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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
201
$1.57M
202
$1.56M
203
$1.51M
204
$1.5M
205
$1.49M
206
$1.31M
207
$1.3M
208
$1.28M
209
$1.28M
210
$1.27M
211
$1.24M
212
$1.24M
213
$1.22M
214
$1.21M
215
$1.17M
216
$1.15M
217
$1.14M
218
$1.07M
219
$1.05M
220
$1.03M
221
$1.01M
222
$948K
223
$927K
224
$916K
225
$914K