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Equitable Holdings
EQH

Overview Fund Activity

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
3
BlackRock
BlackRock
New York
+$31.1M
4
GC
Gillson Capital
Illinois
+$23.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$23.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$111M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
4
Goldman Sachs
Goldman Sachs
New York
-$45.3M
5
SC
Samlyn Capital
New York
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
376
SJS Investment Consulting
Ohio
$1.32K -$1.12K -44 -46%
FWM
377
Focused Wealth Management
New York
$1.29K – – –
FHA
378
First Horizon Advisors
Tennessee
$1.17K – – –
IRC
379
Investors Research Corp
Georgia
$1.07K – – –
CMP
380
Coston McIsaac & Partners
Maine
$1K – – –
BAM
381
Baldrige Asset Management
Pennsylvania
$1K +$1K +23 New
AW
382
Avion Wealth
Texas
$1K +$1K +39 New
GFPC
383
Global Financial Private Client
Florida
$828 – – –
HI
384
Harbour Investments
Wisconsin
$762 -$2.21K -87 -74%
BAAM
385
Baker Avenue Asset Management
California
$559 -$1.32K -52 -70%
FFC
386
First Financial Corp
Indiana
$532 – – –
AAS
387
Ameritas Advisory Services
Nebraska
$492 +$492 +19 New
2L
388
25 LLC
Missouri
$472 +$472 +20 New
TWP
389
TFO Wealth Partners
Ohio
$355 +$304 +12 +600%
Commonwealth Equity Services
390
Commonwealth Equity Services
Massachusetts
$290 +$290 +11,452 New
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
– -$52M -1,812,808 Closed
SC
392
Samlyn Capital
New York
– -$39M -1,360,291 Closed
Arrowstreet Capital
393
Arrowstreet Capital
Massachusetts
– -$22.7M -790,359 Closed
PCM
394
Prana Capital Management
Connecticut
– -$9.62M -335,295 Closed
SFM
395
Soros Fund Management
New York
– -$8.01M -279,046 Closed
Lord, Abbett & Co
396
Lord, Abbett & Co
New Jersey
– -$6.52M -227,230 Closed
PL
397
Parkwood LLC
Ohio
– -$5.73M -199,509 Closed
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
– -$5.06M -176,193 Closed
JFG
399
Jefferies Financial Group
New York
– -$4.26M -148,500 Closed
GSC
400
G&S Capital
Colorado
– -$2.7M -94,005 Closed
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