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Equitable Holdings

389 hedge funds and large institutions have $8.91B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-22
Holders Change %
-5.35%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
51
Increased
136
Reduced
155
Closed
68
Calls
$12.3M
Puts
$7.3M
Net Calls
+$4.98M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Shares
Change %
CCIA
426
Campbell & Co Investment Adviser
Maryland
-$319K -11,125 Closed
AA
427
ALPS Advisors
Colorado
-$303K -10,541 Closed
PAS
428
Park Avenue Securities
New York
-$281K -9,781 Closed
Creative Planning
429
Creative Planning
Kansas
-$275K -9,569 Closed
4WM
430
44 Wealth Management
Oregon
-$273K -9,518 Closed
VI
431
Versor Investments
New York
-$255K -8,900 Closed
MML Investors Services
432
MML Investors Services
Massachusetts
-$243K -8,474 Closed
PGIM
433
Pacific Global Investment Management
California
-$226K -7,865 Closed
FFM
434
Forum Financial Management
Illinois
-$225K -7,841 Closed
CIBC World Market
435
CIBC World Market
Ontario, Canada
-$211K -7,360 Closed
Cetera Investment Advisers
436
Cetera Investment Advisers
Illinois
-$210K -7,320 Closed
DFCM
437
Dark Forest Capital Management
Puerto Rico
-$201K -6,987 Closed
SOW
438
State of Wyoming
Wyoming
-$198K -6,889 Closed
DZ Bank
439
DZ Bank
Germany
-$183K -6,364 Closed
CMF
440
Counterpoint Mutual Funds
California
-$150K -5,221 Closed
IUHSA
441
Itau Unibanco Holding S.A.
Brazil
-$107K -3,691 Closed
AG
442
AIA Group
Hong Kong
-$104K -3,626 Closed
CS
443
Comerica Securities
Michigan
-$30.5K -1,061 Closed
HFM
444
Harvest Fund Management
China
-$29K -1,023 Closed
MPCL
445
My Personal CFO LLC
Washington
-$9.56K -333 Closed
DWP
446
Destiny Wealth Partners
Florida
-$6.31K -220 Closed
First Manhattan
447
First Manhattan
New York
-$4.99K -174 Closed
RIA
448
Realta Investment Advisors
Delaware
-$2.87K -100 Closed
CWP
449
Concord Wealth Partners
Virginia
-$1.44K -50 Closed
AA
450
Addison Advisors
Vermont
-$1K -35 Closed