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Equitable Holdings

379 hedge funds and large institutions have $9.33B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 165 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-10
Holders Change %
-2.57%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
49
Increased
116
Reduced
165
Closed
57
Calls
$4.14M
Puts
$3.26M
Net Calls
+$880K
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
351
Rise Advisors
New York
$4.45K
HCP
352
Hexagon Capital Partners
Arkansas
$4.02K +$1.3K +48 +48%
BTI
353
Blue Trust Inc
Georgia
$4K -$10.8K -506 -73%
TWM
354
Tradition Wealth Management
Minnesota
$4K
BIA
355
Bell Investment Advisors
California
$3.5K -$788 -29 -18%
ZB
356
Zions Bancorporation
Utah
$3.15K
IGWM
357
ICA Group Wealth Management
Colorado
$2.88K
RIA
358
Realta Investment Advisors
Delaware
$2.72K +$2.72K +100 New
GI
359
Gradient Investments
Minnesota
$2.06K +$2.06K +76 New
SIC
360
SJS Investment Consulting
Ohio
$1.96K +$543 +20 +38%
BWM
361
BerganKDV Wealth Management
Minnesota
$1.85K
GEA
362
Glen Eagle Advisors
New Jersey
$1.6K
FWM
363
Focused Wealth Management
New York
$1.39K
DI
364
Disciplined Investments
Oklahoma
$1.28K -$978 -36 -43%
Twin Tree Management
365
Twin Tree Management
Texas
$1.25K -$7.63K -281 -86%
FHA
366
First Horizon Advisors
Tennessee
$1.25K
IRC
367
Investors Research Corp
Georgia
$1.14K
VCM
368
Versant Capital Management
Arizona
$1.11K +$1.11K +41 New
CMP
369
Coston McIsaac & Partners
Maine
$1K
SF
370
Safeguard Financial
Wisconsin
$1K +$1K +24 New
GFPC
371
Global Financial Private Client
Florida
$904
FGAM
372
Financial Gravity Asset Management
Texas
$669 +$669 +27 New
HI
373
Harbour Investments
Wisconsin
$543 -$272 -10 -33%
AF
374
Allworth Financial
California
$408 -$15.3K -564 -97%
TWP
375
TFO Wealth Partners
Ohio
$380