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Equitable Holdings

273 hedge funds and large institutions have $6.06B invested in Equitable Holdings in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 103 increasing their positions, 91 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.9M

13% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 91

7.16% more ownership

Funds ownership: 83.26%90.43% (+7.2%)

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

2% less funds holding

Funds holding: 278273 (-5)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less capital invested

Capital invested by funds: $10.1B → $6.06B (-$4.03B)

Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
6.02%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
62
Increased
103
Reduced
91
Closed
62
Calls
$6.29M
Puts
$2.9M
Net Calls
+$3.39M
Net Calls Change
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$251K +$378K +17,314 New
LOAMS
202
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K +$364K +16,688 New
JMPWA
203
JP Morgan Private Wealth Advisors
California
$241K +$365K +16,725 New
Bessemer Group
204
Bessemer Group
New Jersey
$234K -$2.45M -112,000 -87%
LPL Financial
205
LPL Financial
California
$230K +$348K +15,912 New
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$220K -$204K -9,360 -38%
PGIM
207
Pacific Global Investment Management
California
$215K +$45.3K +2,076 +16%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$214K -$1.47M -67,352 -82%
Franklin Resources
209
Franklin Resources
California
$189K +$286K +13,091 New
CCM
210
Cadence Capital Management
Massachusetts
$182K +$275K +12,583 New
SI
211
Stephens Inc
Arkansas
$179K +$271K +12,388 New
EOJOAM
212
E. Ohman J:or Asset Management
Sweden
$173K +$262K +12,000 New
CAM
213
ClariVest Asset Management
California
$171K -$23.6K -1,080 -8%
AC
214
Allstate Corporation
Illinois
$164K -$1.21M -55,480 -83%
M&T Bank
215
M&T Bank
New York
$163K +$247K +11,311 New
Nordea Investment Management
216
Nordea Investment Management
Sweden
$162K
LFAS
217
Level Four Advisory Services
Texas
$162K +$35.2K +1,610 +16%
WAM
218
World Asset Management
Michigan
$159K +$240K +10,976 New
S
219
Seeyond
France
$157K -$2.36K -108 -2%
William Blair & Company
220
William Blair & Company
Illinois
$155K +$234K +10,715 New
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$145K +$22 +1 +0%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$145K -$368K -16,829 -63%
Osaic Holdings
223
Osaic Holdings
Arizona
$144K +$217K +9,932 New
PCM
224
Penserra Capital Management
California
$139K +$162K +7,415 +1,926%
AT
225
Arden Trust
Delaware
$136K +$205K +9,400 New