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Equitable Holdings
EQH

Overview Fund Activity

411 hedge funds and large institutions have $10.2B invested in Equitable Holdings in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+25
Holders Change %
+6.48%
% of All Funds
6.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
151
Reduced
134
Closed
42
Calls
$12.9M
Puts
$2.59M
Net Calls
+$10.3M
Net Calls Change
+$7.35M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$150M
2
BlackRock
BlackRock
New York
$925M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$38.6M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$164M
5
TC
TwinBeech Capital
New York
$18M

Top Sellers

1
SC
Samlyn Capital
New York
$39M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$29.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$546M
4
Norges Bank
Norges Bank
Norway
$554M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
376
Bell Investment Advisors
California
$6.11K – – –
SC
377
Schubert & Co
Texas
$5.71K -$574 -20 -9%
OLVIG
378
Oliver Lagore Vanvalin Investment Group
Michigan
$5.4K – – –
GEA
379
Glen Eagle Advisors
New Jersey
$5.1K -$87.4K -3,049 -94%
First Manhattan
380
First Manhattan
New York
$4.99K +$4.99K +174 New
RA
381
Rise Advisors
New York
$4.71K +$4.71K +164 New
HI
382
Harbour Investments
Wisconsin
$3.36K +$1.69K +59 +102%
IGWM
383
ICA Group Wealth Management
Colorado
$3.04K +$3.04K +106 New
CAL
384
Capital Advisors Ltd
Ohio
$3K +$1.15K +44 +62%
RIA
385
Realta Investment Advisors
Delaware
$2.87K – – –
SIC
386
SJS Investment Consulting
Ohio
$2.76K +$1.44K +50 +109%
BAAM
387
Baker Avenue Asset Management
California
$2.12K +$2.12K +74 New
CTC
388
Central Trust Company
Missouri
$2.04K – – –
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$2K +$721 +31 +56%
BWM
390
BerganKDV Wealth Management
Minnesota
$1.95K – – –
DI
391
Disciplined Investments
Oklahoma
$1.92K -$86 -3 -4%
FWM
392
Focused Wealth Management
New York
$1.45K +$28 +1 +2%
CWP
393
Concord Wealth Partners
Virginia
$1.44K +$1.44K +50 New
FHA
394
First Horizon Advisors
Tennessee
$1.32K – – –
IRC
395
Investors Research Corp
Georgia
$1.21K – – –
AA
396
Addison Advisors
Vermont
$1K -$1.06K -37 -51%
TSW
397
Thompson Siegel & Walmsley
Virginia
$1K – – –
GFPC
398
Global Financial Private Client
Florida
$947 – – –
AWM
399
Accurate Wealth Management
Florida
$897 +$897 +30 New
FGAM
400
Financial Gravity Asset Management
Texas
$634 +$634 +29 New
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16
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