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Equitable Holdings

422 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+37
Holders Change %
+9.61%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
83
Increased
136
Reduced
152
Closed
43
Calls
$16.7M
Puts
$3.92M
Net Calls
+$12.8M
Net Calls Change
+$9.44M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
351
Lindbrook Capital
California
$33.4K +$19.7K +591 +143%
FFA
352
Farther Finance Advisors
California
$31.7K +$11.2K +335 +54%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$30.3K +$5.46K +164 +22%
DMBA
354
Deseret Mutual Benefit Administrators
Utah
$28.9K -$7.93K -238 -22%
DWMG
355
DB Wealth Management Group
California
$28.1K
DGAM
356
Desjardins Global Asset Management
Quebec, Canada
$27.2K
SPIA
357
Steward Partners Investment Advisory
New York
$27K +$14K +420 +107%
Loomis, Sayles & Company
358
Loomis, Sayles & Company
Massachusetts
$25K -$1.28K -39 -5%
UB
359
UMB Bank
Missouri
$23.2K -$38K -1,142 -62%
PA
360
Parallel Advisors
California
$20.5K +$4.5K +135 +28%
AssetMark Inc
361
AssetMark Inc
California
$20K
PS
362
Principal Securities
Iowa
$19.1K +$19.1K +573 New
EC
363
EntryPoint Capital
New York
$18.7K +$18.7K +563 New
CAM
364
ClariVest Asset Management
California
$15.4K +$1.63K +49 +12%
PTC
365
Private Trust Company
Ohio
$14.5K
ME
366
McIlrath & Eck
Washington
$14K
C
367
Covestor
United Kingdom
$13K +$65 +2 +0.5%
BBHC
368
Brown Brothers Harriman & Co
New York
$12.3K
BF
369
BOK Financial
Oklahoma
$12.1K +$9.92K +298 +458%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$5.53K +166 +92%
NA
371
NewEdge Advisors
Louisiana
$10.8K +$433 +13 +4%
WTC
372
WhitTier Trust Company
Nevada
$10.8K -$3.13K -94 -22%
LF
373
Lee Financial
Texas
$10.7K -$4.7K -141 -30%
BGAI
374
Bruce G. Allen Investments
Colorado
$8.46K +$8.46K +254 New
RIM
375
Rakuten Investment Management
Japan
$8.39K +$8.39K +249 New