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Equitable Holdings
EQH

Overview Fund Activity

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

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$263M
2
State Street
State Street
Massachusetts
$451M
3
BlackRock
BlackRock
New York
$1.09B
4
Morgan Stanley
Morgan Stanley
New York
$204M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$126M

Top Sellers

1
SC
Sessa Capital
New York
$172M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$925M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
ClearBridge Investments
ClearBridge Investments
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
401
Sachetta
Massachusetts
$2.33K +$2.33K +70 New
CMP
402
Coston McIsaac & Partners
Maine
$2K – – –
WIA
403
Wetzel Investment Advisors
Indiana
$2K +$2K +60 New
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$1.8K +54 New
VCM
405
Versant Capital Management
Arizona
$1.77K +$400 +12 +29%
FWM
406
Focused Wealth Management
New York
$1.73K – – –
FHA
407
First Horizon Advisors
Tennessee
$1.53K – – –
IRC
408
Investors Research Corp
Georgia
$1.4K – – –
AF
409
Allworth Financial
California
$1.3K -$4.46K -134 -77%
BHWM
410
Beaird Harris Wealth Management
Texas
$1.23K +$1.23K +37 New
GFPC
411
Global Financial Private Client
Florida
$1.1K – – –
AW
412
Avion Wealth
Texas
$1K -$1.95K -37 -66%
Bessemer Group
413
Bessemer Group
New Jersey
$1K – – –
CAL
414
Capital Advisors Ltd
Ohio
$1K – – –
WT
415
Whittier Trust
California
$665 -$665 -20 -50%
GEA
416
Glen Eagle Advisors
New Jersey
$655 -$1.28K -39 -66%
TWP
417
TFO Wealth Partners
Ohio
$466 – – –
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234 +$234 +7 New
VWA
419
Valued Wealth Advisors
Utah
$229 +$229 +8 New
RCM
420
Raleigh Capital Management
North Carolina
$167 +$167 +5 New
AWM
421
Abound Wealth Management
Tennessee
$35 – – –
Hotchkis & Wiley Capital Management
422
Hotchkis & Wiley Capital Management
California
– -$94.9M -3,341,032 Closed
Alyeska Investment Group
423
Alyeska Investment Group
Illinois
– -$16.2M -571,165 Closed
HF
424
HRT Financial
New York
– -$9.91M -349,073 Closed
PCM
425
Prana Capital Management
Connecticut
– -$8.98M -316,261 Closed
15 16
17
18 19