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Equitable Holdings
EQH

Overview Fund Activity

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+17
Holders Change %
+4.67%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
58
Increased
135
Reduced
142
Closed
40
Calls
$10.8M
Puts
$11.5M
Net Calls
-$733K
Net Calls Change
+$5.65M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$94.5M
2
OCAM
2
Owl Creek Asset Management
New York
$86.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$481M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$140M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$89M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$128M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
EIP
5
Epoch Investment Partners
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
401
MML Investors Services
Massachusetts
– -$267K -8,182 Closed
LIM
402
Longfellow Investment Management
Massachusetts
– -$262K -8,016 Closed
PAS
403
Park Avenue Securities
New York
– -$226K -6,916 Closed
AIC
404
Ameritas Investment Company
Nebraska
– -$220K -6,759 Closed
SFS
405
Sowell Financial Services
Arkansas
– -$225K -6,411 Closed
KPWS
406
Kestra Private Wealth Services
Texas
– -$208K -6,366 Closed
VF
407
Virtu Financial
New York
– -$206K -6,312 Closed
PAG
408
Private Advisor Group
New Jersey
– -$204K -6,257 Closed
PSUF
409
People's United Financial
Connecticut
– -$203K -6,225 Closed
ICP
410
Interchange Capital Partners
Pennsylvania
– -$231K -4,451 Closed
FP
411
Factorial Partners
New York
– -$65.2K -2,000 Closed
SWM
412
Spire Wealth Management
Virginia
– -$50K -1,571 Closed
Acadian Asset Management
413
Acadian Asset Management
Massachusetts
– -$28K -852 Closed
MWP
414
Meridian Wealth Partners
Pennsylvania
– -$11K -345 Closed
MF
415
Manchester Financial
California
– -$5K -153 Closed
ACM
416
Allred Capital Management
Texas
– -$3.56K -109 Closed
SCA
417
Stuart Chaussee & Associates
California
– -$3K -102 Closed
EP
418
Eudaimonia Partners
Tennessee
– -$2K -57 Closed
FCM
419
Firestone Capital Management
Florida
– -$2K -51 Closed
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