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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
1
$1.56B
2
$1.21B
3
$1.14B
4
$628M
5
$621M
6
$548M
7
$485M
8
$481M
9
$323M
10
$253M
11
$203M
12
$199M
13
$176M
14
$172M
15
$144M
16
$141M
17
$140M
18
$136M
19
$129M
20
$128M
21
$120M
22
$116M
23
$113M
24
$104M
25
$103M