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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 %
GWS
376
Glassman Wealth Services
Virginia
$8.36K
JWA
377
JFS Wealth Advisors
Pennsylvania
$8.29K -$566 -17 -6%
HIA
378
Harbor Investment Advisory
Maryland
$7.83K
WTG
379
West Tower Group
Virginia
$7.83K +$7.83K +235 New
IFAM
380
Institutional & Family Asset Management
Colorado
$7.79K -$1.77K -53 -18%
W
381
WealthCollab
Washington
$7.43K +$7.43K +223 New
SAM
382
Smartleaf Asset Management
Massachusetts
$7.38K +$7.38K +219 New
BIA
383
Bell Investment Advisors
California
$6.99K
RFG
384
RFP Financial Group
Georgia
$6.39K +$3.19K +200 +100%
HI
385
Harbour Investments
Wisconsin
$6.19K +$1.3K +39 +27%
FFA
386
Frazier Financial Advisors
Ohio
$5.2K +$5.2K +156 New
FFO
387
Fortitude Family Office
Arizona
$5.13K +$5.13K +154 New
TWM
388
Tradition Wealth Management
Minnesota
$5K
HNB
389
Huntington National Bank
Ohio
$4.73K +$4.73K +142 New
HCP
390
Hexagon Capital Partners
Arkansas
$4.2K -$3.7K -111 -47%
ZB
391
Zions Bancorporation
Utah
$3.86K
TVAMP
392
Tennessee Valley Asset Management Partners
Tennessee
$3.74K +$3.74K +112 New
RA
393
Rise Advisors
New York
$3.73K +$3.73K +112 New
IGWM
394
ICA Group Wealth Management
Colorado
$3.53K +$3.53K +106 New
SIC
395
SJS Investment Consulting
Ohio
$3.36K +$500 +15 +17%
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$3.33K +$3.33K +100 New
VNA
397
Valley National Advisers
Pennsylvania
$3K +$1.75K +70 +140%
JGIA
398
Jackson Grant Investment Advisers
Connecticut
$3K
PFBT
399
Parkside Financial Bank & Trust
Missouri
$2.6K -$4.63K -139 -64%
GI
400
Gradient Investments
Minnesota
$2.53K