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Equitable Holdings
EQH

Overview Fund Activity

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

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$78.2M
2
WP
Woodline Partners
California
+$45.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$120M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$2.13K +$76 +2 +4%
VCM
427
Versant Capital Management
Arizona
$2.02K – – –
CMP
428
Coston McIsaac & Partners
Maine
$2K – – –
CAL
429
Capital Advisors Ltd
Ohio
$2K +$1.51K +49 +306%
VWA
430
Valued Wealth Advisors
Utah
$1.9K +$1.6K +42 +525%
FHA
431
First Horizon Advisors
Tennessee
$1.75K – – –
IRC
432
Investors Research Corp
Georgia
$1.6K – – –
AF
433
Allworth Financial
California
$1.48K – – –
BHWM
434
Beaird Harris Wealth Management
Texas
$1.41K – – –
GFPC
435
Global Financial Private Client
Florida
$1.24K – – –
HCP
436
Hexagon Capital Partners
Arkansas
$1.18K -$3.61K -95 -75%
AW
437
Avion Wealth
Texas
$1K – – –
WT
438
Whittier Trust
California
$760 – – –
GEA
439
Glen Eagle Advisors
New Jersey
$747 – – –
WWP
440
WR Wealth Planners
Missouri
$570 +$570 +15 New
FGAM
441
Financial Gravity Asset Management
Texas
$539 +$539 +15 New
TWP
442
TFO Wealth Partners
Ohio
$532 – – –
JFGIW
443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267 – – –
RCM
444
Raleigh Capital Management
North Carolina
$190 – – –
TFM
445
TFC Financial Management
Massachusetts
$77 +$77 +2 New
AWM
446
Abound Wealth Management
Tennessee
$40 – – –
Fidelity International
447
Fidelity International
Bermuda
– -$97.7M -2,934,345 Closed
ClearBridge Investments
448
ClearBridge Investments
New York
– -$36M -1,081,001 Closed
WMSA
449
Weiss Multi-Strategy Advisers
New York
– -$12.9M -387,121 Closed
Point72 Asset Management
450
Point72 Asset Management
Connecticut
– -$4.85M -145,554 Closed
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