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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$94.5M
2
OCAM
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
Goldman Sachs
New York
$39.4M
5
EIP
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
351
Zions Bancorporation
Utah
$8K – – –
AWA
352
Arkadios Wealth Advisors
Georgia
$8K +$5.71K +204 +249%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$29 -1 -0.4%
HPC
354
HM Payson & Co
Maine
$7K – – –
HIA
355
Harbor Investment Advisory
Maryland
$7K – – –
SGAM
356
Smith Group Asset Management
Texas
$7K +$7K +232 New
HI
357
Harbour Investments
Wisconsin
$6K -$169 -6 -3%
FCB
358
First Command Bank
Texas
$6K – – –
FCFS
359
First Command Financial Services
Texas
$6K – – –
CFD
360
Creative Financial Designs
Indiana
$6K +$3.72K +132 +163%
EI
361
Ellevest Inc
New York
$5K -$43.9K -1,316 -90%
PCG
362
Private Capital Group
Connecticut
$4K -$9.23K -307 -70%
MA
363
MUFG Americas
New York
$3K +$3K +103 New
BWM
364
BerganKDV Wealth Management
Minnesota
$2K – – –
FF
365
FourThought Financial
Florida
$2K – – –
SIM
366
Sonora Investment Management
Arizona
$2K +$2K +74 New
GEA
367
Glen Eagle Advisors
New Jersey
$1.8K – – –
GFPC
368
Global Financial Private Client
Florida
$1.02K – – –
NFG
369
Next Financial Group
Texas
$1K -$739 -17 -43%
FHA
370
First Horizon Advisors
Tennessee
$1K – – –
CAL
371
Capital Analysts LLC
Pennsylvania
$1K – – –
GWS
372
Glassman Wealth Services
Virginia
$1K – – –
BC
373
Bartlett & Co
Ohio
$1K – – –
FHC
374
First Horizon Corporation
Tennessee
$1K – – –
IRC
375
Investors Research Corp
Georgia
$1K – – –
13 14
15
16 17