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Equitable Holdings
EQH

Overview Fund Activity

397 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
57
Increased
141
Reduced
164
Closed
50
Calls
$10.7M
Puts
$6.56M
Net Calls
+$4.13M
Net Calls Change
+$13.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$88.1M
2
Goldman Sachs
Goldman Sachs
New York
$115M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$44.2M
4
CIC
Chilton Investment Company
Connecticut
$41.1M
5
Barclays
Barclays
United Kingdom
$38.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$892M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
CCMG
Clark Capital Management Group
Pennsylvania
$865K
4
Wellington Management Group
Wellington Management Group
Massachusetts
$414M
5
AIM
Artemis Investment Management
United Kingdom
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$3K -$9.09K -309 -75%
FHA
377
First Horizon Advisors
Tennessee
$2K -$1.94K -60 -49%
CTC
378
Central Trust Company
Missouri
$2K – – –
BWM
379
BerganKDV Wealth Management
Minnesota
$2K – – –
FWM
380
Focused Wealth Management
New York
$2K +$40 +1 +2%
SC
381
Schubert & Co
Texas
$2K +$400 +11 +25%
CWP
382
Concord Wealth Partners
Virginia
$2K +$2K +50 New
CFD
383
Creative Financial Designs
Indiana
$2K +$2K +66 New
DI
384
Disciplined Investments
Oklahoma
$2K +$2K +68 New
GFPC
385
Global Financial Private Client
Florida
$1.02K – – –
TSW
386
Thompson Siegel & Walmsley
Virginia
$1K -$110K -2,872 -99%
AFG
387
Albion Financial Group
Utah
$1K -$1K -21 -50%
GWM
388
Geneos Wealth Management
Colorado
$1K – – –
IRC
389
Investors Research Corp
Georgia
$1K – – –
AA
390
Addison Advisors
Vermont
$1K +$191 +9 +24%
AWM
391
Atticus Wealth Management
Florida
$1K +$1K +19 New
PFS
392
Prospera Financial Services
Texas
$1K +$1K +19 New
T
393
TCWP
Ohio
$1K +$1K +45 New
Macquarie Group
394
Macquarie Group
Australia
$452 +$11 +341 +2%
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
– -$47.5M -1,447,623 Closed
N
396
Natixis
France
– -$27.6M -841,934 Closed
ZP
397
Zimmer Partners
New York
– -$24.6M -750,000 Closed
FC
398
Full18 Capital
Connecticut
– -$5.88M -175,406 Closed
CA
399
Capitolis Advisors
New York
– -$4.37M -133,379 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
400
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.22M -98,092 Closed
14 15
16
17 18