FORSTA AP-FONDEN has added 105,100 shares of $EQH to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $EQH.
EQUITABLE HOLDINGS Hedge Fund Activity
We have seen 275 institutional investors add shares of EQUITABLE HOLDINGS stock to their portfolio, and 257 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 3,303,449 shares (+59.9%) to their portfolio in Q4 2024, for an estimated $155,823,689
- FMR LLC added 2,290,402 shares (+292.5%) to their portfolio in Q1 2025, for an estimated $119,307,040
- PZENA INVESTMENT MANAGEMENT LLC removed 2,288,971 shares (-27.9%) from their portfolio in Q1 2025, for an estimated $119,232,499
- VIKING GLOBAL INVESTORS LP removed 2,285,939 shares (-74.9%) from their portfolio in Q4 2024, for an estimated $107,827,742
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC added 2,071,691 shares (+5536.0%) to their portfolio in Q1 2025, for an estimated $107,914,384
- VANGUARD GROUP INC removed 1,781,710 shares (-5.0%) from their portfolio in Q1 2025, for an estimated $92,809,273
- SESSA CAPITAL IM, L.P. removed 1,480,335 shares (-36.7%) from their portfolio in Q4 2024, for an estimated $69,827,401
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
EQUITABLE HOLDINGS Insider Trading Activity
EQUITABLE HOLDINGS insiders have traded $EQH stock on the open market 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 have been sales.
Here’s a breakdown of recent trading of $EQH stock by insiders over the last 6 months:
- MARK PEARSON (President and CEO) has made 0 purchases and 17 sales selling 180,000 shares for an estimated $9,010,453.
- NICK LANE has made 0 purchases and 16 sales selling 85,000 shares for an estimated $4,311,398.
- SETH P BERNSTEIN (See remarks) sold 60,000 shares for an estimated $3,026,706
- JEFFREY J HURD (Chief Operating Officer) has made 0 purchases and 6 sales selling 33,330 shares for an estimated $1,711,223.
- WILLIAM JAMES IV ECKERT (Chief Accounting Officer) sold 1,700 shares for an estimated $79,356
- ARLENE ISAACS-LOWE sold 1,350 shares for an estimated $73,440
- CRAIG C MACKAY sold 1,000 shares for an estimated $46,409
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
EQUITABLE HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $EQH in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 04/02/2025
- Morgan Stanley issued a "Overweight" rating on 03/11/2025
- BMO Capital issued a "Outperform" rating on 01/22/2025
- Deutsche Bank issued a "Buy" rating on 01/10/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 12/09/2024
To track analyst ratings and price targets for EQUITABLE HOLDINGS, check out Quiver Quantitative's $EQH forecast page.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $EQH ticker page for more data.
