EQUITABLE HLDGS INC (EQH) — Hedge Fund Ownership Q1 2026
EQH
- EQUITABLE HLDGS INC (EQH) is held by 3 of 84 tracked hedge funds, with Conifer Management (30%) and Pzena Investment Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in EQH holdings came from Pzena Investment Management (+3%), highlighting conviction.
- The biggest decreases in EQH holdings came from Ruane, Cunniff & Goldfarb / Sequoia Fund (-0.4%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to EQUITABLE HLDGS INC (EQH) by +2% vs the prior quarter and -20% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Conifer Management Greg Alexander
|
29.75% | 4.2M | — | -16.00% | $155.9M | $37.11 | — |
| 2 |
Pzena Investment Management Richard Pzena
|
0.54% | 4.5M | +3.21% | -24.36% | $165.7M | $37.11 | — |
| 3 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.02% | 40K | -0.44% | -0.66% | $1.5M | $37.11 | — |
| 3 | Total | — | 8.7M | +1.62% | -20.45% | $323.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.