Here is Why Equitable Holdings (EQH) is Hedge Funds' Most Favored Financial Pure Play
On December 16, Mizuho Securities analyst Yaron Kinar initiated his coverage on Equitable Holdings (NYSE:EQH) with a bullish rating.
Equitable Holdings Inc. (EQH)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 4,297,008 | $218,202,066 | +2% | 0.71% |
| 2. | Diamond Hill Capital Ric Dillon | 1,999,742 | $101,546,899 | 0.48% | |
| 3. | Millennium Management Israel Englander | 1,502,360 | $76,289,841 | +338% | 0.03% |
| 4. | AQR Capital Management Cliff Asness | 1,177,554 | $59,796,206 | -4% | 0.04% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,161,882 | $59,000,367 | -49% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.78 | 2,096 | $49,836.17 | 96,226 | 2023-03-15 | Filing | |
| $10.41 | 2,500 | $26,022.75 | 5,000 | 2020-03-23 | Filing | |
| $10.75 | 2,500 | $26,882.00 | 2,500 | 2020-03-18 | Filing | |
| $10.95 | 4,000 | $43,793.60 | 32,474 | 2020-03-19 | Filing | |
| $10.92 | 4,000 | $43,678.80 | 28,474 | 2020-03-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.87 | 10,000 | $478,735.00 | 119,958 | 2025-12-18 | Filing | |
| $47.87 | 10,000 | $478,714.00 | 129,958 | 2025-12-18 | Filing | |
| $47.88 | 10,000 | $478,799.00 | 139,958 | 2025-12-18 | Filing | |
| $47.88 | 39,700 | $1,900,665.29 | 665,445 | 2025-12-18 | Filing | |
| $48.35 | 6,790 | $328,321.62 | 61,813 | 2025-12-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 39,240 | $1,869,786 | 0.5% | |
| 2. | 34,700 | $1,653,455 | 1.57% | |
| 3. | 9,306 | $443,431 | 0.02% | |
| 4. | 5,760 | $236,903 | 0% | |
| 5. | 1,647 | $78,480 | 0% |
News See All
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Conventional financial stocks, such as banks, asset management companies, insurance companies, and capital market firms, offer distinct advantages to investors.
Equitable Holdings Inc. (EQH) Beats on Earnings, Posts $1.67 EPS; Revenue Falls Short
Equitable Holdings Inc. (NYSE:EQH) is one of the top undervalued asset management stocks to buy.
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Wealth management and brokerage stocks have held firm in one of the most unpredictable years characterized by mounting economic and trade policy uncertainty.
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Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Equitable Holdings, Inc. (NYSE:EQH) Q3 2025 Earnings Call Transcript
Operator: Hello, and welcome to Equitable Holdings, Inc. Third Quarter Earnings Call. Please note that this call is being recorded.
What Makes Equitable Holdings (EQH) an Investment Bet?
The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Morgan Stanley Lowers PT on Equitable Holdings (EQH) to $67 From $68, Keeps an Overweight Rating
Equitable Holdings, Inc. (NYSE:EQH) is one of the best cheap strong buy stocks to buy now. On August 18, Morgan Stanley lowered the firm’s price target on Equitable Holdings, Inc.
15 Cheap Strong Buy Stocks to Buy Now
He stated that there are some concerns that arise when one looks at the S&P technicals, such as the seasonal weakness that comes in September, along with some of the oscillator divergences.
Equitable Holdings, Inc. (NYSE:EQH) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to the Equitable Holdings, Inc. Second Quarter Earnings Call. All lines have been placed on mute to prevent any background noise.
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