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Equitable Holdings

499 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 210 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+10
Holders Change %
+2.04%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
62
Increased
210
Reduced
151
Closed
50
Calls
$6.03M
Puts
$11.8M
Net Calls
-$5.75M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
401
Sit Investment Associates
Minnesota
$116K -$98.3K -2,340 -46%
QC
402
Quent Capital
New York
$112K -$10K -238 -8%
AAM
403
Advisors Asset Management
Colorado
$111K -$2.65K -63 -2%
EWA
404
EverSource Wealth Advisors
Alabama
$110K +$294 +7 +0.3%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$105K +$2.94K +70 +3%
GWP
406
Gen-Wealth Partners
Michigan
$97K
CSS
407
Cubist Systematic Strategies
Connecticut
$91.4K -$74.8K -1,780 -45%
ACM
408
Aster Capital Management
United Arab Emirates
$85.5K +$85.5K +2,034 New
RA
409
Rise Advisors
New York
$72.5K +$462 +11 +0.6%
QCG
410
Quadrant Capital Group
Ohio
$70K
ZB
411
Zions Bancorporation
Utah
$69.3K
AF
412
Advisornet Financial
Minnesota
$66.1K +$1.72K +41 +3%
UB
413
UMB Bank
Missouri
$65.1K +$30.2K +718 +86%
GRP
414
Global Retirement Partners
California
$62.2K +$6.39K +152 +11%
AAP
415
Arax Advisory Partners
Colorado
$61.3K
LI
416
LRI Investments
Florida
$57.6K +$4.62K +97 +9%
FFA
417
Farther Finance Advisors
California
$56.6K -$59.5K -1,416 -51%
SAM
418
Smartleaf Asset Management
Massachusetts
$54.5K +$30K +714 +122%
CWA
419
Carolina Wealth Advisors
South Carolina
$48.5K +$48.5K +1,153 New
LC
420
Lindbrook Capital
California
$42.2K
PS
421
Principal Securities
Iowa
$41.5K +$18.7K +446 +82%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$40.4K +$3.62K +86 +10%
SPIA
423
Steward Partners Investment Advisory
New York
$36.7K
Kayne Anderson Rudnick Investment Management
424
Kayne Anderson Rudnick Investment Management
California
$36.3K +$36.3K +863 New
IA
425
IFP Advisors
Florida
$30.2K +$4.37K +104 +17%