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Equitable Holdings

446 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 192 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+24
Holders Change %
+5.69%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
71
Increased
123
Reduced
192
Closed
43
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
401
Harbor Investment Advisory
Maryland
$8.93K
W
402
WealthCollab
Washington
$8.48K
Bessemer Group
403
Bessemer Group
New Jersey
$8K +$6.42K +163 +408%
BIA
404
Bell Investment Advisors
California
$7.98K
PSB
405
Piscataqua Savings Bank
New Hampshire
$7.83K +$7.83K +206 New
MG
406
Mather Group
Illinois
$7.77K +$7.77K +233 New
BGAI
407
Bruce G. Allen Investments
Colorado
$7.56K -$2.09K -55 -22%
RFG
408
RFP Financial Group
Georgia
$6.62K
ETC
409
Exchange Traded Concepts
Oklahoma
$6.42K +$6.42K +169 New
HI
410
Harbour Investments
Wisconsin
$6.04K -$1.03K -27 -15%
FFA
411
Frazier Financial Advisors
Ohio
$5.93K
FFO
412
Fortitude Family Office
Arizona
$5.85K
VNA
413
Valley National Advisers
Pennsylvania
$5K +$556 +15 +13%
LI
414
LRI Investments
Florida
$4.26K +$4.26K +112 New
IGWM
415
ICA Group Wealth Management
Colorado
$4.03K
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$3.8K
RIA
417
Realta Investment Advisors
Delaware
$3.8K +$3.8K +100 New
SIC
418
SJS Investment Consulting
Ohio
$3.76K -$76 -2 -2%
JGIA
419
Jackson Grant Investment Advisers
Connecticut
$3.42K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$2.74K -$228 -6 -8%
HT
421
Headlands Technologies
Illinois
$2.74K +$2.74K +72 New
BF
422
BOK Financial
Oklahoma
$2.43K -$11.2K -298 -82%
WCM
423
Westend Capital Management
California
$2.43K +$2.43K +64 New
S
424
Sachetta
Massachusetts
$2.33K
WIA
425
Wetzel Investment Advisors
Indiana
$2.17K