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Equitable Holdings

489 hedge funds and large institutions have $12.5B invested in Equitable Holdings in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 157 increasing their positions, 175 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+43
Holders Change %
+9.64%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
93
Increased
157
Reduced
175
Closed
42
Calls
$3.91M
Puts
$11.3M
Net Calls
-$7.35M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
351
Symmetry Investments
Jersey
$309K +$309K +7,564 New
Rafferty Asset Management
352
Rafferty Asset Management
New York
$308K +$308K +7,535 New
MOS
353
MGO One Seven
Ohio
$306K +$3.15K +77 +1%
SW
354
Simplicity Wealth
New Jersey
$302K -$7.52K -184 -2%
BFG
355
Bleakley Financial Group
New Jersey
$302K -$7.52K -184 -2%
OCBCO
356
Oversea-Chinese Banking Corp (OCBC)
Singapore
$296K +$296K +7,246 New
OPS
357
Orion Portfolio Solutions
Nebraska
$287K +$287K +7,018 New
BCI
358
Brinker Capital Investments
Pennsylvania
$287K +$287K +7,018 New
CIBC World Market
359
CIBC World Market
Ontario, Canada
$284K -$403K -9,847 -59%
HFM
360
Harvest Fund Management
China
$281K
MC
361
Machina Capital
France
$276K +$276K +6,750 New
KCM
362
Kathmere Capital Management
Pennsylvania
$273K
GI
363
GAMMA Investing
California
$272K +$193K +4,718 +243%
PGIM
364
Pacific Global Investment Management
California
$270K -$22.7K -556 -8%
AFG
365
Atomi Financial Group
New York
$268K +$268K +6,563 New
CL
366
Choreo LLC
Illinois
$268K +$268K +6,567 New
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$266K +$71K +1,737 +36%
O
368
Ossiam
France
$263K +$8.7K +213 +3%
MA
369
Mutual Advisors
Nebraska
$261K +$21.9K +511 +9%
AG
370
Ascent Group
Virginia
$261K -$10.5K -258 -4%
Wealth Enhancement Advisory Services
371
Wealth Enhancement Advisory Services
Minnesota
$259K +$9.15K +224 +4%
SW
372
SVB Wealth
Massachusetts
$248K -$66.7K -1,633 -21%
Group One Trading
373
Group One Trading
Illinois
$244K +$244K +5,979 New
AWE
374
Avidian Wealth Enterprises
Texas
$242K +$242K +5,929 New
SI
375
Seeds Investor
New York
$235K +$235K +5,755 New