EQUITABLE HOLDINGS INC (EQH) Institutional Ownership Changes & 13F Activity

EQUITABLE HOLDINGS INC (EQH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Hancock Classic Value, Sequoia Financial Advisors, Sequoia Fund, Conifer Management, and Viking Global Investors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2021Hancock Classic ValueBuy386,43820,053,666$654,151
Q1 2021Sequoia FundBuy16,39831,259$1,020
Q4 2020Viking Global InvestorsBuy3,874,1103,874,110$99,138
Q4 2020Conifer ManagementBuy1,900,0009,000,000$230,310
Q4 2020Hancock Classic ValueSell-968,18519,667,228$503,284
Q4 2020Renaissance Technologies LLCSell-185,800271,100$6,937
Q4 2020Sequoia FundBuy14,86114,861$380
Q3 2020Conifer ManagementBuy2,200,7307,100,000$129,504
Q3 2020Hancock Classic ValueBuy708,39420,635,413$376,390
Q2 2020Conifer ManagementBuy3,099,2704,899,270$94,507
Q2 2020Hancock Classic ValueSell-2,172,11819,927,019$384,392
Q1 2020Hancock Classic ValueBuy22,099,13722,099,137$319,333
Q1 2020Conifer ManagementBuy1,800,0001,800,000$26,010
Q1 2020Renaissance Technologies LLCBuy456,900456,900$6,602

Frequently asked questions about EQH activity

  • Which institutional owners are buying EQH?

    Institutional owners buying EQH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EQH activity?

    "Buy" means an investor increased their reported position in EQH compared to the prior reporting period. This reflects growing exposure to EQUITABLE HOLDINGS INC (EQH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EQH increasing?

    Institutional interest in EQH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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