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Equitable Holdings

396 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+24
Holders Change %
+6.45%
% of All Funds
6.12%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
134
Reduced
150
Closed
34
Calls
$17.8M
Puts
$27.2M
Net Calls
-$9.42M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$13K +$190 +6 +1%
LPWM
352
Lake Point Wealth Management
Texas
$13K +$3.25K +100 +33%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$12K +$560 +17 +5%
SGAM
354
Smith Group Asset Management
Texas
$11K +$2.61K +77 +31%
LC
355
Lindbrook Capital
California
$10K -$2.17K -67 -18%
EARNEST Partners
356
EARNEST Partners
Georgia
$10K
WWM
357
Wolff Wiese Magana
California
$10K +$550 +16 +6%
BIA
358
Bell Investment Advisors
California
$10K +$1.43K +42 +17%
FAG
359
Fortitude Advisory Group
Washington
$10K +$10K +299 New
CCM
360
Chilton Capital Management
Texas
$10K +$10K +313 New
GWS
361
Glassman Wealth Services
Virginia
$9K +$7.48K +232 +494%
CFA
362
Carroll Financial Associates
North Carolina
$8K -$7.77K -237 -49%
ZB
363
Zions Bancorporation
Utah
$8K
HPC
364
HM Payson & Co
Maine
$8K
HIA
365
Harbor Investment Advisory
Maryland
$8K
C
366
Covestor
United Kingdom
$8K +$8K +244 New
AWA
367
Amplius Wealth Advisors
Pennsylvania
$8K +$8K +261 New
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.97K -56 -22%
FCB
369
First Command Bank
Texas
$6K
Manulife (Manufacturers Life Insurance)
370
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.03K -$38 -1,163 -0.8%
FHA
371
First Horizon Advisors
Tennessee
$4K
PCG
372
Private Capital Group
Connecticut
$4K
NFG
373
Next Financial Group
Texas
$3K +$1.95K +56 +187%
JWA
374
JFS Wealth Advisors
Pennsylvania
$3K +$3K +93 New
BAM
375
Barrett Asset Management
New York
$3K +$3K +103 New