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Equitable Holdings

397 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
57
Increased
141
Reduced
164
Closed
50
Calls
$10.7M
Puts
$6.56M
Net Calls
+$4.13M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
351
Simplex Trading
Illinois
$16K -$456K -14,976 -97%
MAM
352
Meeder Asset Management
Ohio
$14K -$1.29K -41 -8%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$13K -$553 -18 -4%
IFAM
354
Institutional & Family Asset Management
Colorado
$13K -$158 -5 -1%
TWA
355
TCI Wealth Advisors
Arizona
$13K +$128 +4 +1%
C
356
Covestor
United Kingdom
$13K +$5.61K +185 +76%
AF
357
Advisornet Financial
Minnesota
$13K +$13K +429 New
LPWM
358
Lake Point Wealth Management
Texas
$12K
SPIA
359
Steward Partners Investment Advisory
New York
$12K
PFBT
360
Parkside Financial Bank & Trust
Missouri
$12K +$857 +28 +8%
SGAM
361
Smith Group Asset Management
Texas
$10K -$552 -17 -5%
EARNEST Partners
362
EARNEST Partners
Georgia
$10K
WWM
363
Wolff Wiese Magana
California
$9K -$421 -13 -4%
LC
364
Lindbrook Capital
California
$9K -$364 -12 -4%
FAG
365
Fortitude Advisory Group
Washington
$9K
HPC
366
HM Payson & Co
Maine
$9K +$1.37K +44 +18%
GWS
367
Glassman Wealth Services
Virginia
$7K -$1.92K -60 -22%
ZB
368
Zions Bancorporation
Utah
$7K
HIA
369
Harbor Investment Advisory
Maryland
$7K
JWA
370
JFS Wealth Advisors
Pennsylvania
$7K +$3.97K +122 +131%
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$123 -4 -2%
BHWM
372
Beaird Harris Wealth Management
Texas
$4K +$4K +125 New
RCG
373
Rock Creek Group
District of Columbia
$4K +$4K +128 New
CI
374
Cordant Inc
Oregon
$4K +$4K +135 New
SWM
375
Spire Wealth Management
Virginia
$3K -$12K -399 -80%