Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Equitable Hldgs Inc (EQH)

476 + Investors. Track Smart Money conviction in EQH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -58
Streak
4Q ▼
Buyers last Q
39%

Smart Money Signals — EQH

Based on 480 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their EQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
480 funds currently hold this stock — 83% of the 3.0-year high of 577 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
97 fewer hedge funds hold EQH compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

216 buying338 selling
Last quarter: 338 funds sold vs only 216 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 70 → 79 → 82 → 73. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 16% new
300 out of 480 hedge funds have held EQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +14% — price-driven

Value
+30%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~73 new funds/quarter

89 → 70 → 79 → 82 → 73 new funds/Q
New funds entering each quarter: 70 → 79 → 82 → 73. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 485 holders: 318 (66%) are 2+ year veterans, 71 entered 1–2 years ago, and 96 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
65 of 480 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in EQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EQH

In 2026 Q2, 216 hedge funds were net buyers of EQH (73 opened a new position, 143 added to an existing one), while 338 reduced or exited (207 trimmed, 131 sold completely) — a 39% buyer ratio, indicating net institutional distribution. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 57% of total institutional value in EQH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -58 funds (more exits than new entries). Total institutional holders: 480.

Hedge Fund Ownership: EQH

How many hedge funds hold EQH — quarterly history vs. share price
Quarterly hedge fund ownership of EQH vs. share price

Market Analysis: EQH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Equitable Hldgs Inc (EQH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EQH has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 78d ago
EQH
+22.3%
XLF
+6.0%

EQH outperformed XLF by +16.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
EQH
+1.1%
XLF
-2.3%

Since the filing became public, EQH outperformed XLF by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: EQH
476 + Investors

Track Smart Money conviction in EQH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 476 538 -11.52%
13F Shares 265M 245M 8.12%
Total Value $10.70B $8.43B 26.89%
New Positions 71 82 -11
Increased Positions 140 188 -48
Closed Positions 133 90 +43
Reduced Positions 204 201 +3
Total Calls 2 5 -60.0%
Total Puts 3 6 -50.0%
PUT/CALL Ratio 1.5 1.2 Bearish

Statistics: EQH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

476 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EQH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EQH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conifer Management, L.L.C. 30.38% 4,200,000 $184.3M
2 Algebris (uk) Ltd 5.64% 1,957,978 $85.6M
3 Four Tree Island Advisory LLC 5.48% 379,043 $16.6M
4 New Vernon Investment Management LLC 3.12% 58,065 $2.5M
5 Bruni J V & Co /Co 3.07% 766,929 $33.7M
6 Kintayl Capital LP 2.34% 134,260 $5.9M
7 Continental Advisors LLC 2.29% 123,766 $5.4M
8 Thornburg Investment Management Inc 2.16% 5,142,337 $225.6M
9 Philadelphia Financial Management of San Francisco, LLC 2.00% 226,030 $9.9M
10 Board of the Pension Protection Fund 1.70% 40,800 $1.8M
11 Diamond Hill Capital Management, LLC (Investment Advisor) 1.67% 4,743,519 $208.1M
12 EJF Capital LP 1.10% 37,400 $1.6M
13 Community Trust & Investment Co 1.08% 476,885 $20.9M
14 Lecap Asset Management Ltd 0.93% 49,629 $2.2M
15 Castle Hook Partners LP 0.72% 3,599,539 $157.9M
16 Pzena Investment Management LLC 0.72% 5,561,804 $244.1M
17 Kendall Capital Management 0.71% 96,775 $4.2M
18 Viking Global Investors LP 0.68% 5,398,896 $236.9M
19 Tcw Group Inc 0.67% 2,286,057 $100.3M
20 Basswood Capital Management, L.L.C. 0.63% 361,690 $15.9M
21 Prana Capital Management, LP 0.59% 445,828 $19.6M
22 Searle & CO. 0.57% 57,467 $2.5M
23 Harris Associates L P 0.55% 9,489,037 $416.4M
24 Livforsakringsbolaget Skandia, Omsesidigt 0.41% 288,000 $12.6M
25 Fieldview Capital Management, LLC 0.39% 31,453 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Equitable Hldgs Inc (EQH)

What does the Smart Money Trend signal show for EQH?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their EQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EQH?

Heavy selling pressure — only 39% buying: Last quarter: 338 funds sold vs only 216 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EQH holders?

Elite ownership — 57% AUM from top-100 funds: 65 of 480 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in EQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EQH?

62% of holders stayed for 2+ years: 300 out of 480 hedge funds have held EQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Equitable Hldgs Inc (EQH) following the 2026 Q2 hedge fund 13F filings?

As of today, EQH has moved +1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the XLF sector ETF — an outperformance of +3.4%. Since the quarter end (June 30, 2026), EQH has gained +22.3% vs +6.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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