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Equitable Holdings

381 hedge funds and large institutions have $12.6B invested in Equitable Holdings in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

5% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 142

6% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $11.5M

6% less capital invested

Capital invested by funds: $13.4B → $12.6B (-$826M)

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$11.5M
Net Calls
Net Calls Change

Top Buyers

1 +$93.6M
2 +$86.4M
3 +$71.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$57.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1 -$195M
2 -$153M
3 -$78M
4
Goldman Sachs
Goldman Sachs
New York
-$71M
5
EIP
Epoch Investment Partners
New York
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$2.51M
177
$2.48M
178
$2.43M
179
$2.43M
180
$2.4M
181
$2.37M
182
$2.35M
183
$2.31M
184
$2.28M
185
$2.26M
186
$2.22M
187
$2.21M
188
$2.08M
189
$2.06M
190
$1.86M
191
$1.86M
192
$1.86M
193
$1.78M
194
$1.77M
195
$1.72M
196
$1.71M
197
$1.69M
198
$1.63M
199
$1.63M
200
$1.58M