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Equitable Holdings

392 hedge funds and large institutions have $9.58B invested in Equitable Holdings in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.15%
New
52
Increased
142
Reduced
152
Closed
50
Calls
$6.11M
Puts
$7.66M
Net Calls
-$1.55M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$10K
LPWM
352
Lake Point Wealth Management
Texas
$10K
JWA
353
JFS Wealth Advisors
Pennsylvania
$10K +$4.52K +177 +82%
Jones Financial Companies
354
Jones Financial Companies
Missouri
$10K +$10K +395 New
CAM
355
ClariVest Asset Management
California
$10K +$10K +424 New
EARNEST Partners
356
EARNEST Partners
Georgia
$8K
CA
357
Crewe Advisors
Utah
$8K +$8K +293 New
MAM
358
Meeder Asset Management
Ohio
$7K -$4.83K -182 -41%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$7K -$2.63K -107 -27%
WWM
360
Wolff Wiese Magana
California
$7K
ZB
361
Zions Bancorporation
Utah
$6K -$232 -9 -4%
HIA
362
Harbor Investment Advisory
Maryland
$6K
DWP
363
Destiny Wealth Partners
Florida
$6K +$6K +220 New
BIA
364
Bell Investment Advisors
California
$6K +$6K +245 New
GWS
365
Glassman Wealth Services
Virginia
$5K -$530 -21 -10%
LF
366
Lee Financial
Texas
$4K +$4K +151 New
SC
367
Schubert & Co
Texas
$3K +$1.64K +66 +120%
BWM
368
BerganKDV Wealth Management
Minnesota
$2K
CTC
369
Central Trust Company
Missouri
$2K
DI
370
Disciplined Investments
Oklahoma
$2K +$278 +11 +16%
PFS
371
Prospera Financial Services
Texas
$2K +$1.51K +58 +305%
HI
372
Harbour Investments
Wisconsin
$2K +$2K +58 New
CMP
373
Coston McIsaac & Partners
Maine
$2K +$2K +70 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$1.14K -$1.95K -71,950 -63%
HPC
375
HM Payson & Co
Maine
$1K -$5.57K -245 -85%