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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
3
BlackRock
BlackRock
New York
+$31.1M
4
GC
Gillson Capital
Illinois
+$23.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$111M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
4
Goldman Sachs
Goldman Sachs
New York
-$45.3M
5
SC
Samlyn Capital
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
351
Glassman Wealth Services
Virginia
$6.5K -$178 -7 -3%
TWA
352
TCI Wealth Advisors
Arizona
$6.35K -$3.63K -143 -36%
HNB
353
Huntington National Bank
Ohio
$6.1K +$6.1K +247 New
SFG
354
Steward Financial Group
Texas
$6K +$6K +247 New
HIA
355
Harbor Investment Advisory
Maryland
$5.97K – – –
PFBT
356
Parkside Financial Bank & Trust
Missouri
$5.84K -$584 -23 -9%
RFG
357
RFP Financial Group
Georgia
$5.08K +$5.08K +200 New
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$4.77K – – –
RA
359
Rise Advisors
New York
$4.16K – – –
BIA
360
Bell Investment Advisors
California
$4.01K -$1.4K -55 -26%
CAL
361
Capital Advisors Ltd
Ohio
$4K +$667 +23 +20%
TWM
362
Tradition Wealth Management
Minnesota
$4K +$4K +154 New
Jones Financial Companies
363
Jones Financial Companies
Missouri
$3.91K +$3.76K +148 +2,467%
SC
364
Schubert & Co
Texas
$3.38K -$1.68K -66 -33%
ZB
365
Zions Bancorporation
Utah
$2.95K -$2.97K -117 -50%
IGWM
366
ICA Group Wealth Management
Colorado
$2.69K – – –
HCP
367
Hexagon Capital Partners
Arkansas
$2.54K -$3.86K -152 -60%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$2.51K +$330 +13 +15%
JGIA
369
Jackson Grant Investment Advisers
Connecticut
$2.29K +$2.29K +90 New
DI
370
Disciplined Investments
Oklahoma
$2.11K +$406 +16 +24%
CIA
371
Cape Investment Advisory
Georgia
$1.98K +$1.98K +78 New
CTC
372
Central Trust Company
Missouri
$1.8K – – –
BWM
373
BerganKDV Wealth Management
Minnesota
$1.73K – – –
CFO
374
CVA Family Office
Colorado
$1.65K +$1.65K +65 New
GEA
375
Glen Eagle Advisors
New Jersey
$1.5K -$3.02K -119 -67%
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15
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