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Equitable Holdings
EQH

Overview Fund Activity

386 hedge funds and large institutions have $9.67B invested in Equitable Holdings in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
44
Increased
155
Reduced
138
Closed
46
Calls
$6.97M
Puts
$4.05M
Net Calls
+$2.92M
Net Calls Change
+$4.47M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$552M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$49M
3
Deutsche Bank
3
Deutsche Bank
Germany
$63.2M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.9M
5
PAM
5
Panagora Asset Management
Massachusetts
$33.6M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$2M
2
Norges Bank
2
Norges Bank
Norway
$555M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$994M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.94M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
351
FinTrust Capital Advisors
South Carolina
$8K +$8K +278 New
GWS
352
Glassman Wealth Services
Virginia
$7K +$1.73K +65 +33%
JWA
353
JFS Wealth Advisors
Pennsylvania
$6K -$4.18K -161 -41%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$6K -$1.22K -48 -17%
BIA
355
Bell Investment Advisors
California
$6K -$901 -32 -13%
HIA
356
Harbor Investment Advisory
Maryland
$6K – – –
ZB
357
Zions Bancorporation
Utah
$6K – – –
DWP
358
Destiny Wealth Partners
Florida
$6K – – –
SC
359
Schubert & Co
Texas
$6K +$2.69K +98 +81%
Simplex Trading
360
Simplex Trading
Illinois
$6K +$6K +265 New
OLVIG
361
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +188 New
LF
362
Lee Financial
Texas
$4K – – –
RIA
363
Realta Investment Advisors
Delaware
$3K +$3K +100 New
DI
364
Disciplined Investments
Oklahoma
$2K -$257 -9 -11%
BWM
365
BerganKDV Wealth Management
Minnesota
$2K – – –
CTC
366
Central Trust Company
Missouri
$2K – – –
HI
367
Harbour Investments
Wisconsin
$2K – – –
CAL
368
Capital Advisors Ltd
Ohio
$2K +$1.35K +48 +209%
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$2K +$2K +63 New
AA
370
Addison Advisors
Vermont
$2K +$1.78K +64 +800%
CFO
371
CVA Family Office
Colorado
$2K +$1.73K +65 +650%
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$1.82K +$515 +16,642 +39%
TSW
373
Thompson Siegel & Walmsley
Virginia
$1K -$83 -2 -8%
IRC
374
Investors Research Corp
Georgia
$1K – – –
HPC
375
HM Payson & Co
Maine
$1K – – –
13 14
15
16 17