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Equitable Holdings
EQH

Overview Fund Activity

385 hedge funds and large institutions have $9.43B invested in Equitable Holdings in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+6
Holders Change %
+1.58%
% of All Funds
6.14%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
49
Increased
124
Reduced
148
Closed
41
Calls
$5.58M
Puts
$2.25M
Net Calls
+$3.33M
Net Calls Change
+$2.45M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$764M
2
Goldman Sachs
Goldman Sachs
New York
$72.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M
4
IP
Interval Partners
New York
$20M
5
Millennium Management
Millennium Management
New York
$43M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$489M
2
Citadel Advisors
Citadel Advisors
Florida
$35.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$922M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
GC
Gillson Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
351
Institutional & Family Asset Management
Colorado
$8.15K -$3.24K -114 -28%
SFG
352
Steward Financial Group
Texas
$8K +$8K +342 New
JWA
353
JFS Wealth Advisors
Pennsylvania
$7.55K +$2.33K +82 +45%
GWS
354
Glassman Wealth Services
Virginia
$7.13K -$284 -10 -4%
HCP
355
Hexagon Capital Partners
Arkansas
$6.73K +$2.53K +89 +60%
HIA
356
Harbor Investment Advisory
Maryland
$6.67K -$256 -9 -4%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$6.16K +$511 +18 +9%
BIA
358
Bell Investment Advisors
California
$5.96K +$2.3K +81 +63%
RFG
359
RFP Financial Group
Georgia
$5.68K – – –
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$5.14K +$312 +11 +6%
AF
361
Allworth Financial
California
$4.91K +$4.49K +158 +1,053%
BC
362
Barrett & Company
Rhode Island
$4.26K +$4.26K +150 New
HI
363
Harbour Investments
Wisconsin
$4.17K +$3.61K +127 +635%
TWM
364
Tradition Wealth Management
Minnesota
$4K – – –
ZB
365
Zions Bancorporation
Utah
$3.29K – – –
RIA
366
Realta Investment Advisors
Delaware
$2.72K – – –
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$2.56K +$2.56K +90 New
SIC
368
SJS Investment Consulting
Ohio
$2.44K +$398 +14 +19%
GI
369
Gradient Investments
Minnesota
$2.16K – – –
BF
370
BOK Financial
Oklahoma
$1.73K +$1.73K +65 New
GEA
371
Glen Eagle Advisors
New Jersey
$1.68K – – –
FWM
372
Focused Wealth Management
New York
$1.47K +$28 +1 +2%
FHA
373
First Horizon Advisors
Tennessee
$1.31K – – –
IRC
374
Investors Research Corp
Georgia
$1.19K – – –
VCM
375
Versant Capital Management
Arizona
$1.16K – – –
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15
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