net Calls Change
-$20.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$182M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$89.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$68.9M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$217M
2
Invesco
Invesco
Georgia
-$209M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$106M
4
TIM
Thornburg Investment Management
New Mexico
-$95.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
351
Arkadios Wealth Advisors
Georgia
$2K +$1.9K +78 +1,950%
GEA
352
Glen Eagle Advisors
New Jersey
$1.93K – – –
GFPC
353
Global Financial Private Client
Florida
$1.09K – – –
NFG
354
Next Financial Group
Texas
$1K -$900 -36 -47%
BC
355
Bartlett & Co
Ohio
$1K -$800 -20 -44%
IRC
356
Investors Research Corp
Georgia
$1K – – –
FHC
357
First Horizon Corporation
Tennessee
$1K – – –
SL
358
Savior LLC
Massachusetts
$1K – – –
CAL
359
Capital Analysts LLC
Pennsylvania
$1K +$1K +40 New
FHA
360
First Horizon Advisors
Tennessee
$1K +$957 +45 +2,250%
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$851 – – –
BCWM
362
Bartlett & Co Wealth Management
Ohio
$815 -$652 -20 -44%
AIG
363
American International Group
New York
$157 -$13 -398 -8%
MWNA
364
Marshall Wace North America
New York
– -$8.12M -317,249 Closed
BC
365
Beaconlight Capital
New York
– -$7.15M -279,341 Closed
Renaissance Technologies
366
Renaissance Technologies
New York
– -$6.94M -271,100 Closed
AAF
367
Andra AP-fonden
Sweden
– -$6.73M -262,900 Closed
Capital Fund Management (CFM)
368
Capital Fund Management (CFM)
France
– -$5.7M -222,870 Closed
JAM
369
Jupiter Asset Management
United Kingdom
– -$4.95M -193,336 Closed
Vontobel Holding
370
Vontobel Holding
Switzerland
– -$4.26M -156,601 Closed
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
– -$3.33M -130,051 Closed
HAI
372
Hennessy Advisors Inc
California
– -$2.48M -96,900 Closed
CCM
373
CAAS Capital Management
New York
– -$2.43M -94,818 Closed
BC
374
Brookfield Corp
Ontario, Canada
– -$2.12M -82,734 Closed
JC
375
Jetstream Capital
Tennessee
– -$1.79M -70,000 Closed
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